We all know that networkdays() an extremely powerful and simple excel formula can help you calculate no. of working days between 2 given dates.
But there is one problem with it. It assumes 5 day workweek starting with Monday to Friday. Not all countries have workweek from Monday to Friday. As Incubus wrote to me in an e-mail,
In Excel, the function “networkdays” doesn’t work for users in the middle east ‘cos it counts Saturday & Sunday as weekend. This is good enough only if you live in elsewhere, but for us weekend is Friday & Saturday.
This got me thinking and I ended up writing a user defined formula (UDF) to calculate working days between 2 given dates with any criteria. This will be good for calculating payrolls for temporary workers, offshore partners and of course people working countries where Saturday or Sunday or not usually holidays.
Please download the NetWorkingDays Add-in if you want to use this function.
If you are curious what is inside, see the UDF code
How to use the NetWorkingDays() UDF?
Once you download the add-in, just install the add-in by,
- [in Excel 2003] By going to Tools > Addins > Browse
- [in Excel 2007] By going to Office Button > Excel Options > Addins > “Go button” > Browse
- Specify the location where you saved the downloaded file
Now that the add-in is installed, you can use the UDF by writing a formula like this:
=networkingdays("01-06-2009","02-07-2019","12356")
The first argument is start date, the second one is end date and third one tells which days of week are working (Monday is 1 and Sunday is 7). So the above formula counts all the Mondays, Tuesdays, Wednesdays, Fridays and Saturdays between 01-06-2009 and 02-07-2019
Known Errors and Limitations
The formula returns #VALUE! error when you try really long durations (like trying to find all the workingdays between now and a century later)
Another thing is, you cannot feed a custom holiday list to this formula. But that is very easy to add on, so I didn’t bother.
So go ahead and give it a try
Download the NetWorkingDays() UDF Excel Add-in
and tell me what you think…
On dates and times in Excel: Date & Time Formulas | 10 Tips on Using Dates & Times in Excel
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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