All articles with 'videos' Tag

Here is a simple but effective rule for your next dashboard. Tell all versions of truth. All versions? But there is only one version no? Of course, there is only one version of truth (or data), but you can present that in different ways, thus creating different perspectives, offering different insights. By using an interactive element (slicers […]

Mary Ellen, one of our readers, has an interesting conundrum,

I have some data that goes to Pivot table then to pivot chart. There is a slicer to filter the data. But when I slice, my pivot chart gets messed up. How to have the slicer, but still see the insights in the chart?!?

See above demo to understand:

This is because when you slice by a school, the pivot table gets filtered and hence % row total for that school becomes 100% (as there are no other schools).

How to fix the problem? The easy answer is to remove the slicers. But we want to have our slicers and eat a slice of them too. So we crank up the Excel awesomeness valve and get to work. There are two ways to achieve what we want.

• Old school method: Two pivot tables, some formulas & a line chart
• New Excel method: Power Pivot and a line chart

Read the rest of this article to know more.

During last week, an alert reader of our blog, Jørgen emailed me a link to “How Trump happened“.  It is an interactive visualization by Wall Street Journal. Jørgen asked me if we could replicate the visualization in Excel. My response: “Making a new chart in Excel? Hell yeah!”

Read on for awesome visualizations and full explanation.

This is the final part of our series on how to analyze half a million customer complaints. Click below links to read part 1 & 2.

1. Complaint reason analysis – Part 1
2. Regional trends & analysis – Part 2

Customer satisfaction scorecard

In the previous parts of this case study, we understood what kind of complaints were made and where they came from (states). For the customer satisfaction scorecard, let’s focus on individual companies.

This is part two of our three part series on how to analyze half a million customer complaints. Read part 1 here.

Analyzing Regional Trends

As introduced in part 1, our complaints dataset has geographical information too. We know the state & zip code for each complaint. Please note that zip codes are partial or missing for a 10% of the data.

In this article, let’s explore three ways to analyze regional trends.

1. Regional trends by state, product & issue
2. Complaints per million by state
3. Complaints by zip code

How would you analyze data when you have lots of it? That is the inspiration for this series.

Let’s meet our data – Finance Industry Consumer Complaints

As part of open data initiatives, US government & Consumer Financial Protection Bureau maintain a list of all consumer complaints made against financial institutions (banks, credit unions etc.) You can download this data from the catalog page here. I have obtained the data on 1st of February, 2016. The download has 513,824 records. Each row contains one complaint.

In this and next two parts of the series, we are going to analyze these half a million complaints to find insights.

In case, this is the first time you are hearing about Excel formula wildcards, check out the Using wildcards in Excel VLOOKUP formula tutorial.

So you know about wild cards like * ?, now how would you tell VLOOKUP to ignore them?

Say, you are genuinely interested in looking the value “* Payroll” in a lookup table. What then?

This is exactly the problem faced by Peter in our forum post VLOOKUP and cells with “*” NOT to be interpreted as wildcard

Today is Diwali, the festival of lights. I wish you and your family a happy, bright and prosperous festive time. May your house shower with lots of light, laughter and love.

Diwali is one of my favorite festivals. It is a time when all family members get together, eat delicious food, laugh to hearts content and light up diyas (small oil lamps) to celebrate the victory of good over evil. This year, my kids (who are 6 yrs btw) are very excited about the festival. They are looking forward to lighting up diyas and crackers (fire works).

To celebrate the holiday, I made something for you.

An animated flower pot firework in Excel.

Imagine you are the head of training department at ACME Inc. You arrange training programs round the year to empower your team. It is hard work, coordinating between employees, trainers, department heads, venues and coffee machines. What if there is something to help you keep track of all this? I am not talking about getting you a shiny new iPad, you silly. I am talking about a tracker & calendar built in Excel that ties everything together (well, almost everything, you still have to fill the coffee machine.)

We are going to build a training program tracker & calendar using Excel.

Imagine you are looking customer data like below and want to sort them by performance. If you sort the data by any one column, you will not get full picture of performance. To understand which customers rank low on performance, you need to defined a weighed sort, the kind of sort where you assign weights to each attribute (customer age, recent purchases and rate of returns) and come up with single score to sort them all.

Sounds interesting? Watch below video to understand how to do weighted sorting in Excel.

Wow, what a month it has been. In August 2015, I announced Awesome August, an Excel festival. I published 31 articles, one for each day of August to make you awesome in your work. We had  3 podcasts, 11 videos, 17 articles and 238 comments in August. This content is consumed by more than 50,000 people from all over the world (3% of site traffic visited Awesome August pages). There were lots of emails, tweets and facebook posts telling me how you are enjoying Awesome August.

Thank you so much for taking time to learn from Chandoo.org and making Awesome August a success.

I made a short (5 mins) video to share the journey and to say thanks to you personally. Please watch it below.

Cascading drop downs enhance usability of your dashboards & interactive workbooks. A cascading drop-down is a 2 or more level selection mechanism. When you have 100s of selection choices, instead of creating one massive drop down or combo-box, you can set up multiple levels of drop downs, so that users can narrow down their selection. For example, users can select Country, State and then City using cascading drop downs.

There are many ways to setup cascading drop downs. You can use formulas coupled with either data validation or form controls. You can also use Slicers. In this video we will review these techniques.

Funnel charts are useful to visualize sales & marketing performance. In this brief video, let’s understand how to make a quick funnel chart in Excel.

Read on to learn how to make funnel charts & to download a template for your funnel analysis needs.

We all know the good old SUM() formula. It can sum up values in a range. But what if you want to sum up only filtered values in a range? SUM() doesn’t care if a value is filtered or not. It just sums up the numbers. But there are other formulas that can pay attention […]

Here is a best practice to improve your dashboard usability. If you have an interactive dashboard, highlight user selections thru conditional formatting.

Check out below quick video to understand what this means.