Show Top 10 Values in Dashboards using Pivot Tables

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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

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14 Responses to “How many ‘Friday the 13th’s are in this year? [Formula fun + challenge]”

  1. in C3=2016
    in C4=3
    in C5=1 (the first next year with three Friday the 13ths)

    =SMALL(IF(MMULT(--(MOD(DATE(C3+ROW(1:1000),COLUMN(A:L),13),7)=6),ROW(1:12)^0)=C4,C3+ROW(1:1000)),C5)

    formula check in the next 1000 years

  2. Brian says:

    This will generate a table of counts of Friday the 13th's by year. If I didn't screw it up the next year with three is 2026.

    I created a simple parameter table with a start date and end date that I wanted to evaluate. That calculates the number of days and generates a list of those days. Then filter and group. The generation of the list in power query (i.e. without populating a date table in excel) is pretty cool, otherwise this isn't really doing anything than creating a big date and filtering/counting.

    let
    Source = List.Dates(StartDateAsDate, Days2, #duration(1,0,0,0)),
    ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
    AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
    AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
    FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
    Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
    in
    Friday13thsByYear

    • Brian says:

      With the parameters replaced by values should you want to play along at home. This runs for 20 years starting on 1/1/2016.

      let
      Source = List.Dates(#date(2016,1,1), 7300, #duration(1,0,0,0)),
      ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
      AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
      AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
      AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
      FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
      Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
      in
      Friday13thsByYear

  3. Alex Groberman says:

    =MATCH(3,MMULT(N(WEEKDAY(DATE(C3+ROW(1:100)-1,COLUMN(A:L),13))=6),1^ROW(1:12)),)+C3-1

    • David N says:

      It should be pointed out that Alex's solution, unlike some others, has the additional advantage of being non-array. My solution was nearly identical but with -- and SIGN instead of N and 1^.

      =C3-1+MATCH(3,MMULT(--(WEEKDAY(DATE(C3-1+ROW(1:25),COLUMN(A:L),13))=6),SIGN(ROW(1:12))),0)

  4. SunnyKow says:

    Sub Friday13()

    Dim StartDate As Date
    Dim EndDate As Date
    Dim x As Long
    Dim r As Long

    Range("C7:C12").ClearContents
    StartDate = CDate("01/01/" & Range("C3"))
    EndDate = CDate("31/12/" & Range("C3"))
    r = 7
    For x = StartDate To EndDate
    If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
    Cells(r, 3) = Month(x)
    r = r + 1
    End If
    Next
    End Sub

    • SunnyKow says:

      Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3

      Sub ThreeFriday13()

      Dim StartDate As Date
      Dim EndDate As Date
      Dim x As Long
      Dim WhatYear As Integer
      Dim Counter As Integer

      Range("E7").ClearContents
      StartDate = CDate("01/01/" & Range("C3") + 1)
      EndDate = CDate("31/12/" & Range("C3") + 100)
      Counter = 0

      For x = StartDate To EndDate
      If WhatYear Year(x) Then
      WhatYear = Year(x)
      'Different year so reset counter
      Counter = 0
      End If
      If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
      Counter = Counter + 1
      If Counter = 3 Then
      WhatYear = Year(x)
      Exit For
      End If
      End If
      Next
      Range("E7") = WhatYear

      End Sub

      • SunnyKow says:

        *RE-POST as not equal did not show earliuer
        Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3

        Sub ThreeFriday13()

        Dim StartDate As Date
        Dim EndDate As Date
        Dim x As Long
        Dim WhatYear As Integer
        Dim Counter As Integer

        Range("E7").ClearContents
        StartDate = CDate("01/01/" & Range("C3") + 1)
        EndDate = CDate("31/12/" & Range("C3") + 100)
        Counter = 0

        For x = StartDate To EndDate
        If WhatYear NE Year(x) Then
        WhatYear = Year(x)
        'Different year so reset counter
        Counter = 0
        End If
        If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
        Counter = Counter + 1
        If Counter = 3 Then
        WhatYear = Year(x)
        Exit For
        End If
        End If
        Next
        Range("E7") = WhatYear

        End Sub

  5. Devesh says:

    I've a doubt with using array formula here.
    In sample workbook, I tried to replicate the formula again.
    =IFERROR(SMALL(IF(WEEKDAY(DATE($C$3,ROW($A$1:$A$12),13))=6,ROW($A$1:$A$12)),$B7),"")
    For this I selected C7 to C12, and typed the same formula and pressed ctrl+alt+Enter. But in all cells it is taking $B7 (and not $B7, $B8, $B9.... etc)
    and since it is array formula I can't edit individual cell.
    Please guide.
    Thanks

  6. Pablo says:

    Hi Chandoo,
    Cool stuff. You need to clarify that the answer of 5 represents the 1st month in the year that has a Friday the 13th, and not the number of Fridays the 13th in the year. Subtle, but important difference.
    Thanks,
    Pablo

  7. Micah Dail says:

    I like the MMULT() function far more, but here's how I would have tackled it. It uses an EDATE() base and MODE() over 100 years. I'm assuming that 100 years is enough time to catch the next year with 3 friday 13th's. Array entered, of course.

    {=MODE(IFERROR(YEAR(IF((WEEKDAY(EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))))=6), EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))), "")), ""))}

  8. Jason Morin says:

    Finding all the Friday the 13ths in a Year:

    =SUMPRODUCT((DAY(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))))=13)*(TEXT(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))),"ddd")="Fri"))

  9. jmdias says:

    {=sum(if(day.of.week(DATe($YEAR;{1;2;3;4;5;6;7;8;9;10;11;12};13);1)=6;1;0))}
    just list the years

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