Today, lets talk about an interesting extension to the idea of in-cell charts. Adding average or target markers to the chart.
Here is what we are going to create:
PS: this chart is inspired from an email from Brian Coetzee.
In-cell what? A quick re-cap
If you have never heard about in-cell charts, read this quick re-cap section.
In-cell charts are light weight charts generated to fit inside a single cell. Example in-cell charts are
- sparklines
- conditional formatting data bars
- bar charts generated with REPT formula.
First 2 options are very straight forward. It is (3) that is exciting because it opens up a lot of possibilities for us. See below, an introduction to in-cell charts.
For more on in-cell charts, refer to resources section at the end of this article.
In-cell charts with markers – how to?
Adding a marker (like average or target or last year value) can enhance your charts greatly and provide more context. Lets understand how to add marker symbols to in-cell charts.
For simplicity sake, assume that,
- A1 has data value
- B1 has average value
Now, the marker can be in 2 places.
- Inside the bar
- Outside the bar
The basic formula for generating an in-cell bar with markers is,
=IF(A1<B1, REPT("|", A1) & REPT(" ", B1-A1) & ".", REPT("|", B1) & "." & REPT("|", A1-B1))
How does this formula work?
First we check if we should print the marker outside the bar or inside the bar with IF(A1<B1 portion.
Then, if we need to print the marker outside,
REPT("|", A1) & REPT(" ", B1-A1) & "."
- Print | symbol A1 times
- Print SPACE (B1-A1) times
- Print the marker symbol
Else
REPT("|", B1) & "." & REPT("|", A1-B1)
- Print | symbol B1 times
- Print marker
- Print | symbol A1-B1 times
Download in-cell chart template
Click here to download example workbook. It contains in-cell charts with markers. Play with the formulas to learn more.
More resources & examples on in-cell charting
Don’t keep your cells empty and boring. Load them with impressive analysis & charts. Learn from below resources.
- In-cell bar charts, revisited
- Use playbill to make better in-cell charts
- Murders vs. Suicides – Interactive chart
- In-cell charts + pivot tables
- Survey results – in-cell dotplot
- In-cell sales funnel chart
Do you make in-cell charts?
In-cell charts are one of my favorite charting techniques in Excel. I use them often in my reports or dashboards, when I want something quick & light-weight. They are easy to make & can look super awesome when you sprinkle a bit of conditional formatting on top.
What about you? Do you create in-cell charts? What are your favorite tips & techniques for working with them. Share your thoughts in comments.
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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