By now everyone and their grandmother must have known about how Republican National Committee has spent $ 150,000 on Sarah Palin’s clothing and make up. I am a big fan of clothes. So much that I wear them everyday. But not all of us have a committee or fund raisers to dress up ourselves, none the less for our charts and reports.
That is where you can find Pointy Haired Dilbert useful. I am going to share with you all 5 simple yet effective ways to dress up your charts without spending a penny (or not more than few minutes of time).
1. Use Gradients, Pattern Fills instead of Colors
Select the data series you want to fill with gradient fill (or patterns) and right click, select “format data series”. In the dialog click on “Fill effects” and navigate to gradient tab (or patterns).
Note: go easy on gradients as they may not always gel well with other objects on your slide / report.
2. Use Images to Fill instead of Colors
If using gradients is playing with colors, you can use images to fill the bar (or pie or area) of the chart to decorate your charts. One of the good uses of this technique is to fill each series element with the image of what it represents. For eg. if you are showing sales of your products, fill each bar with small images of your product.
Just right click on the data series element, select format, and in the fill effects dialog, navigate to either “picture” tab. Don’t forget to click on “stacked” option. Otherwise excel would try to stretch your image to fit in the fill area and it looks ugly.
3. Add Text to Chart Area to Grab User Attention
This is one of my favorite technique. You can grab user attention using call outs placed on the chart.
Just select the chart and start typing anything. You will see a new text area added to your chart (the text area is bound to chart, so when you copy paste the chart even this text will be pasted). Now format the text area using drawing tool bar to a call out or star or something nice.
4. Use Bold and Creative Colors
Just go to Colorlovers or Smashing Magazine. Get some design inspiration on which colors to use. Now once you have the colors, just create 1×1 pixel images for each color in your favorite image editor. Then specify these images as fill images (learn more about overcoming 56 color limitation in excel). You now have excel charts that are bold and colorful.
5. Replace the Labels with Company Logos
Instead of using those boring labels to describe what each element on your chart means, you can use images to the story. See how you can yummify a simple “break-up of breakfast snacks in the last 30 days” chart.
Select the chart. Now go to Menu > Insert > Picture > From File and select your company logos or product images or something that conveys what the label does. Adjust the images and re-size them. 🙂
Of course, you can always download these 73 beautiful excel chart templates for free and become a formatting rock star overnight.
More Excel Charting Ideas and Tips.
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All these tips are tested on Excel 2003. Palin’s Image is from Wikipedia.
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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