Yesterday while going through my feeds, I have landed on this post about the demographics and use-figures of various social networking (2.0) tools, et al (by businessweek) on think:lab blog. When I looked at the BusinessWeek’s graphical representation of demographics and usage figures of social networks, the first thought that came to me is, “well, this is something challenging to do in Excel“. So I started creating the chart in the most famous cell software :D, just to show you how the graph looked on BW site (click on it to see the bigger version),
(Download download the art of excel charting spreadsheet)
First up I tried creating a graphlet, a 10 by 10 cell grid that can be filled by ‘1’s based on a number between 1 and 100. The ‘1’s should be filled from left to right or right to left based on direction mentioned in a cell.
This task is simple, lets say the grid is from a1 to j10 and a11 has ‘the number of cells to be filled’ and a12 has the direction (either “R” or “L”)
The formula for any cell in the range of a1 to j10 would be,
= IF((ROW($a$10)-ROW())*10+11*(IF($a$12=”R”,0,1)) + (-1)^(IF($a$12=”R”,0,1))*((COLUMN($j$10)-COLUMN())+1)< =$a$11,1,"")
the above formula essentially means,
if direction is Left to Right,
if row of the cell * 10 + column of the cell is less than or equal to a11
return “1”
else return “”
else
if row of the cell * 10 + 10 – column of the cell is less than or equal to a11
return “1”
else return “”
Once I have the grid filled with required number of 1’s, I have applied conditional formatting (read: Creating cool dash-boards using excel conditional formatting) to change cell’s a ‘1’ in them to some color and blank ones to gray like this,
The output was something like this,
Now all I have to do is multiply this over the entire 7 columns and 6 rows like the BW’s graph and change the fill colors in conditional formatting. The final output looked something like this (click on it for a bigger version),
To end with, I have found out that doing this type of charts doesnt take much time although you need to have the creative juices to come-up with formats like this. What do you think?
For those of you who want to see how this is done and do a little bit of playing around, download the art of excel charting spreadsheet.
Also read:
- Say good-bye to default chart formats
- Creating cool dash-boards using excel conditional formatting
- PHD’s Excel posts
PS: the images are from BusinessWeek.
13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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