We all know that data validation is a very useful feature in Excel. You can use data validation to create a drop-down list in a cell and limit the values user can enter. But, do you know that you can use data validation in a multitude of ways to prevent users from entering wrong data?
Here is a practical application: Prevent users from entering duplicate values in a range of cells.
For eg. you are making an invoice. Wouldn’t it be cool if Excel prompted you when you enter a duplicate line item so that increase the item quantity instead of repeating it.
Here is a 3 step tutorial to do just that.
Step 1: Identify the range of cells where you want only unique values to be entered
This is simple. All you have to do is find the range where you want to control the user input. Lets say the range is B4:B11
Step 2: Set up Data Validation to prevent duplicate entries
Select the range (B4:B11) and go to data validation (Excel 2007: Data Ribbon > Data Validation, or press ALT+AVV)
Now, specify the validation type as “Custom”, this will allow us to use formulas to check for valid data. In our case, we need check if a particular entry is duplicated in the range B4:B11. This can be easily done using COUNTIF formula [learn COUNTIF Formula in plain English].
Go to the formula field and type the countif formula like this: =COUNTIF($B$4:$B$11,B4)<=1
Also, you can set up the “Error Alert” so that you can show a custom message when a duplicate value is typed, like “You have already added that product” message.
Once you set up error message, it will show up like this:
Step 3: Sit back and Relax
The third step is all too familiar. Now that you have prevented duplicate entries in your spreadsheets you can sit back and relax. May be read a few more spreadcheats.
More kickass stuff on data validation (and working with duplicates) using excel
There are a ton of useful articles on the site related to data validation and working with duplicates using excel. Here is a sample. Get started and learn something useful today.
- Data Validation Tricks in Excel [with downloadable tutorial]
- Remove Duplicate Values from a Range in Excel
- Using Array formulas to find if a list has duplicates
- Working with duplicate items in Excel [several examples]
- Examples & Articles on Excel Data Validation
This post is part of our spreadcheats series (yes, the series is still going after one year 😛 )
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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