Today I am celebrating my 27th birthday. “not much left before thirty”, my wife playfully reminds me. “We still have 3 more years to go”, I said, thinking about all those things to do before I turn thirty list. All in all the year has been fantastic. We have moved to US for work reasons, I learned how to drive a car (on the roads that is), Got a mac, DSLR and iPOD nano, Started a small but fruitful business in India, Visited to New York and Niagara waterfalls, Overcame my fear of roller coasters, Became passionate about photography and excel, Came to know some of the coolest excel gurus in the world and Read all 7 books in the harry potter series. I hope this one turns out even better.
On to this weeks list of excel links.
14 misconceptions about charts and graphs
This excellent article by Jorge nails all the important charting misconceptions down. Make sure you read and understand this list before heading to make your next chart. My favorite is #2: You Should Master the (Technological) Tools of the Trade. While you need to know the technology enough to create good charts, great charts on the other hand come from you & your imagination.
9 steps to better chart formatting
Jon provides us with 9 simple yet very effective steps to create better charts. I have been thinking about writing on this for a while, but thanks to Jon, I don’t have to worry about it now.
When was the last time hidden cells created such issue? A formatting fubar in one of the excel spreadsheets containing contracts that are acquired by Barclays Capital from Lehman Brothers highlights the perils of hidden cells. We all know that you can hide a row / column in excel by right clicking on the row / column header and selecting hide option. Make sure you tell about the hidden cells when you share your work with others.
Handling CSV files when the content has genuine commas
CSV files are a popular way to share tabular data. You can use them in Excel without thinking twice. But what if you need to create CSV for content that has commas already in it? Daily Dose of Excel provides us with some VBA to handle delimiters in CSV files.
Don’t forget about the A in VBA
This article by Stephane Viot, a Program Manager at MS Excel Team, reminds us about the Automation part of VBA. We all try to solve uncommon problems in Excel by using little VBA wizardry. But often we leave the last steps for manual processing. The article addresses one such problem (extracting unique cells from a range) and tells us how we can automate the whole thing.
Earlier Excel Links:
Excel Links – Mt. Rainier Edition
Excel Links [Oct 6]
Excel Links – Complete Archive
Want to share a link? Use the comments form below or mail me at chandoo.d at gmail.com
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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