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Thread: Displaying cumulative values in pivot table

  1. #1
    Seeker Nagaraj475's Avatar
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    Displaying cumulative values in pivot table



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    I work for a contact center and the cases handled by employees will be surveyed. Customers would rate the interacton as Satisfied or Dissatisfied. By applying a pivot table for the data dump, we can get the day's and the month's CSAT score.

    I'm looking for a way to get the cumulative values in pivot table automatically. Like the subtotals. The table has to show CSAT percentage from Day 1 to 2,3,4..... This will help me identify the CSAT trend like in a Stock price chart. Please check the attached example file. The file has two sheets one with data and the other has the Pivot table with Average formula in field settings. I'm sorry if the explanation is not clear. I will try to elaborate it further if needed.

    Thanks in Advance.
    Nagaraj
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  2. #2
    Seeker Nagaraj475's Avatar
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    Hello all,

    I finally worked out a solution and thought of sharing it with all. I have used Countif and Match function together to count the cumulative number of surveys. I have then used the index function inside average function. Please check attached worked file.

    First, make a table to count the cumulative number of surveys.

    Date Survey Count Cumulative CSAT
    1-May-19 8 42.86%
    2-May-19 18 41.18%
    3-May-19 28 48.15%
    4-May-19 34 48.48%

    To count cumulative number of survyes: =COUNTIF($A$1:$A$34,G3)+MATCH(G3,$A$1:$A$34,0)-1
    To calculate cumulative CSAT: =AVERAGE(INDIRECT("C2"&":C"&H3))

    Hope that helps someone.

    Regards,
    Nagaraj
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  3. #3
    Super Moderator p45cal's Avatar
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    Why did you tack on -1 to the formulae in cells H4:H6? I don't think the formulae in cells I4:I6 are looking at full days.

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