Last week in the Chandoo.org Forums, I was asked could I reproduce the chart below in Excel
Which I did.
This post will describe how to tackle this chart step by step.
You can follow along using some sample data: Download Sample File
Data
To produce this chart we are going to use an Excel Stacked Bar chart with two series of data
The first Series will be for the Colored Bars
The second series is for the Arrow and the gap to the left of the arrow
The data required is shown in the above table
The Arrow Value is an input and is the value the Arrow will point to
The data is the values for the colored bars
The Arrow is two calculations that setup the Arrow, the 58 is the offset from zero to the left side of the arrow
The 4 is the width of the arrow. That is the arrow will point to 60 = 58 + 4 /2
The Cumulative Data is required for the Legend
Chart
In Excel 2016
Select the range C3:G4 and goto Insert Chart
Select Bar, Stacked Bar
In Excel 2010
Select the range C3:G4 and goto Insert Chart
Select Bar, Stacked Bar
Now with the Chart selected goto the Chart Tools, Design Tab
Click on the Switch Row/Column Tab
Excel All Versions
You should now have a chart like:
Bar 1 is the data and Bar 2 will become the arrow
We don’t need the Charts Title, Legend, Grid Lines or Axis, so select each and press Delete
Next we will add an arrow
The Arrow will be placed as a Fill in the Upper Orange Bar
Select a Blank Cell eg: I3
Then goto the Insert, Shapes Menu and select an Isosceles Triangle
Fill the Arrow with what ever color you want and drag the Handle down so that the arrow points down
To insert the arrow, select the Arrow and press Copy (Ctrl+C)
Now select the Chart and click on the Upper Orange Bar, click on it again until it is the only Bar with Handles Showing, the press Paste (Ctrl+V)
Now select the Upper Blue Bar and set its fill and outline to None
Right Click on any Bar and select Format Data Series
Set the Series Overlap to 100% and set the Gap Width to 0%
Now click on the chart, just above the Blue Bar
When the Resize Handles appear, drag them to resize the chart so that the gap between the Top and Bottom Bars is none
We can now add the labels
Select the Orange Bar and then Select it again until it is the only Bar with Handles
Right Click on it and Add Data Label
Now click on the new Data Label and click on it again until the Handles change as shown below
Now in the Formula Bar enter =Chandoo.org!$C$5 and apply
Right click on the Data Label and select Format Data Labels
Set the Label Position to Inside Base
Now repeat for each of the other Bars
and Finally add a Label to the arrow linking it to cell C2. You have to manually drag the Label to above the arrow.
Conclusion
Now that you know how to make a Bar Chart with Indicator Arrow, it should take you less than a minute to copy the bar chart, convert it to a Column chart and reformat it to a Column Chart with arrow as shown below
I hope you enjoyed the above tutorial
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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