Here is an interesting use of Excel. Use it to design User Interface Prototypes.
A UI Prototype is one of the steps we do while developing systems. It contains a clear and detailed user interface mocked up so that we can clearly find-out how end-users would react to such a system.
Now, there are a ton of great tools to build UI prototypes, easiest of them being pencil and paper. But I have been using Excel (ahem!) for creating UI prototypes for the last few years with great success.
In almost all the projects where I worked as a business analyst, I used Excel (or Powerpoint) to create clear, well defined UI mockups to show what the end system would look like. This has helped greatly in understanding various unstated needs of users and speeded up system development.
A Practical Example of UI Prototypes made in Excel
Today I want to show you a practical example of how UI prototypes designed in Excel helped me choose one alternative over other.
While creating Excel School sales page, I needed to clearly show both options and provide a way to select one of them for the prospective students. I had 2 ideas in mind. I wasn’t sure which one would work. My initial thought is to draw both of them on paper and show it to my wife and find-out which one she would prefer. But then, my drawing is as good as my skateboarding. Just plain awful.
Even though I cannot draw a peanut on paper, I can create a whole peach tree in excel. So I turned to it and created 2 exact mockups of what I had in mind.
Then I showed both of them to my wife. She pointed to the one on left.
So I went with that option and designed it in HTML / CSS later that night.
But, this is a lame example. What if I want to make a complex UI in Excel?
Of course my example is lame. But you can make complex UIs in Excel with same ease. Remember form controls? You can use them to quickly create a mock up of almost any system and show it to your users to get instant feedback.
Here is an example:
Download Excel UI Prototype Examples Workbook:
In this workbook, you can find above 3 examples. See them, play with them, poke them to get inspiration for your next UI prototype.
Do you use Excel for Prototyping?
As I said, I have more than once impressed my customers by quickly churning out a mockup using excel. You can easily add drawing shapes, icons, form controls and place them on the grid layout to give perfect alignment and look. I think this is a great use of Excel.
What about you? Do you use excel for UI Prototyping? Share your experiences using comments.
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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