All articles with 'pivot tables' Tag

How to get percentage of something calculations in Excel Pivot Tables

Published on Aug 1, 2018 in Pivot Tables & Charts, Power Pivot
How to get percentage of something calculations in Excel Pivot Tables

Ever wondered how to get percentage of another value in Excel pivot tables, like this: In this tip, learn how to create such calculations using Excel pivot tables. Note: this tip is not compatible with older versions of Excel. If you are using Excel 2007 / 2010 / 2013, then please install free Power Pivot […]

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Top 5 HR Analytics Examples – Free Video Masterclass

Published on Jul 27, 2018 in Learn Excel, Master Class, Power Query
Top 5 HR Analytics Examples – Free Video Masterclass

I recently finished a long consulting gig with one of the government ministries in New Zealand. Guess what I was doing? HR Analytics and Reporting. In this post, I want to share my top 5 Excel tips for HR people, based on what I learned in the last 18 months.

Specifically, we will cover:

  • Gathering and structuring Employee data in Excel
    • How to use Power Query to collect data
    • Polish / clean data in Power Query
    • Bring cleaner data to Excel as refreshable table
  • Answering questions about employees
    • Using Excel formulas such as COUNTIFS, SUMIFS, AVERAGEIFS
    • Pivot tables for data analysis
    • Understanding the results quickly with conditional formatting
  • Understanding pay gap
    • Calculating gender pay gap
    • Visualize pay gap
  • Creating salary distribution charts
    • Working with histogram charts in Excel 2016 / Office 365
    • Making interactive charts
  • Generating letters thru mail merge
    • Calculating employee bonus based on bonus mapping logic
    • Creating 100s of letters with a single click using Mail Merge + Word

Sounds interesting? Read on for details.

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Excel Tables Tutorial & 13 Tips for making you a Data Guru

Published on Jun 13, 2018 in Excel Howtos, Featured, Learn Excel
Excel Tables Tutorial & 13 Tips for making you a Data Guru

Excel table is a series of rows and columns with related data that is managed independently. Excel tables, (known as lists in excel 2003) is a very powerful and supercool feature that you must learn if your work involves handling tables of data.

What is an excel table?

Table is your way of telling excel, “look, all this data from A1 to E25 is related. The row 1 has table headers. Right now we just have 24 rows of data. But I can add more later!”

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Distinct count in Excel pivot tables

Published on May 23, 2018 in Pivot Tables & Charts
Distinct count in Excel pivot tables

Ever wanted to count distinct values in your pivot tables? Something like above:

Let’s say you have store sales data. Several products are sold on each day. When you make a pivot table from this data and add product count, Excel counts all products. But we want to see just the distinct count (ie if there is a duplicate product in a day, we want to count it just once).

Here is a simple trick to add distinct count to Excel pivot tables easily.

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35 shortcuts & tricks to make you an #AWESOME Data Analyst

35 shortcuts & tricks to make you an #AWESOME Data Analyst

Analyst’s life is busy. We have to gather data, clean it up, analyze it, dig the stories buried in it, present them, convince our bosses about the truth, gather more evidence, run tests, simulations or scenarios, share more insights, grab a cup of coffee and start all over again with a different problem.

So today let me share with you 35 shortcuts, productivity hacks and tricks to help you be even more awesome.

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A trick to Pivot text values

Published on Apr 30, 2018 in Pivot Tables & Charts, Power Query
A trick to Pivot text values

We all know that Pivot Tables are best thing since avocado on toast. But they can’t slice text values and spread them in a table with Pivots. So how to take a large blob of text and turn it in to something meaningful like above?

Simple, we use Power Query.

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Create your first interactive chart in Excel with this tutorial

Published on Apr 19, 2018 in Charts and Graphs, Learn Excel, Pivot Tables & Charts
Create your first interactive chart in Excel with this tutorial

Ever wanted to make a cool, snazzy interactive chart in Excel? Something like this:

In this tutorial, learn all about making your very first interactive chart. We use both formulas and pivot tables to build two versions of an awesome interactive chart in Excel.

