In the 15th session of Chandoo.org podcast, lets answer some of your burning Excel questions.
What is in this session?
Around last week, I invited you to ask me anything. More than 150 people responded to this call and sent in their questions. Since answering all the questions is not possible, I handpicked roughly 10 questions to answer in this episode of Chandoo.org podcast.
In this podcast, you will learn,
- How to fill blank cells with data from above
- How to work with Big data in Excel
- How to combine data from multiple sources & analyze it in Excel
- How I am managing my life after starting Chandoo.org
- How to create and distribute stand-alone Excel products
- How to control a model railroad set using Excel VBA (not fully answered)
- How to control a pivot report with a form control or data validation drop-down
- How to overcome Excel obsession
- How to calculate average of 4 successive numbers
Go ahead and listen to the show
Podcast: Play in new window | Download
Subscribe: RSS
Links & Resources mentioned in this session:
Filling blank cells with values from above:
Here is an article that explains the process in detail.
Controlling pivot tables with form controls + VBA
Here is a detailed tutorial explaining the process.
Calculating average of 4 successive numbers
Here is an example file with solution for this problem.
Formulas & Tricks mentioned in this podcast:
Resources for working with big data / multiple data sets:
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- Download Power Pivot
- Download Power Query
Transcript of this session:
Download this podcast transcript [PDF].
So who gets the free 25 Excel tips e-Book?
Every one. Thats right. Since I got many more questions than I could answer, the least I can do is make you awesome in a small way. So here we go.
Click here to download your copy of 25 tips eBook.
Read it, use the tips and become awesome.
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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)
[…] Finding non-performing customers using Pivot Tables […]