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MS Excel - How can I create a pivot table for 3 dimensional data with no numerical values employing OR logic

Writer Matthew Harrington

I am not sure if this type of question was posted here before because I myself am not sure how to ask it. So here goes, I have a massive three-dimensional dataset that looks somewhat like the table below, but with 10 "Offers" and around 40000 "Persons" rows with several hundreds of "Companies".

PersonCompanyOffer 1Offer 2Offer 3
Person 1Company 1RejectedAcceptedOn hold
Person 2Company 1AcceptedRejectedAccepted
Person 3Company 1On holdOn holdRejected
Person 4Company 2AcceptedRejectedAccepted
Person 5Company 2AcceptedRejectedRejected
Person 6Company 2On holdRejectedOn hold
Person 7Company 3RejectedAcceptedRejected
Person 8Company 3AcceptedAcceptedAccepted
Person 9Company 4On holdAcceptedAccepted
Person 10Company 5RejectedOn holdAccepted
Person 11Company 5AcceptedRejectedOn hold
Person 12Company 5AcceptedRejectedOn hold

What I need is a (Pivot) table that shows how many people from every company has Accepted the offer. How so much ever I try, what I get is this here, that is, the table only shows the person that has accepted ALL three offers. Is there any way for the Pivot table columns to show OR instead of AND? My ideal solution would be this table here. Is this possible? Is this because there are no numerical data in the table?

P.S: I understand I can use COUNTIF but I would also need the table to be dynamic (knowing who actually accepted the offer by clicking on the number, or add another row below each company to know who the people are, etc. P.P.S: Yes, I've tried using "Distinct Count" and I have filtered the Offers by "Accepted" within the Pivottable options dialog.

Hope you super users can help me out here? I will be much obliged! TIA!

Thank you.

1

1 Answer

Please check whether the following information is helful to you.

  • Select your table and add it to PowerPivot.

  • Create 3 measures for "Offer1", "Offer2" and "Offer3".

    Offer1:=CALCULATE(COUNT(Table1[Offer 1]),FILTER(Table1,Table1[Offer 1]="Accepted"))

    enter image description here

    Offer2:=CALCULATE(COUNT(Table1[Offer 2]),FILTER(Table1,Table1[Offer 2]="Accepted"))

    Offer3:=CALCULATE(COUNT(Table1[Offer 3]),FILTER(Table1,Table1[Offer 3]="Accepted"))

  • Then create a pivot table. You can select the tabe, go to Design > Layout > Subtotals > Show all subtotals at top of group.

    enter image description here

    Please note, you need some settings if the layout of pivot table does not meet you needs, please go to Design > Layout > Report Layout, change its layout.

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