Recently, I wrote a tutorial on tax burden in USA chart.
Jared, One of our readers liked this chart very much. Jared works as a workforce scheduler and has data similar to our chart. So he applied the same technique to analyze monthly service levels for last 7 years & sent me the file so that I can share it with all of you.
Monthly service levels in last 7 years – Demo:
First take a look at the demo of Jared’s chart.
Recipe of this chart
This chart construction is similar to our Tax burden chart. Only addition is the cool scroll bar at bottom to see any month’s service level across years.
How does the scroll bar work?
- If you have never used scroll bar or any other form controls, read our introduction to form controls page.
- The chart has one extra series that shows selected month’s value and a bunch of #N/As.
- Scroll bar is setup to have minimum 1, maximum 12 and is linked to a cell.
- Based on scroll-bar selection, we turn on one of the months and make the rest of values NA()
- Using a simple IF formula
- For this extra series, Jared added 100% negative error bar so that a nice drop line is shown when you select a month.
That is all.
Download Jared’s Example and get inspired
Click here to download this workbook. Play with it to learn more. Use this idea in your work and impress someone. Become awesome.
Do you like this example? Say thanks to Jared…
I really loved Jared’s creativity and simple solution. Not to mention his kindness to share this with me and all of you. This shows that by using easy features like scroll bars, slicers, regular charts we can create something that is stunning, meaningful and powerful – right inside Excel.
What about you? Do you like this example? If you learned something new, say thanks to Jared for sharing this with us.
PS: If you want to share your story of how you use Excel to do something awesome, please email me. I am eager to learn from your examples and share your stories on Chandoo.org.
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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