Show Top 10 Values in Dashboards using Pivot Tables

Share

Facebook
Twitter
LinkedIn

A good dashboard must show important information at a glance and provide option to drill down for details.

Showing Top 10 (or bottom 10) lists in a dashboard is a good way to achieve this (see below).

Show Top 10 Values in Dashboards

Today we will learn an interesting technique to do this in Excel.

Lets assume you are the owner of ACME inc. and you want to show the performance of your products in a dashboard. But since you hate clutter (and love Coyote, your lone customer), you want to show the top 10 products by sales & orders and give an option to drill down if someone is interested.

Lets say your data looks like this:

Show Top 10 Values in Dashboards - Data

Now, follow these simple steps.

  1. Select your data & insert a pivot table (tutorial here).
  2. Use product as the row label & sales as the value for pivot table.
  3. Now, sort the products by descending order of sales – See this:
    Pivot Table Sorting Options - Excel Dashboards
  4. Comeback to dashboard and point to first 10 rows of the pivot report using cell references.
  5. Type view more in a cell beneath the top 10 and press CTRL+K (this opens the hyperlink dialog box).
  6. Just point to cell A1 in your pivot report worksheet. Click OK.
  7. Now, if you click on the view more link, you will jump to pivot report instantly. Pretty neat, eh?
  8. That is all. Go sell some Mouse Snare or Iron Bird Seed. Mr. Wile is at the counter.

Advantages of this technique:

Ardent readers of chandoo.org or dashboard practitioners usually rely on a sort & scroll technique similar to the one we discussed in KPI Dashboards post. But as you can see, using formulas & form controls is a tedious process. If you want to filter your source data based on a criteria (say top products by sales where refund rate is more than 3%) then your formulas will be awfully long and complicated.

This is where pivot tables shine. They are easy to setup. You can sort & filter pivot tables in multiple ways & then link the output to dashboard tables (or charts) with ease.

Download Example Dashboard with top 10 tables

Click here to download the example dashboard with top 10 tables. This is a demonstrative file, not a real dashboard. So take it with a pinch of salt (or TNT if you fancy).

Do you show Top 10 values in Dashboards?

I use them all the time. You can see top 10 values in many of the dashboards I constructed or recommend. (here is 1,2,3). I think they are a great way to capture attention and encourage analysis. You can get top 10 values using either pivot tables like above or use formulas like large & small. You can even set up dynamic charts to show top 10 values. or use Conditional formatting to highlight top 10 values. I just love them.

What about you? Do you show top / bottom values in your dashboards? What techniques and ideas you follow. Please share using comments.

More Excel Dashboard Techniques:

Get Dashboard Training from Chandoo.org

I have made an hour long video training explaining how to construct Excel Dashboards using a recent dashboard I made as an example. If you work on dashboards, this is a good program for you. Click here to learn more.

Excel Dashboard Training from Chandoo.org

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

12 Responses to “Analyzing Search Keywords using Excel : Array Formulas in Real Life”

  1. Very interesting Chandoo, as always. Personally I find endless uses for formulae such as {=sum(if(B$2:B$5=$A2,$C$2$C$5))}, just the flexibility in absolute and relative relative referencing and multiple conditions gives it the edge over dsum and others methods.

    I've added to my blog a piece on SQL in VBA that I think might be of interest to you http://aviatormonkey.wordpress.com/2009/02/10/lesson-one-sql-in-vba/ . It's a bit techie, but I think you might like it.

    Keep up the good work, aviatormonkey

  2. Andy Pope says:

    Hi Chandoo,

    You might find this coded solution I posted on a forum interesting.

    http://www.excelforum.com/excel-programming/680810-create-tag-cloud-in-vba-possible.html

  3. [...] under certain circumstances.  One of the tips involved arranging search keywords in excel using Array Forumlas.  Basically, if you need to know how frequent a word or group of keywords appear, you can use this [...]

  4. Chandoo says:

    @Aviatormonkey: Thanks for sharing the url. I found it a bit technical.. but very interesting.

    @Andy: Looks like Jarad, the person who emailed me this problem has posted the same in excelforum too. Very good solution btw...

  5. bob says:

    Realy great article

    "You can take this basic model and extend it to include parameters like number of searches each key phrase has, how long the users stay on the site etc. to enhance the way tag cloud is generated and colored."

    How would you go about doing this? I think it would need some VB

  6. Thiago says:

    Hi,
    I found the usage very interesting, but is giving me hard time because the LENs formula that use ranges are not considering the full range, in other words, the LEN formula is only bringing results from the respective "line" cell.

    Using the example, when I place the formula to calculate the frequency for "windows" brings me only 1 result, not 11 as displayed in the example. It seems that the LEN formula using ranges is considering the respective line within the range, not the full range.

    Any hint?

  7. Hui... says:

    @Thiago
    You have to enter the formula as an Array Formula
    Enter the Formula and press Ctrl+Shift+Enter
    Not just Enter

  8. Gary says:

    is there a limit to the number of lines it can analyse.
    Ie i am trying to get this to work on a list of sentances 1500 long. 

    • Hui... says:

      @Gary
      In Excel 2010/2013 Excel is only limited by available memory,
      So just give it a go
      As always try on a copy of the file first if you have any doubts

  9. Sumit says:

    Apologies if I am missing something, but coudn't getting frequency be easier with Countif formula. Something like this - COUNTIF(Range with text,"*"&_cell with keyword_&"*")

  10. Ray says:

    Apologies if I missed, but what is the Array Formula to:

    1. Analyze a list of URL's or a list of word phrases to understand frequency;
    2. List in a nearby column from most used words to least used words;
    3. Next to the list of words the count of occurrences.

Leave a Reply