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Quick tip: Rename headers in pivot table so they are presentable

Published on Mar 15, 2018 in Pivot Tables & Charts

Pivot tables are fun, easy and super useful. Except, they can be ugly when it comes to presentation. Here is a quick way to make a pivot look more like a report.

  • Just type over the headers / total fields to make them user friendly.

See this quick demo to understand what I mean:

So simple and effective.

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Conditional Rank, the easy way [quick tip]

Published on Oct 20, 2017 in Pivot Tables & Charts
Conditional Rank, the easy way [quick tip]

Yesterday, my mate from across the ditch, Hui posted about conditional rank formula (RANKIFS) using awesome SUMPRODUCT

Of course, not everyone can whip up a sumproduct formula like that. On a scale of One to Hui of Excel awesomeness, you would need to be at least an H to write sumproduct or countifs formulas shown in that post. So does it mean, you can’t conditional rank if you don’t know your X from L?

Don’t worry. We got you covered. You can still get your conditional ranks, without inception level array formulas. Simple, use pivot tables instead.

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Histograms & Pareto charts in Excel – tutorial, tips and downloadable template

Published on Oct 5, 2017 in Charts and Graphs
Histograms & Pareto charts in Excel – tutorial, tips and downloadable template

Time for some statistics and charting fun. Let’s learn all about histograms and Pareto charts in Excel 2016. You will learn

  • What, why and when?
  • How to set up and customize histograms
  • How to use Pareto charts?
  • How to create dynamic histograms?
  • Creating histograms in old Excel (2013 or prior versions)

Sounds interesting? Let’s get started then.

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Employee Performance Panel Charts – Excel vs. R [video]

Published on Aug 10, 2017 in Charts and Graphs, R programming
Employee Performance Panel Charts – Excel vs. R [video]

Recently, I had to make a bunch of panel charts. After wrangling with Excel (and a tiny bit of VBA) to create them, I wondered if we are suffering needlessly by being too loyal to Excel. I switched to R and could create these panel charts in almost no time (well, first I had to learn how to pivot the data using dplyr). Today, let me share the experience.

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Joyplot in Excel

Joyplot in Excel

Over on Twitter, I came across this beautiful chart, aptly titled – Joyplot. It is the kind of chart that makes you all curious and awed. So I did what any Excel nerd would do. Recreated it in Excel of course. This post takes you thru the process.

Take a look at final outcome above. Read on to learn more.

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Reshaping your data easily – Case study [Pivot tables FTW]

Published on Mar 16, 2017 in Learn Excel, Pivot Tables & Charts
Reshaping your data easily – Case study [Pivot tables FTW]

Late. Jayaram, my uncle is also a teacher. When I was a kid, I used to spend a lot of time with him, learning all sorts of things. He taught me chess, maths and so many life lessons. I remember one such lesson very vividly.  One day, he asked me to do something. I did it in a very long way. After seeing me struggle for several minutes, he chipped in and showed me how to do it easily. He then said, “when someone asks you where your nose is, you don’t twist arm around your head. You just point to your nose directly.”

The idea is that when you have a direct, simple way to do something, you should use it.

Nose and pivot tables… how are they connected?

We are coming to the point. Read on for full case study and solution.

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Designing awesome financial metrics dashboard [tutorial]

Designing awesome financial metrics dashboard [tutorial]

In this amazing guest post, the winner of our 2016 dashboard contest – Chandeep – Explains how he constructed the jaw dropping beauty (shown above) using Excel, creativity, love and sweat. Grab a full cup of coffee (or whatever liquid fancies you) and read on. Take lots of notes and play with the ideas in Excel while reading to maximize your learning.

Thanks Chandeep.

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Sorting to your Pivot table row labels in custom order [quick tip]

Published on Nov 29, 2016 in Pivot Tables & Charts

Pivot tables are lovely. But sometimes they are hard to work with. Let’s say you are analyzing some HR data and want to see number of weeks worked in each hour classification.

And you want this.

pivot-table-row-label-order-incorrect

Except, there is a teeny tiny problem.

The sort order on the classification is all messed up.

Here is a quick fix to get custom sort order on your pivot table row labels.

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