Who said Excel takes lot of time / steps do something? Here is a list of 15 incredibly fun things you can do to your spreadsheets and each takes no more than 5 seconds to do.
Happy Friday 🙂
1. Change the shape / color of cell comments
Just select the cell comment, go to draw menu in bottom left corner of the screen, and choose change auto shape option, select a 32 pointed star or heart symbol or a smiley face, just wow everyone 🙂
2. Filter unique items from a list
Select the data, go to data > filter > advanced filter and check the “unique items” option.
3. Sort from Left to Right
What if your data flows from left to right instead of top to bottom. Just change the sort orientation from “sort options” in the data > sort menu.
4. Hide the grid lines from your sheets
Go to Options dialog in tools menu, uncheck the “grid lines” option to remove gridlines from your worksheets. You can also change the color of grid line from here (not recommended)
5. Add rounded border to your charts, make them look smooth
Just right click on the chart, select format chart option, in the dialog, check the “rounded borders”. You can even add a shadow effect from here.
6. Fetch live stock quotes / company research with one click
Just enter the stock symbol (MSFT, GOOG, AAPL etc.) in a cell, alt+click on the cell to launch “research pane”, select stock quotes to see MSN Money quotes for the selected symbol. You can fetch company profiles in the same way. Learn more.
7. Repeat rows on top when printing, show table headers on every page
When you are on the sheet view, just hit menu > file > page setup, go to the last tab, specify “rows to repeat”. You can “repeat columns while printing” as well from the same menu.
8. Remove conditional formatting / all formatting with one click
Just go to Menu > Edit > Clear > All to remove all the formatting from selected cell / range.
9. Auto sum cells with one click
Select a bunch of cells and click on the Sigma symbol on the standard tool bar. Alternatively you can use Alt+= keyboard shortcut.
10. Find width of a column with formula, really!
Just use =cell("width") to find the width of the column to which that formula cell belongs. Width is returned as the nearest integer.
11. Find total working days between any two dates, including holidays
If you work on project plans, gantt charts alot, this can be totally handy. Just type =networkdays(start date, end date, list of holidays) to fetch the number of working days. In the above sample you can see the number of working days between New years day and September first of this year (labor day).
12. Freeze Rows / Columns in your sheet, Show important info even when scrolling
Select the cell diagonally beneath the row / columns you want to freeze (for eg. if you wan to freeze row 1&2 and columns A&B, click in C3), go to menu > window and click on freeze panes.
13. Split sheets in to two, compare side by side to be more productive
Just click on this little vertical bar on the bottom right corner of the sheet (see below) and drag it to create a vertical split. You can do the same way for a horizontal split as well 🙂
14. Change the color of various sheet name tabs
Right click on sheet and select “Tab color” option to change the worksheet tab colors. Group them with similar colors if you have lot of sheets, it looks nice.
15. Insert a quick organization chart
Click on menu > insert > diagram to open the above dialog, just select the organization chart option, enter node values and you have a pretty organization chart. Alternatively learn how to create org charts in excel.
So what do you say now? Isn’t Excel Exciting? 😀
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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