Update: As of Sept 3rd, 2010, this code or approach no longer works. Twitter has taken themselves too seriously to disable a working protocol in lieu of complicated oAuth. I am keeping the post intact for amusement and knowledge of xmlhttp works.
Twitter is fun. You can stay in touch with your friends and followers, 140 characters at a time.
Out of curiosity I opened the twitter api documentation today to see if it is possible to build an excel based desktop client to post messages to twitter.
It turns out that, doing this using twitter api is relatively simple. So I went ahead and built an excel sheet using which you can post messages to your twitter account. Interested? Read on
Create a new MS Excel file and make a data entry form like this
You can insert the button using form controls. Go to menu > view > toolbars and select “forms”.
Now select the button control and draw it on your sheet.
Excel will show a dailog asking which macro to run when that button is pressed. Enter the name as “tweetThis” or something cool.
Make sure you adjust the text color of password field same as background. That way your colleague (say hello to her from PHD) cannot look over your shoulder and know your twitter password.
PS: if you are using Excel 2007, form controls will be available in “Developer” tab of ribbon. If you don’t see developer tab, you must turn it on from “excel options”. Press office button and select excel options. I guess the option will be in “Advanced” area.
Create named ranges for your data
(this step is not mandatory)
We need just 3 fields of data to post a message to your twitter account. User name, Password and Message . Select each of the 3 cells and create named ranges for them. Name them something meaningful like “tusername”, “tpasswd” and “tmessage”. To create a name for selected cell, just press menu > insert > name > define (press the create name button in excel 2007)
Now, the fun part, writing macro code to post your message to twitter
The actual code is no geek stuff. We will use XMLHTTP object to do our work.
What is xmlhttp? it is the same object your browser uses to dynamically receive and send data from websites. It is the stuff behind all those cool AJAX powered sites.
First, right click on the “tweet” button you have created and select assign macro option. In the window it would show your macroname (tweetThis). Select it and click on edit button. This will open VBA Editor. Don’t freak out. 🙂
Our code needs to do the following stuff:
- Create an xmlhttp object
- Use twitter API’s post method and post the message
- Get the status and display it in debug window (just so that we would know if something went wrong)
- Close the xmlhttp object
I have written the below code, but I am sure you can write your own looking at how simple it is.
Sub tweetThis() Dim xml, tUsername, tPassword, tStatus, tResult Set xml = CreateObject("MSXML2.XMLHTTP") 'get the username entered by you in named range tusername tUsername = Range("tusername") 'get the password entered by you innamed rangetpasswd tPassword = Range("tpasswd") 'get the message entered by you innamed range tmessage tStatus = Range("tmessage")xml.Open "POST", "http://" & tUsername & ":" & tPassword & "@twitter.com/statuses/update.xml?status=" & tStatus, False xml.setRequestHeader "Content-Type", "content=text/html; charset=iso-8859-1" xml.Send tResult = xml.responsetext 'you can view Twitter’s response in debug window Debug.Print tResult Set xml = Nothing End Sub
Finally, enter your user name and password and a test message and test your code
If everything is fine, you should be able to tweet from that spreadsheet. Here is a sample message if you don’t know what to tweet:
Wow, http://chandoo.org/wp just posted a cool new way to make your own twitter client
You can easily extend this code to check someones status message, DM or message someone or analyze twitter stream. For processing twitter data you can use DOM parser objects from VBA.
Download Twitter from Excel Application and Play around with the code
Go ahead and download the twitter from excel app and learn by opening the code etc.
That is all. Do you like this ?
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17 Responses to “Budget vs. Actual Profit Loss Report using Pivot Tables”
Good Work, Yogesh & Chandoo! Thanks.
Hi everybody,
first sorry I am late to say something about this topic;actually I was waiting last part
second I am not accountant I am an Engineer
third """"Very Important""" the idea is not about Loss but I am sure it is profit
Based on third it shows:
1- How to use EXCEL
2- How to use pivot TABLES
3- How to collect and arrange DATA
4- How to make reports
Many Thanks
Hi Yogesh and Chandoo,
Thank you for sharing your knowledge!
