Once you start using Excel to develop systems, budget, forecast and large tables of data you may come across the dilemma of “How do I know this is right” or “How do I truth check this”.
This post, Huis second, will add a tool to your arsenal to help you out.
The technique below allows for the rapid visual evaluation of 12 or more days/months/years of data via a chart of 2 variables and the ratio between them, utilising 2 sliders to rapidly change input variables.
DATA
Typically all businesses deal in 3 types of numbers, ie: Dates or Times, Physicals and Dollars.
Dates may include Times, Days, Weeks, Months, Years or any periods in between
Physicals directly relate to the business you are in but may include inputs and or outputs: eg: metal, tyres and cars, sugar, flour and cakes or whatever your business makes, strangely Physicals may also include Dollars, if you’re in the financial services sector. People are a Physical.
And Dollars which could be revenue, costs, cashflows or profit types of numbers.
I have found one of the best methods of looking at large tables of data is to look at a key input or output physical and then interactively scroll through the cost or income and calculate a ratio between the two.
I am going to use as an example a budget which has 40 rows of data including Physicals and Costs. But you will see that the techniques here can easily be extended to hundreds of rows. You can download this file here: Bobs Homes
The technique below allows rapid visual evaluation of 12 or more months data a chart of 2 variables and the ratio between them.
Using 2 sliders the user can rapidly move between variables and evaluate the variance over a given time frame against another variable.
The technique involves the charting of 3 ranges which in turn will be controlled by 2 sliders.
The first Range and slider will allow the selection of a Physical.
The second Range and slider will allow the selection of the Cost/Income component.
The third range will be the ratio of these, but specifically cost or income per physical.
I have attached a workbook, Bobs Homes, which contains 2 models, an example model for you to practice the following techniques on and a completed model which you can examine and pull apart to see how it works.
Load the model and scroll around and see what data is available. You will notice a time scale across the top with Physicals and Dollars down the left side. The Physicals and Dollars are grouped into common areas like inputs, outputs and costs, income and profit.
You will also note that there are 10 blank rows at the top of the worksheet. I do this so that I can perform simple calculations, charts or other workings without upsetting the data and other calculations below and for macro’s which automatically find the bottom of the data I know there is nothing below my data to upset the calculations.
Let’s jump in
SETUP
We’re going to add the following components
Headings
A2: Physical
A3: Cost/Revenue
A4: Ratio
E1: =E12
and copy across to Q1
Data
C2: 1
C3: 1
D2: =CONCATENATE(OFFSET(B$13,$C$2,0),OFFSET(C$13,$C$2,0))
D3: =CONCATENATE(OFFSET(B$22,$C$3,0),OFFSET(C$22,$C$3,0))
D4: =CONCATENATE(D3,”/”,D2)
E2: =OFFSET(E$13,$C$2,0)
E3: =OFFSET(E$22,$C$3,0)/1000
Copy E2:E4 across to Q2:Q4
Chart
Select Area D1:Q4
Insert Chart, Line Chart with or without markers to your liking
Suggestion – Place the Chart between the Data and the new Headings and formulas you have just added
Adjust the Legend to be at the Bottom of the chart
Sliders
Insert 2 Sliders
Developer Tab, Insert Scroll Bar (Form Control)
If you don’t have the Developer Tab, Have a read of: http://chandoo.org/wp/2009/05/26/excel-2007-productivity-tips/
Position the scroll bars so they are vertically next to the Chart, Use Alt whilst dragging to snap to Cell corners or edges
Link the sliders to the lookup cells
Slider 1
Current value: 1
Minimum: 1
Maximum: 7 (This is the number of Rows of Physicals data)
Incremental Change: 1
Page Change: 0
Cell Link: $C$2
Slider 2
Current value: 1
Minimum: 1
Maximum: 19 (This is the number of Rows of Cost/Revenue data)
Incremental Change: 1
Page Change: 0 (set this to maybe 10 if you have more than 30/40 rows)
Cell Link: $C$3
FINAL MODEL
You can now select a Physical by dragging the Left Scroll bar
You can now select a Revenue/Cost by dragging the Right Scroll bar
The Ratio of Cost/Revenue to the Physical is calculated and the 3 are all charted
Examine the model and see what variances in inputs/outputs can be seen.
HOW DOES THIS WORK?
The Formula in E2:Q3, are extracting the physicals and Cost/revenue data from the main body of the report by simply using an Offset function from the top of the Physicals and Cost/Revenue area.
The Distance they offset is retrieved from the control Cells C2:C3
The labels for the Physicals and Costs/Revenues are also retrieved using 2 Offsets inside a Concatenate. This is done to allow Heading Rows and Sub Headings to be displayed and joined if available from 2 separate columns.
The Chart is a simple Line Chart which is charting the 3 Data Rows (E2:Q4) against the Time Period (E1:Q1) at the top of the work area.
You can customise the chart to your content.
