First some good news,
On 21st November, 2010, our little blog received its 10,000th comment!
Thank you so much for making this happen.
Those of you reading chandoo.org for a while know my penchant for comments. I have learned a lot of excel tips & ideas just by reading the comments you posted on this blog. I think comments are one of the best parts of this blog. So, naturally, I wanted to celebrate this milestone, with something big & awesome.
My intention was to download all the 10,000+ comments and play with the data to come up with something outstanding, like a dashboard. It took me 2 days to conceptualize and create this beauty.
10,007 comments visualized in an Excel Dashboard:
[click here for a larger version]
Summary of Findings from the Dashboard:
- Out of 10,007 comments, 8766 are comments left by people and 1241 are ping-backs (a comment made automatically by other blogs when they link to chandoo.org).
- Roughly 20% of comments are @ replies.
- 31 posts had more than 50 comments each. The maximum comments were 313 on the last visible cell poll.
- These 10,007 comments came from 2507 unique people. Top 20 commenters made 28% of comments.
- Median words per comment are 33. You said a total of 485,000 words so far. Impressive.
- There were only 5 days with zero comments in 2010 (as against 66 in 2008 and 15 in 2009).
- Fridays are most popular days for commenting with 20% comments coming in.
Learn How Dashboard is Constructed in a Crash Course:
I made this dashboard with lots of love & coffee. Of course, coffee wont magically turn data into in-cell charts. We need to arm twist our data and get the insights out ourselves.
That is why I made an hour long tutorial explaining how I constructed this dashboard. In the video I explain how I came up with the design, what formulas I used to cleanse & process the data, how various charts were constructed, what techniques I have used to put this together.
As this video is kind of advanced training on dashboards, I have decided to sell it. You can get a copy of the video & unlocked excel files for $37.
What you get with the purchase:
- A HD video explaining the dashboard construction process
- Same video in iPod compatible format for watching on the go.
- 2 Excel files, the original version & instructor version (unlocked)
Please note: You will not enjoy the video if you are an Excel beginner. Instead go thru Excel Dashboards page to equip yourself with necessary dashboard & charting skills before getting a training like this.
How is this Dashboard Made?
If you are curious to know which nuts & bolts are used in the dashboard, read up:
- The chart showing monthly trend of comments and day of week distribution are 2 different charts, one arranged on top of other.
- The word cloud showing relative frequencies of words used in comments is made using wordle. This is the only non-native Excel part of the dashboard.
- The Top 10 tables at the bottom are incell charts with some fancy colors.
- I have used pivot tables, SUMPRODUCT, SUMIFS, INDEX+MATCH, VLOOKUP formulas to process the data.
- Word counts are generated by processing the comment text using this technique.
Download the Dashboard File:
Click here to download a locked copy of the dashboard [mirror here]. You can examine the dashboard, but you can not alter it as it is password protected.
If you want an unlocked copy, you can get it by purchasing the video tutorial. Click here (or here).
A Big Thank You
A big, warm, cuddly thanks to you for making 10,000 comments. Everyday, your comments teach me new tricks on Excel & make me better at what I do. I am sure you feel the same about others comments.
Special thanks to top commenters – Jon Peltier (228), Hui (186), Jeff Weir (148), Robert (138), Jimmy (62), Rick Rothstein (60), Martin (58), Daniel Ferry (54), Dan l (53). Also, kudos to Stef@n for leaving a 900 word comment, the longest ever.
How do you like the dashboard?
Do you like the dashboard? Do you find it insightful? What modifications you would have made to it? Go ahead and share your ideas and tips with us. Please leave a comment.
PS: And get a copy of the training video if you work with dashboards a lot. I am sure you can pick up few tricks to become even more awesome.
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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