Some of you know that I have a full time job as a business analyst with one of the largest IT companies in the world. I help insurance companies do their IT better in that job. Almost a week ago, I have resigned from my day time job.
Back story:
As far back as I can remember, I have always wanted to run my own company. It is one of the reasons why I pursued MBA. But over the course of years, the part in me that is curious, risk taking and stubborn has vanished and was replaced by cautious, calculated and flexible self. May be it is all the education and social set up, or may be it is just me. The change has been subtle but very powerful. So much that when I finished MBA in 2006, I did not consider setting up my own company, even for a second. I was bending backwards to impress the recruiters and get a steady 9 to 5 job.
Year 2007 – the year of change:
The transformation from cautious to curious has been gradual and began in 2007. I went to USA for the first time in my life and met several interesting and enterprising people. I also realized the potential of web based startups. They are low cost, easy to setup and run and can be managed on part-time basis. Around the same time , my crush with Excel happened. So I started writing about it on my personal blog (yes, PHD used to be a personal blog before 2007. Dig deep in to archives and you will find a lot stories, experiences and trivia). But I also started a small website in the movie domain. The movie site didnt go that well, but PHD kept on rocking.
In the meanwhile, my day job kept me busy and gave me lots of challenging assignments. So I pushed PHD to the side track and worked on it in the nights and weekends. But somewhere in my heart I knew that I would have to quit my job and pursue PHD as a full time venture. But the cautious side of me never let it happen.
Years 2008 and 2009 – Foundation years:
Along the years (in 2008 and 2009) I cleared my student loans and most of the mortgage (house loan). I also made some buffer money by working in foreign locations and monetizing PHD’s traffic thru ads. All this was poured in to our bank accounts to create little cushion for us. Even then I wasnt thinking about quitting my job and starting a company.
Then I became dad in late 2009. Simultaneously I launched excel project management templates for sale. As my kids grew, the sales of PM Templates also went up. This was encouraging.
Year 2010 – Finally,
So in year 2010 I took some of the money made from PM Templates and invested in the Excel School program. Again many of you have welcomed the program with both hands and I saw a generous boost in part time business. But even then I wasn’t quite sure if working on PHD alone is a good idea.
Then something strange happened. Between day job, work on PHD I was spending very little time my family. My work demanded that I be in Denmark for extended time and I could hardly find any time to be with Jo and the kids. I was being a bad dad and husband. And that feeling was killing me inside.
So in March 2010 I came back to India on vacation. My initial plan was to take a 6 month sabbatical from day job and spend that time with my wife and kids. But after spending a month with them I couldn’t imagine going back to work. So I sent in my resignation last week.
What next?
I jokingly tell my wife that instead of working for one boss, I have now 9500 bosses. Each with different and very high expectations. 🙂
- Well, I will devote more time to PHD and update it regularly. I will strive to maintain the quality of posts and interaction here.
- I will also launch few new products (may be one product every 2 months) to keep the income stream trickling.
- I will be running Excel School on regular basis (or make it as an on-demand product).
- I will be doing more Excel Consulting work (Do you need a dashboard or report to be done? Drop me an email to get a quote).
- I will be able to conduct on-site training sessions any where in India.
- But most importantly I will be there to smile when Jo, Nishanth and Nakshatra wake up from sleep, and when they go to bed. every day. And that makes me happy 🙂
PS: I am planning to chronicle my journey as an entrepreneur at startup desi. Follow me there if you like to know how to run a one man shop online.
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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