Last week I introduced the technique of using custom Number Formats for Chart Axis Labels which was well received.
So Today I present a few more alternatives, some being sourced from comments raised in the first post
Highlight Axis Ranges in Color
Axis Number Format: [Blue][<=40]0;[Red][>=100]0;[Green]0
Axis Font: Normal
Highlight Thousands as K
Axis Number Format: [<=1000]#,##0;[>1000]#,##0.0, K;0
Axis Font: Normal
Highlight Data Labels
In the original post I mentioned briefly that this technique can be applied to Data Labels, but didn’t demonstrate it.
Data Labels Colored according to Value
Axis Number Format: [Blue][<80]0;[Red][>=80]0
Axis Font: Normal
Data Label Number Format: [Blue][<80]0;[Red][>=80]0
Data Label Font: Normal
Data Labels Highlighted with Symbols
Axis Number Format: [Blue][=80]”4″;[Red][=60]”8″;
Axis Font: Webding
Data Label Format: [Blue][>=80]”P”;[Red][<80]”O”;
Data label Font: Wing Dings 2
SO HOW DO THESE WORK?
As with cells you can apply custom Number formats to any of the Charts numerical objects including the Charts Axis and Data Point Labels.
You can read a full discussion in the original post or …
Select the Chart and then the Axis or Data Point Labels.
Goto the Number Tab and select Custom
Insert the formats text, Add
Apply
Links
The links below will explain the intricacies of Custom Number Formats.
http://peltiertech.com/Excel/NumberFormats.html
http://www.ozgrid.com/Excel/excel-custom-number-formats.htm
http://chandoo.org/wp/2008/02/25/custom-cell-formatting-in-excel-few-tips-tricks/
Examples
You can see how all the above Charts are made using the Sample Data Files Attached
Version – Excel 1997/03, Excel 2007/10.
WHAT ARE YOUR FAVOURITE CUSTOM NUMBER FORMATS?
What are your favourite custom number formats?
Let us know in the Comments below:
Hui…
For a list of my other contributions at Chandoo.org please visit: Hui…
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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