Have you ever worked on a project which has a plan? What is your experience like?
Let me tell you what my experience is like:
The project plan was changed dozens of times. Delivery dates, shipping dates, testing dates or any other important milestones were constantly revised, sometimes until the last week. Uncertainty seemed to be the biggest problem project managers spent their time on. My managers worked hard to avoid unpleasant surprises.
And this is where the ubiquitous gantt charts often fail.
- A gantt chart based project plan assumes that there is only one possible end date for each activity.
In real world, the end date for each project activity depends on various factors like productivity, progress of other tasks, extra work, employee mood etc.. Thus, the end dates are best expressed in a format like {best case, realistic case, worst case} instead of just one date.
So I am boldly proposing a new type of project plan, henceforth to be called as,
…wait for it…
Gantt Box Chart
Think of Gantt Box Chart as a holy matrimony between Gantt Chart with Box Plot. The Gantt Box Chart shows uncertainty in project activity end dates by clearly showing 3 end-dates instead of one in the familiar box plot format. The end dates (best case, realistic or plan and worst case) are encoded as a box while the start date is shown as a dot.
Here is how a Gantt Box Chart looks like:
Despite the ugly name, I think the chart is very useful because,
- It shows the uncertainty in plan, very clearly
- It is as easy to read since we follow the Box Plot protocol
- It lets manager focus on the most uncertain portions of project, quickly
- It is new, so the chances of it getting neglected by everyone in boardroom are less 😀
I have summarized few additional observations you can get from a Gantt Box Chart here:
How to make a Gantt Box Chart in Excel?
I will be showing a way to create the gantt box charts in excel on Monday (12th July). Meanwhile, feel free to discuss this new chart and share what you think.
What do you think about Gantt Box Chart?
Would you use Gantt Box Chart for your next project or is this a little too much? What do you think about my proposal? Please share using comments.
Related: Project Management using Excel – an extensive collection of resources, templates, tutorials and ideas for project managers using excel.
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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