Does this sound familiar?
You have made an impressive presentation with lots of data and charts. You have analyzed the data so well to arrive at some really amazing conclusions. You have included several pie charts since they are easy to digest. You thought your audience are going to love it.
But your pie charts failed to evoke any response.
How to make your pie charts likable ?
Well, you don’t really want them to like your charts, you want them to like your insights, your ideas.
But, to get there, you need to shake up your audience, so that they take notice of what your charts are saying.
A simple trick for achieving this is showing charts in different formats (while retaining the meaning).
Here we will see 9 creative ways to alter your pie charts so that they can start a conversation.
- Get some bottom aligned bubbles
Bottom aligned bubbles are a new fad in visualization. You can do them by using Excel’s bubble chart. Convert the pie values in to a bubble chart. Change the X and Y co-ordinates to align the bubbles at bottom. - How about concentric circles
Concentric circles can be a good alternative to pie chart and they are very easy to do using excel’s built in bubble chart. Just make all the X and Y co-ordinates as same. - Why not slices instead of pies
Using slices instead of pies is another simple and intuitive visualization trick. For this we can use bubble chart with axis adjustments so that bottom half of the bubbles is cropped. - Use a radar chart tweak
Using Excel Radar Chart, you can make a cool alternative to pie chart. Simply copy paste the pie chart values in to few more columns (you are seeing the result of 8 columns) and fire up a radar chart with area. - A stacked bar is often tastier
Of course, the simplest and most elegant of them all, a stacked bar chart. This is also very easy to implement. - Or even a regular bar chart
- Use a tree map
Using a non-hierarchical tree map to replace pie charts is a good idea. Unfortunately making the same in excel is a bit of manual job (or VBA). For smaller set of values, the manual job is worth the effect.A simple alternative to manual job is to use Many Eye’s tree map tool
- If circle is hard to swallow, a Square Pie can Help
Square pies are a simpler alternative to pie charts. They are easy to develop using conditional formatting. Here is a tutorial. - Show them in a tag cloud
Tag clouds are a famous visualization technique. They are very easy to do (either manually or automated) in Excel. Here is a tutorial for Excel tag cloud visualization.
Added later: All these charts are effective for fewer values (<6) and with data labels.
What is your favorite Pie chart alternative?
Also check out, 14 different ways to present same data
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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