You guys are great!
thanks chandoo and yogesh, thanks for you lessons, are great!....i have a idea for a budget. I try to do it..... thanks for all
Thanks a lot for sharing the most powerful tool worldwide "knowledge"
Warm greetings from Peru
Hi -
This is a really great article because it's a simple and common thing you'd want to do with a pivot table but not at all obvious how to do it! So - muchas gracias to Chandoo and Yogesh!
One thing - I couldn't get past the group error in the sample file. I would click on ungroup but it didn't seem to have any effect. I'd appreciate it if anybody has any pointers here.
-Juanito
Hi Chandoo
I am also having the group error. Can't seem to ungroup? Appreciate if you explain further on the steps required in order to get to calculated items.
Many thanks and keep up the great work.
Cheers
Adam
Hi Chandoo,
I'm struggling resolving the problem depicted below:
I have a set of data, with (among others) a "Region" field (can be APJ, EMEA, or AMS), and a "Country" field.
Unfortunately, I need to group data by the following 4 Regions: APeJ, Japan, EMEA and AMS.
I first tried to make a pivot with Region and Country in the rows (or columns), and then group Country data as per the above.
Alas, as soon as I have a new Country that appear in my data set, my groupings are broken, and I have to redo the job of ungrouping, grouping etc.
I thought I could try to use calculated item, by adding first a new column to my dataset concatenating Region_Country, and create an "APeJ" calculated item that would sum all the "APJ_*" and substract the "APJ_Japan", but again, no clue, as I can't find a way to use any wild card in those formulas.
Given that I already found extremely helpful tips and tricks in your site that helped me manage that bunch of data, I'm pretty sure you'll have a bright idea on how I can solve that one!
Thanks in advance for your lights!
Hi Catherine...
In such cases, I advice using an additional column in the data itself. You can set-up a grouping table else where with country in first column, region in second column. And then in the data, you can add an extra column and use VLOOKUP to fetch the region based on the country.
Then feed this entire data (with extra column) to pivot table and use the extra column to group the data.
Hi Chandoo,
Thank you for your prompt answer.
I finally came to the same conclusion - after a rest 🙂 . I was probably too tired Friday evening (it was rather late), having spent hours in manipulating all my surveys data so as to pull rolling averages, make nice graphs and so on, and was trying to find a complex solution when there was a simple one.
Thanks again,
Catherine
Hey,
Great post!
I for example have different database structure with the following fields :
Date, Expense, Income, Sum (Income - Expense), Category (Sales, Cost of Goods and etc).
Creating a P&L report for the whole year works great. Including gross margin % and etc.
Though, creating P&L report by QTR/Month is becoming impossible since i get the following error : “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”
Is there a solution for this kind of problem?
Like Adam and Juanito, I also cannot ungroup.
Would appreciate it if you can add a few more lines and a screenshot or two on where to put the mouse cursor to ungroup.
Hi, I have figured out the ungrouping problem. One of the earlier steps was to group by month, if you pull the month back down to the column then right click and then select ungroup, then pull the month back up so you end up with just data source and budget/actual as the headings, then you can continue on.
To solve the ungroup problem, my method is:
Copy the "data" sheet to a whole new Excel workbook
and directly work on Part 6.
And since it is a fresh copy, Excel don't show me the "can't ungroup" problem. Hope this help.
Thank you Yogesh for this wonderful tutorial.
Kent, Malaysia
Just when i thought pivots were awesome i learn about inserting the calculated fields and that makes them more awesome. chandoo where have you been all my life.
Hello - your P&L pivot version has really impressed my boss and would like to use it. I have applied it for a actual vs budget vs forecast model I have created. One problem. In your variance above the operating profit percent % variance shows 33.8% but I want it to show (0.01) point or the true diff from prior budget.
I know I can add calculation to the side but boss would like to see it in pivot table.
Please help
Thanks
I have a further query which may solve my above dilemma. Is it possible to add a column that calculates percent increase. So in the example above a new column would be added to show variance %.
Any help would be appreciated.
Thanks