A few weeks ago Gewilson asked on the Chandoo.org Forums, “Can I simplify my formula? “
=176 – (SUMIF($B10:$AF10,”PD”,$B11:$AF11) +SUMIF($B10:$AF10,”FA”,$B11:$AF11) +SUMIF($B10:$AF10,”PS”,$B11:$AF11) +SUMIF($B10:$AF10,”PN”,$B11:$AF11) +SUMIF($B10:$AF10,”F1″,$B11:$AF11) +SUMIF($B10:$AF10,”P1″,$B11:$AF11) +SUMIF($B10:$AF10,”F7″,$B11:$AF11))
SirJB7 responded with a nice Sumproduct solution:
=176 – SUMPRODUCT(((B$10:AF$10)=({“PD”;”FA”;”PS”;”PN”;”F1″;”F7″})) *(B$11:AF$11))
So Today we will pull this apart to see what inside, I think what we find may surprise you.
SirJB7’s Formula
=176 – SUMPRODUCT(((B$10:AF$10)=({“PD”;”FA”;”PS”;”PN”;”F1″;”F7″})) *(B$11:AF$11))
To Simplify things I am going to use a Truncated set of data and adjust the formula accordingly
We will examine:
=176 – SUMPRODUCT(((B$10:I$10)=({“PD”;”FA”;”PS”;”PN”})) *(B$11:I$11))
This problem has a smaller Range B10:I10 instead of B10:AF10
as well as 2 less possible solutions {“PD”;”FA”;”PS”;”PN”} instead of {“PD”;”FA”;”PS”;”PN”;”F1″;”F7″}
The reason for this will soon become evident.
As usual you can download a Sample File to follow along with. Download Here.
Lets go:
=176 – SUMPRODUCT(((B$10:I$10)=({“PD”;”FA”;”PS”;”PN”})) *(B$11:I$11))
We can see above that the formula is subtracting the result of a Sumproduct from a Fixed Number 176. So we really only need to focus on the Sumproduct part of the formula.
As we saw In Formula Forensics 007 – Sumproduct, Sumproduct adds up the products of the constituent arrays.
In this case
SUMPRODUCT(((B$10:I$10)=({“PD”;”FA”;”PS”;”PN”;})) *(B$11:I$11))
Has only 1 constituent array. The array does consist of 2 components
SUMPRODUCT(((B$10:I$10)=({“PD”;”FA”;”PS”;”PN”})) *(B$11:I$11))
These is a Logic component ((B$10:AF$10)=({“PD”;”FA”;”PS”;”PN”}))
and a Numerical Component (B$11:I$11)
Which are then multiplied together.
Looking at the Logical Component first
((B$10:I$10)=({“PD”;”FA”;”PS”;”PN”}))
The formula is checking the Range B10:I10 against an Array of possible solutions {“PD”;”FA”;”PS”;”PN”}
That is, it is checking each value in our list {“PD”;”FA”;”PS”;”PN”}, against each cell in the range B10:I10.
If we type the above equation=((B$10:I$10)=({“PD”;”FA”;”PS”;”PN”})) into a spare cell C14, and press F9
Excel returns ={FALSE,FALSE,FALSE,FALSE,TRUE,FALSE,FALSE,FALSE;FALSE,TRUE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE}
What the …
If we look closely at the above array we will see that it contains a lot of True/Falses separated by ,’s and a few ;’s
={FALSE,FALSE,FALSE,FALSE,TRUE,FALSE,FALSE,FALSE;FALSE,TRUE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE}
Specifically there are 4 blocks of 8 True/Falses separated by ,’s, each block is separated by a ;
In Total 4 x 8 = 32 Values
What this is, is an array representing the multiplication of the 8 cells in the range B10:I10 with each element of the possible solution array
Each row of the Array is separated from the next by a ;
Each element in each row is separated by a ,
This is best displayed like:
You can see why I simplified the size of the original problem.
So we have an Array of True/Falses ={FALSE,FALSE,FALSE,FALSE,TRUE,FALSE,FALSE,FALSE;FALSE,TRUE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE}
Which is now multiplied by the next component of the Sumproduct
({FALSE,FALSE,FALSE,FALSE,TRUE,FALSE,FALSE,FALSE;FALSE,TRUE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE}) *(B$11:I$11)
In a spare cell, say C23 enter
=({FALSE,FALSE,FALSE,FALSE,TRUE,FALSE,FALSE,FALSE;FALSE,TRUE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE;FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE}) *(B$11:I$11) and press F9
Excel returns
={0,0,0,0,10,0,0,0;0,10,0,0,0,0,0,0;0,0,0,0,0,0,0,0;0,0,0,0,0,0,0,0}
Note that this array has the same 8 column x 4 Row layout as above, except that all the True have been replaced by the values in the Score cells B11:I11
Sumproduct now kicks in and adds these up
=Sumproduct({0,0,0,0,10,0,0,0;0,10,0,0,0,0,0,0;0,0,0,0,0,0,0,0;0,0,0,0,0,0,0,0})
To get 20
Which is subtracted from our original number
=176 – SUMPRODUCT(((B$10:I$10)=({“PD”;”FA”;”PS”;”PN”})) *(B$11:I$11))
= 176 – Sumproduct({0,0,0,0,10,0,0,0;0,10,0,0,0,0,0,0;0,0,0,0,0,0,0,0;0,0,0,0,0,0,0,0})
= 176 – 20
= 156
Download
You can download a copy of the above file and follow along, Download Here.
Other Posts In This Series
You can learn more about how to pull Excel Formulas apart in the following posts
We Need Your Help
I have received a few more ideas since last week and these will feature in coming weeks.
I do need more ideas though and so I need your help.
If you have a neat formula that you would like to share and explain, try putting pen to paper and draft up a Post like above or;
If you have a formula that you would like explained but don’t want to write a post also send it in to Chandoo or 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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