The 2 sliders control the control Cells C2:C3, and allow for interactive selection of Physicals and costs.
In use often you will find that one of the Physicals, Costs/Revenue or Ratio is generally much smaller in scale than the other 2 measures. Generally it is a good idea to plot the odd scale against a secondary Y axis.
Select the series line, Right Click and select Format Data Series
FUNCTIONS USED:
Offset: http://chandoo.org/wp/2008/11/19/vlookup-match-and-offset-explained-in-plain-english-spreadcheats/
Concatenate: http://chandoo.org/excel-formulas/concatenate.html
How do you truth check your data? Let us all know in the comments below:
How are you finding the content level of my posts? Let me know in the comments below:
23 Responses to “Displaying Text Values in Pivot Tables without VBA”
Its possible to display up to 4 text values.
Have a look at the screen shot of an example that I had posted way back at the EHA and figure out how its done !
http://tinypic.com/r/muzywk/6
With Excel 2010 you can use Conditional Formatting to apply custom number formats which can display text. (In older versions you can only modify text color and cell background color, but not number formats.) Using CF allows for an even larger number of different display values.
[...] Display text values in Pivot Tables without VBA [...]
Hey,
Thanks, this helps. But how do you do it for multiple values where there is a huge amount of non repeating text?
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn't a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn’t a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
[...] Pivot Tables take tables of data and allow the user to summarise and consolidate the data at the same time. This is a great and very fast method of analysis but is restricted to handling mathematical functions on the value field resulting in numerical summaries. – read more [...]
[…] Read more here: Displaying Text Values in Pivot Tables without VBA […]
There is a very good way actually for handling text inside values area.
First you create a special column on the very left side and call it ID, and put unique ID (numbers only), and then create a pivot table with:
Row Labels and Column labels as you like, and in the Values labels use the unique ID number.
Move the unique ID number (copy paste) somewhere to the right and use vlookup to load the data you need using the ID as reference.
It is a bit longer way but for me it works perfectly to combine values as you like in any moment.
hope helps.
Regards,
Jon
Thank you! I finally understand pivot tables thanks to your clear, concise explanations and examples.
Good Day. This is exactly what i have been looking for. However when i try it on my pivot table or even when i try to recreate this exercise using the sample worksheet, i get this error:
"Microsoft Excel cannot use the number format you typed. Try using one of the built-in number formats."
Same thing here, Excel quite did not like the format in my PowerPivot. Any clues as to what may be going on? Thanks.
I have the same thing happening on my end. I'm running a normal pivot table on a .xlsm file.
@Danzi
What format did you use?
can you post the file ?
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C
MR.A CFVDE2458T
MR.Z AAVCR12548C
MR.X AAAAC1254T
MR.Z AADCD245T
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C 1000
MR.A CFVDE2458T 2000
MR.Z AAVCR12548C 5451
MR.X AAAAC1254T 45564
MR.Z AADCD245T 4500
how to get pivot tabe so i get PAN no. against Name.
I found an easy way to get text values in pivot table.
I create an other worksheet in wich each cell has a formula that copy the pivot table. The trick is that the formula does a lookup for the numbers in the pivot table.
The formula looks like that:
=IF(ISNUMBER(table!A1);VLOOKUP(table!A1;Code!$A$1:$B$65;2);IF(ISBLANK(table!A1);" ";table!A1))
Code is a worksheet where there is a liste of text /numbers correspondance.
As a bonus The new sheet is easier to format
Additional trick:
In my case, i encoded differents codeid with a power(2, codeId-1) so that summing then is equivalent to concatenate them.
1-A
2-B
4-C
8-D
yields :
5 - AC
14 - BCD
Hi
I want to ask if pivot can display dates in pivot field. As in a column i have customers and in row different items i want to know there last purchase date. anyone help in this??
Hello Guys, Need your help
I am doing some analysis of the cycle time of the product i.e how much time a product takes from manufacturing to the central warehouse.
I have batch numbers for the product and against them i have to pull out the diff. dates
Like the base date is from where the manufacturing start. So i have the batch number,against it's manuf. date. Now i have to pull out the date when it was quality released.
I have the quality released data but the data have duplicates, like i will have two dates or may be three for the same batch. So my main objective is to pull out the date which is latest among them.
BATCH NO. DATE of Mfg. DATE of Quality release
A1 12/4/2014 (HERE I HAVE TO PULL value)
Next Sheet
BATCH NO. DATE of Quality Release
A1 14/5/2014
a2 23/5/2016
A1 12/5/2014
A1 13/6/2014
From this sheet i have to pull up the latest date format of date here is dd/mm/yyy
TIA
[…] needed to present text instead of counts in a pivot table value column. Here is an excellent resource for Excel manipulation, in addition to an overview of pivot […]
This is great thank you.
Wow!!! Excellent!! It helped me a lot.
I am developing training tracking sheet for 200 employees with training completed date. Each employee will be attending 25 courses. How to indicate actual dates in pivot table value field.