It is the customer on the phone again, she wants to know what products we have.
How cool would it be if we can send her a spreadsheet with all the products neatly listed in a table and she can use filters to find what she likes. Alas, we end up sending a biggish PDF brochure that is both difficult to make and maintain.
Well, not any more.
Today we will learn a very useful and fun trick in Excel. We will create a product catalog using Excel that you can send to your clients or boss (and impress them).
We will create something like this:
Step one: Set up the product catalog in Excel Spreadsheet
This is a simple step. Define a table structure for your product catalog. For our example – Supurr Market, I have chosen only one column, with the images of various Cats the shop sells. But you can add more columns like size, age, price, features etc.
- Now, adjust row heights / column widths in such a way that you can fit in the images in cells.
- And align images of your products neatly in the cells.
- Also, just type the product name in the cells where you have kept the images.
Step two: Adjust image properties so that they can be filtered
We will finish this step before you can snap your fingers. Just select all the images, right click and select Format picture (in Excel 2007, you need to select ‘size & properties’) and go to “properties” tab. Here change the option to “Move and size with cells” from whatever it is earlier.
Step three: Apply data filters so that your product catalog can be filtered
Do that.
Step four: Time to impress your clients
Send the lean and sleek product catalog to your clients. Tell your story elegantly and get some orders.
Download the product catalog template workbook
Click here to download the excel product catalog workbook. Use it to learn and make your own product catalogs using MS excel.
Do you run a small business? Tell me how you use excel.
I think Excel has great potential to manage 90% of small business IT operations. It is simple to learn and easy to maintain. I want to know how you use excel to manage your small business. Share your experiences and ideas using comments.
Learn how you can do the same for charts: Dynamic Charts in Excel
PS: Special thanks to Gerald Higgins for telling me about the image properties tip.
8 Responses to “Pivot Tables from large data-sets – 5 examples”
Do you have links to any sites that can provide free, large, test data sets. Both large in diversity and large in total number of rows.
Good question Ron. I suggest checking out kaggle.com, data.world or create your own with randbetween(). You can also get a complex business data-set from Microsoft Power BI website. It is contoso retail data.
Hi Chandoo,
I work with large data sets all the time (80-200MB files with 100Ks of rows and 20-40 columns) and I've taken a few steps to reduce the size (20-60MB) so they can better shared and work more quickly. These steps include: creating custom calculations in the pivot instead of having additional data columns, deleting the data tab and saving as an xlsb. I've even tried indexmatch instead of vlookup--although I'm not sure that saved much. Are there any other tricks to further reduce the file size? thanks, Steve
Hi Steve,
Good tips on how to reduce the file size and / or process time. Another thing I would definitely try is to use Data Model to load the data rather than keep it in the file. You would be,
1. connect to source data file thru Power Query
2. filter away any columns / rows that are not needed
3. load the data to model
4. make pivots from it
This would reduce the file size while providing all the answers you need.
Give it a try. See this video for some help - https://www.youtube.com/watch?v=5u7bpysO3FQ
Normally when Excel processes data it utilizes all four cores on a processor. Is it true that Excel reduces to only using two cores When calculating tables? Same issue if there were two cores present, it would reduce to one in a table?
I ask because, I have personally noticed when i use tables the data is much slower than if I would have filtered it. I like tables for obvious reasons when working with datasets. Is this true.
John:
I don't know if it is true that Excel Table processing only uses 2 threads/cores, but it is entirely possible. The program has to be enabled to handle multiple parallel threads. Excel Lists/Tables were added long ago, at a time when 2 processes was a reasonable upper limit. And, it could be that there simply is no way to program table processing to use more than 2 threads at a time...
When I've got a large data set, I will set my Excel priority to High thru Task Manager to allow it to use more available processing. Never use RealTime priority or you're completely locked up until Excel finishes.
That is a good tip Jen...