For most of us, the prospect of inheriting a large, undisclosed sum of money is bleak. But we have high probability of inheriting a complex Excel workbook with 19 worksheets and 2300 rows of data and 195 formulas. The kind where entire rainbow colors are used to color code accounts receivable statuses. Then what do we do? We spend a whole afternoon (and then the rest of the month) breaking our head trying to figure out why the total revenues are only $ 41.2 million when profits are $ 99.23 million.
So how do we deal with our inheritance?
Here is a quick tip to help you get started. Disable “Direct editing mode“.
What is direct editing mode?
By default Excel lets you edit a cell’s value (or formula) directly inside the cell. So if a cell contains the formula =C1+D3 and you double click on it, you will be able to edit the formula right inside the cell.
But many a times, we are only interested in knowing which cells a formula refers to.
So what happens when you disable direct editing mode?
When you double click on a cell (with formula), Excel will take you to the cells that are referred to in the formula. So in the above example, upon double click Excel selects both C1 and D3 cells.
See a demo to understand how this works:
How to Disable Direct Editing Mode?
Very simple. Click on Office Button > Excel Options > Advanced. From here, uncheck “Allow editing directly in cells” option. This is in the “Editing Options”. See aside.
Things to keep in mind:
- This method also highlights any named ranges you have defined.
- This method also works for references in other sheets (as long as no cell in current sheet is referred)
- For example: if a cell in Sheet1 has the formula =Sheet2!A1+Sheet2!A2 then upon double click, Excel will take you to Sheet2 and selects both A1, A2.
- If a cell has the formula =Sheet2!A1+D3, then Excel will only select D3 (since D3 is in the current sheet).
Do you inherit Excel Workbooks? How do you audit / maintain them?
During my job as a business analyst, I used to deal with Excel files made by others all the time. So understanding and debugging others formulas is something I would do regularly.
Now as a consultant, I often get big, complex Excel workbooks and I have to understand them before doing any customizations.
My favorite techniques for dealing with inherited workbooks are,
- Using F9 key to evaluate portions of formulas
- Using CTRL+` (backquote key) to show all formulas and then go thru them
- Using formula auditing technique as discussed in this post
- Using trace dependents / precedents tools in Formula ribbon.
- Understanding and dealing with Excel formula errors
What about you? How do you deal with your inheritance? Go ahead and share techniques, shortcuts and ideas with us thru comments.
Now if you will excuse me,
I need to go. I have to reply to an email from one Mr. James Chui, an Offshore banker from Nigeria, who claims he has large quantities of undisclosed money waiting to be inherited. 😉
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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