Lets say you are responsible for sales of 100s of products (which belong to handful of categories). You are looking at sales of each product in last month & this month. And you want to understand whether sales are improving or declining by category. How would you do it?
Turns out, this is not a difficult problem. In fact, this question is asked every day & answered using Advances vs. Declines chart.
You may have seen this chart in financial newspapers or websites. Shown below, Advances vs. Declines chart tells us how many items have advanced & how many have declined.
When should you use Advances vs. Declines chart?
As you can see, advances vs. declines chart does not give low level details about actual movement of values. Instead, it gives you a sense of what is going on. Use it in below situations:
- To get a feel of how values have changed over time.
- When you are dealing with data that constantly changes (sales, number of customers, defects etc.)
Create Advances vs. Declines chart in Excel
You can easily create this chart in Excel from raw data. Just follow below tutorial.
Step 1: Get the data & arrange it
You need at least 4 columns of data – item, category, previous value, current value
Once we have these, calculate % change in 5th column. Arrange data like below:
Step 2: Calculate Category-wise summaries
First list all unique categories in a column. Then using COUNTIFS formula, calculate the number of products declining & advancing.
The formula to count number of products going down by more than 10% is,
=COUNTIFS(Sales[category], Category name, Sales[% change], “<10%”)
[Related: Introduction to Excel SUMIFS / COUNTIFS Formulas]
Step 3: Calculate % break-ups for the chart
Once all the numbers are calculated, you can easily calculate the % split.
NOTE: Make sure you negate the % values for declines. This will ensure that our chart shows stacked bars on both sides of axis.
Step 4: Create a stacked bar chart from this data
Once all the numbers are in place, just select them and create a stacked bar chart. Your output should look like below:
Step 5: Adjust chart series order if needed
You may notice that, our stacked chart bars are not in correct order. Excel would have plotted <10% and >10% series before <0% and >0% series. To fix this:
- Right click on the chart
- Go to Select Data
- Now, select the series area
- Using up / down buttons adjust the order of series
- Done!
See this demo to understand:
Step 6: Adjust the colors & format the chart
Unleash your creativity and format the chart as you see fit. Make sure you add legend (otherwise the chart becomes very difficult to read).
And you are done!
Download Advances vs. Declines chart template
Click here to download the chart template. Examine the formulas & chart settings to understand this better.
Do you use Advances vs. Declines chart?
I use variations of this chart often in my dashboards & reports. These charts are very concise and present a lot of information about distribution of changes.
What about you? Do you use advances vs. declines charts? How do you create them? Share your experiences & techniques using comments.
Looking to advance your charting knowledge?
If you want to one up your Excel awesomeness quotient & create kick-ass charts, then you are at the right place. Check out below tutorials & see how deep the rabbit hole goes:
- Visualizing tax changes over time using Excel
- Index Charts – to understand change over time
- Use Box plots to understand distribution of values
- Visualize monthly changes using Pivot Tables + Conditional formatting
Recommended: If all these sound exciting, you will incredibly benefit from our Excel School program, where we teach advanced charting & data analysis skills. Click here to know more & join us.
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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