All articles in 'Pivot Tables & Charts' Category
Pivot tables are very powerful analysis tools. They can summarize vast amounts of data with just few clicks. But they are lousy when it comes to output. Imagine the horror of putting a pivot table right inside your beautiful dashboard. One refresh could ruin the layout and create half-an-hour extra work for you.
How to combine the power of pivot tables with elegance of your dashboards?
The answer is: GETPIVOTDATA()Continue »
But there is one tiny problem with them. Usually we have a lot of data, but we don’t to visualize all of it. We just want to visualize latest 30 days trend or last 12 months trend or QTD or something similar. What then?
In this video, learn a powerful and very simple way to create dynamic sparklines using Excel.Continue »
Slicers are one of my favorite feature in Excel. And here is a quick demo to show why they are my favorite.
Slicers – what are they?
Slicers are visual filters. Using a slicer, you can filter your data (or pivot table, pivot chart) by clicking on the type of data you want.
For example, let’s say you are looking at sales by customer profession in a pivot report. And you want to see how the sales are for a particular region. There are 2 options for you do drill down to an individual region level.
- Add region as report filter and filter for the region you want.
- Add a slicer on region and click on the region you want.
With a report filter (or any other filter), you will have to click several times to pick one store. With slicers, it is a matter of simple click.
Read more to learn all about slicersContinue »
Who is the most consistent of all?
Imagine you are a category manager at a large e-commerce company. Your site offers various products, but you don’t really make these products. You list products made by other vendors on your site. Every day, these vendors would send you invoices for the amount of product they have sold. Above is a snapshot of such invoices.
Looking at this list, you have a few questions.
- Who is the best seller?
- Who is the most active seller?
- Who is the most consistent seller?
- Which seller has fewest invoices?
Let’s go ahead and answer these using Excel. Shall we?Continue »
Last week, I asked my email newsletter readers to submit “one data analysis problem you are struggling with”. We called it BYOD – Bring your own data. More than 100 people have emailed various interesting (and often very difficult) problems. This week (between 16th of February to 20th of February), let’s take a look at some of these problems and solve them.
Consolidating data in different shapes
We can use either VBA or Excel’s consolidation features to combine data that has same shape (ie same number & type of columns). Here is one way to do it.
But what if we need to consolidate data that is in different shapes?
Something like above.
In such cases, we can use 3 powerful tools.
- Multiple Consolidation Ranges – Pivot Tables
- Power Query
So let’s examine how to use these approaches to consolidate data in different shapes.Continue »
Howdy folks. Jeff here, bringing you a Public Service Announcement: Thanks to the magic of VBA , Structured PivotTable References are coming to a PivotTable near you! Structured References for PivotTables? So what? Well, because PivotTables are the best bit of ‘old’ Excel, and Tables are the best thing about ‘new’ Excel, and it’s about […]Continue »
In the 18th session of Chandoo.org podcast, lets loose your Pivot table virginity.
Note: This is a short format episode. Less time to listen, but just as much awesome.
What is in this session?
Pivot tables are a very powerful & quick way to analyze data and get reports from Excel. But surprisingly, not many use them. Today, lets bust your pivot table virginity and understand the concepts like pivoting, values, labels, filters, groups and more.
In this podcast, you will learn,
- What is a Pivot Table?
- Example of business data & reporting needs
- Key pivot table terms to understand
- Creating your first pivot table
- Learning more about pivot tables
Recently we asked you, what do you struggle doing in Excel? 170 people responded to this survey and shared their struggles. In this post, lets examine the top 10 struggles according to you and awesome remedies for them.Continue »
Last week, we learned how to use formulas to reconcile (match) transactions in Excel. Today, lets take a look at even faster and simpler way to do this:
Using Pivot Tables
Here is a short video explaining the technique and why it works. See it belowContinue »
Today, lets understand how to use Calculated items feature in Pivot tables. We will use a practical problem many of us face to learn this feature – ie calculating conversion ratio from a list of sales calls.Continue »
Here is a quick pivot table tip.
When reporting summaries by month, it would be better to highlight 3 months at a time (Jan, Feb, Mar in one color, Apr, May, Jun in another color) than showing all in one color. Today, lets learn how to do this in easiest possible way.Continue »
Pivot tables are great help when analyzing lots of data. One of the common questions managers & analysts ask (when looking at monthly sales data for example) is,
How is the monthly performance of our teams (or regions, products etc.)?
A pivot report can answer this question in a snap. Today lets learn how to do that.Continue »
Moosa, one of our readers emailed this interesting question:
I have huge list of customers (around 1500).
Table includes following information
Customer # , Customer Name, Sales 2002, sales 2003, … sales 2012
My requirements are
1. list of customer who did not have sales during all these years
2. List of customer who have not business from 2003
3. List of customer who have not business from 2004
Today, lets learn how to identify all the non-performing customers.Continue »
Ever looked at a Pivot table & wondered how you can sort it differently?
“If only I could show this report of monthly sales such that our best months are on top!”
Well, there is a way to do it without sacrificing 2 goats or pleasing the office Excel god. Just use custom sorting options in Pivot tables.Continue »
Pivot tables are a great way of summarising and consolidating data to produce summary reports.
One of the main limitations of Pivot tables is that they don’t natively return Text values.
This post looks at a method to work around this without the use of VBA.Continue »