As part of a my ongoing consulting gig, I often run painfully long queries on SQL Server to fetch data. This data obviously ends up in Excel for further analysis. Now, some of these queries return NULL values in several columns (did I tell you that the queries have a gazillion left joins on them, oh yeah, they do). Although technically NULL is nothing, when you import this data to Excel, we get the text value NULL in the cells. And I don’t need these NULL values messing up all the calculations and pivots.
Of course, we can go ahead and use the isnull() SQL function to deal with them at the query level. But since the queries have 100s of columns and used by various teams for different purposes, changing them causes a lot of pain. So I did what any sensible Excel user would do. Just kill those NULLs mercilessly once they are in Excel.
How to get rid of all NULLs?
Simple. Find replace. Just press CTRL+H and enter NULL as find value, replace with nothing, check “Match entire cell contents” option and viola. NULLs are gone.
Of course, doing this NULL Kill find replace can quickly get tiring and dull. So I went ahead and wrote a one line macro that does this and stuck this macro on the quick access toolbar. Now, whenever there is some new query data, I just press this button, play swoooosh sound in my mind and smile.
Here is the macro, incase you deal with the same problem everyday.
Sub killNull()
Dim rng As Range
Set rng = ActiveCell.CurrentRegion
rng.Replace "NULL", "", LookAt:=xlWhole
End Sub
Here is instruction on how to add this macro to your personal macros workbook and how to add it to QAT or Ribbon.
Check out more short & sweet macros to save time.
Dirty data distressing daily?
If you deal with dirty data, please share examples of your problems in the comments. I am always looking for new material / ideas to discuss on the blog. Alternatively, if you have a smart way to deal with dirty data, post it in the comments. I am always looking for things to learn.
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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