I started a new consulting gig with NZ Ministry of Business (aside: when I told my daughter about this, she widened her eyes and said, “ministry of MAGIC!!!”). On my first day, while having lunch in breakout area, I chatted with the gentleman sitting opposite me. We got talking about this and that and eventually the topic turned to What I do at MB. So I told him that I am helping the HR with some data analysis and reporting using Excel & SQL Server. He asks me, “So you must be familiar with Excel object model”. I said, “oh, why yes”. He then asks me, “I have this problem that is bothering me for years. You see, I get a lot of data. And I use Find (Ctrl+F) to find all the cells that contain certain code. But the results are all over the place. I want to know how to extract all the finds to a target worksheet – value & address format.”
I explained him how to do this while chewing mouthfuls of rice & veggies.
But once I am home, I thought, “hey, maybe there are others out in the world who want to do this”.
So here we go.
How to find and extract all matching values
Let’s say you have some data in a range like this.
And you want to find all cells with comp in them. If the values are all in one column, you could use auto-filter to quickly filter cells with comp in them and copy paste them to a target range.You can even automate the steps a bit with advanced filter.
But what if the data can be in any column?
We can use Find (Ctrl+F) to find the values and click on “Find all” to see all results in the find box. But to extract them, we must take the red pill and escape the limitations of Excel to enter in to the exciting world of VBA.
Here is a quick demo of what our find and extract macro does.
Here is the code:
Sub findAll()
Dim findWhat As String, address As String
Dim fsr As Range, rs As Range, fCount As Long
findWhat = InputBox("Enter what you want to find?", "Find what...")
If Len(findWhat) > 0 Then
clearFinds
Set frs = Range("b4").CurrentRegion
Set rs = frs.Find(What:=findWhat)
If Not rs Is Nothing Then
address = rs.address
Do
Range("I5").Offset(fCount).Value = rs.Value
Range("J5").Offset(fCount).Value = rs.address
Set rs = frs.FindNext(rs)
fCount = fCount + 1
Loop While Not rs Is Nothing And rs.address <> address
End If
End If
End Sub
How does it work?
The code is inspired from Bill Jelen’s excellent example on Find method on MSDN.
The logic goes like this.
- We start by asking the user what they want to find and store this in findWhat string variable.
- If the string to find is not empty,
- We clear any previous find results
- We grab the current region for cell B4 (change this to the top-left of your find range)
- We look for findWhat in this range using range.Find method
- As long as Find result is not empty and not same as the first result
- We copy the value & address to I5 (change this to target range as per your workbook setup)
Download the Find and Extract workbook
Click here to download the example workbook. Play with the macro to learn its inner workings.
The rabbit hole is deep, don’t stop just here…
If you enjoyed this little macro, you are going to love VBA. Check out our free starter tutorial or extensive VBA section for more.
How would you find and extract results?
I thought the Find method approach would be slow, but I am surprised to see that on a medium sized dataset (12000 values), the macro produced results almost instantly. So I would be using it more often to iterate thru a range to find a value.
What about you? Do you have such problems at work? Do you use VBA to solve them or just ask colleagues during lunch break and hope for a miracle? Please share your approach in the comments.
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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