We recently went on a road trip around parts of New Zealand’s north island. We have been to Taupo, Rotorua, East Cape and Napier. It took us 2 weeks, we drove more than 2,000 km and spent almost NZ $3,000 on the trip. Of course, being a data nerd, I made a plan of the trip in Excel and that helped us budget for this.
After getting back to home, I thought it would be fun to polish the planner workbook and share it with you all so you too can plan a fabulous road trip. So here we go.
Road trip budget & planner template
Click here to download the template.
How is it setup?
Simple. Any road trip style holiday has 4 main categories of expenses – Accommodation, Driving, Activities and Food. You can add one more category called “Other” to set budget for any miscellaneous expenses.
The template starts with budget for each of these 5 categories. Just specify the budget for each (except for food, which you can type in per day budget in the settings area.
Once you have the budgets in, also specify settings for calculating fuel expenses. Specify the MPG (or KMPL) and gas cost per gallon (or liter) and the template will calculate driving costs based on the number of miles (or KM) you plan to drive each day.
The last step is to enter daily details. For each day of your trip enter below details in the trip table:
- Date
- Where you plan to stay and how much it costs
- How much you plan to drive
- What activities you plan to take up and how much they cost
- Your actual food expenses (ie groceries, eating out, take away etc.)
- Any other expenses as you incur
The summary area shows how much of your budget is used up and a cute little thermometer chart for each category.
That is all. Enjoy your road trip.
Bonus: a simple way to extend the template
If you spend all the money on one credit (or debit) card, you can import the statement in to a new tab, categorize the expenses along the lines of Stay, Drive, Activities, Food or Other and then use SUMIFS to calculate actual values.
Hui’s Excel Hack
My apologies to Chandoo, but I have hacked his post
I have been using Excel 2016 and Office 365 for a while and as a Mining Engineer love to pay with Location data
I Rearranged Chandoo’s data and added a Single Activity Field instead of having multiple activity fields
I dragged the whole new table into Power Map and Voila
You can see how simple this is looking at the modified file here Dowload Modified File
Exporting the animation is a feature of Power Map, Yes I should have zoomed in on the heat map further
I hope Chandoo doesn’t remove my keys…
Like tracking things? Check out these templates
If you enjoy tracking and planning, check out these awesome templates too.
- 7 Personal finance trackers
- Grow your money mustache with this template
- Monthly planner template
- To do list template with priorities
How do you plan / track holidays?
For smaller / weekend getways, we don’t plan. We just get out and enjoy. But if we are going on a holiday / trip for more than a week, I like to plan things.
What about you? Do you plan / track your holidays? How do you do this? Please share your tips in the comments section.
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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