In the past I have written a number of posts on the use of Custom Number formats including
Selective Chart Axis Formats
Custom Chart Axis Formats (Part 2)
A technique to quickly develop custom number formats
Chandoo has written about Custom Number Formats in:
Custom cell formatting in Excel a few tips tricks
Color Modifier
As part of these techniques you have the option to set the colors using the [Color] modifier
You can use a Custom format of: $#,##0;[Red]-$#,##0
10 Dollars will be displayed as $10
-10 Dollars will be displayed as -$10
Colors available include Red, Blue, Green, Yellow
However there is a much larger color palette available
Anybody who has or is still using Excel 2003 or prior will have a color picker which looks like this:
Well these 56 colors are all available and not just in Excel 95-2003 but in All Excel versions up to and including Excel 2013.
We have two methods to access these colors:
1. Using the Colors Name or
2. Using a Color Number.
Color Name
In Excel 95-2003 you can Right Click on a cell and change the Font or the Fill color
Simply select a color like below:
Note that a Green Color has been selected, the Dialog shows the name of the Color as Sea Green
To save you opening an early version of Excel here are all the colors listed above:
Top Row
Black, Brown, Olive Green, Dark Green, Dark Teal, Dark Blue, Indigo, Grey-80%
2nd Row
Dark Red, Orange, dark yellow, Green, Teal, Blue, Blue-Grey, Grey-50%
3rd Row
Red, Light Orange, Lime, Sea Green, Aqua, Light Blue, Violet, Grey-40%
4th Row
Pink, Gold, Yellow, Bright Green, Turquoise, Sky Blue, Plum, Grey-25%
5th Row
Rose, Tan, Light Yellow, Light Green, Light Turquoise, Pale Blue, Lavender, White
6th Row
Periwinkle, Plum, Ivory, Light Turquoise, Dark Purple, Coral, Ocean Blue, Ice Blue
Bottom Row
Dark Blue, Pink, Yellow, Turquoise, Violet, dark Red, Teal, Blue
To use these use the format $#,##0;[Color Name]-$#,##0
eg: [Blue Grey]$#,##0;[Sea Green]-$#,##0
This will display Ten Dollars as $10 and Negative Ten Dollars as -$10
Color Number
The Alternative method is to use a Custom Number Format and using the Color Number modifier like [Color Number]$#,##0;[Color Number]-$#,##0
[Color4]$#,##0;[Color3]-$#,##0
This will display Ten Dollars as $10 and Negative Ten Dollars as -$10
Once again to save you trialing each color you can see the effects of each color on a white and Black background below:
Warnings:
I haven’t tested it but I am sure the Color Names will be different in different language versions of Excel.
I haven’t tested these techniques on a Mac version of Excel but I am pretty sure these techniques should work.
Forward compatibility should be ok, but can’t be guaranteed.
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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