Did you know you can apply any text effect to a single character or group of text characters within a cell ?
How?
Select the cell
Enter Edit Mode by pressing F2
Move to the characters you want to edit,
Hint 1: Use Ctrl and the Left/Right Arrows to jump words left and right
Hint 2: Use Ctrl Home/End to Jump to the Start /End of the cells text
Select the text with Shift and Left/Right Arrows
Hint 3: Use Ctrl Shift and the Left/Right Arrows to Jump over and select words left and right
Apply the format, see below for a list of available formats
You can then move to other characters and edit them as appropriate.
Here is a quick demo:
Did you know you can apply any text effect to text as you enter it?
How?
As you are typing some text try the following
Enter some text, as you are typing apply Bold (Ctrl B), Italic (Ctrl I), Underline (Ctrl U) to toggle the effects on,
Hint 4: Use the keyboard shortcuts, Bold (Ctrl B), Italic (Ctrl I), Underline (Ctrl U) again to toggle the effect on/off as required
You can also apply color /font by using the appropriate menu drop down or Ctrl 1, Format Cells
Once again apply a format continue to type the text, apply/change formats as you go
Here is another quick demo:
What Formats are available
There are many Text formats that are available:
Bold – Ctrl B
Underline – Ctrl U
Double Underline – Ctrl 1 menu
Italic – Ctrl I
Font Color – Color Picker or Ctrl 1 menu
Font Size – Font Size Picker or Ctrl 1 menu
Super Script – Ctrl 1 menu
Sub Script – Ctrl 1 menu
Strikethrough – Ctrl 1 menu
Alt Enter – Add a second Line of text
Uses
There are many times where the use of in-cell text formatting is required
- Highlighting Individual Characters or Words
- Adding Footnote and other references
- Writing Chemical Formulas
- Writing Mathematical Formulas
Limitations
There are a few limitations to what and when in-cell formatting can be applied
- The limitations of these techniques is that it cannot be applied to characters of a cell where the cell is a formula
- The formats can’t be applied selectively by Conditional Formatting
- The Cells background color applies to the whole cell and cannot be changed for part of the cell or on a character by Character basis
- The Copy Cell Format tool does not copy in-cell text formats 🙁
Uses
When have you used in-cell text formats to great effect ?
Let us know in the comments below.
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)
[…] Finding non-performing customers using Pivot Tables […]