Category Archives: MS Excel Tutorials

Pivot Table Basics: Exploring our data and answering basic questions (2/3)

Okay, so in the last post we created a Pivot Table and got a weird looking sheet with a Field List pane on our sheet. The listed fields are nothing but the column headers in our dataset. To carry out an analysis on our data, a Pivot Table needs the list of fields so that it can slice and dice the data according to values in those fields.

Now this slicing and dicing of our data can happen in multiple ways and a Pivot Table gives us four options to do it by simple drag and drop operations:

  1. Report Filter: This kind of serves as a master filter of our data as we would have in a dashboard. A field dragged into this section will be created as a drop down for filtering data. We can then filter data corresponding to our selected values in this drop down.
  2. Column Labels: As the name suggests, a field dragged into this section will form column labels with unique values from this field.
  3. Row Labels: Similar to column labels, a field dragged into this section will form rows with unique values from this field.
    Crab Tip: We suggest that for better interpretability, you select a field with lesser unique values as column label and more unique values as row label.
  4. Σ values: This aggregates values in our dataset which lie at the intersection of row and column labels for a selected filter by performing different operations (which are user specified) like sum, count, average, etc.

So basically, we’ve laid out the ground rules for a Pivot Table. Essentially what our Pivot Table does is that it aggregates values by the filters/labels specified by us. The best part about this is that we can continuously change our selected values and look at different analyses without writing even a single formula. All of this will be clearer with the exercises that follow.

Let’s say you’re an analyst who has been given this dataset and you have to quickly examine this dataset in as many ways as possible and get a good idea about our data. Let’s try answering a few questions about our dataset:

  1. How many students does each school have?
  2. What is the number of male and female students in school MS?
  3. What is the average grade of male and female students in both the schools?
  4. What is the sum of absent-days for male and female students in each school (add absent days for each student in each school)?

Just follow the video below to get answers to these questions using a Pivot Table. Do remember to switch on the subtitles.

While these were some simple operations that we introduced to give you a basic introduction to Pivot Tables, we recommend that you explore the dataset further and play around with the Pivot Table to see what else you can do.

We hope you found this post useful. In the next post we’re going to look at some advanced features of Pivot Tables which will help you to become a pro at Pivot Tables. Stay tuned in!

Pivot table Introduction: Preparing data and creating a Pivot Table (1/3)

Hello Friends,

Finally the wait is over.  We’ve already heard a lot about ‘Pivot Table’ in the previous post. So, what is a Pivot Table?

Put simply, a Pivot table is simply a built in feature in MS Excel which takes in our raw data in a certain format and allows us to summarize it by different fields. This is a very simple definition. Going further we’ll see what more a Pivot Table can achieve for us. The best way to learn is by doing. So let’s just get to it.

For this series on Pivot Tables, we’ll be using a subset of the ‘Student Performance’ dataset taken from https://archive.ics.uci.edu/ml/datasets/Student+Performance . Click on  Student_Performance to download the excel file for this series.

This dataset basically shows how the academic performance of 649 students from two schools is along with certain other parameters.  We’ll use Pivot Tables to delve deeper into our data. Before we can do that, we need to create a Pivot Table. The section below details the steps of creating a Pivot Table.

  1. Preparing data for creating a Pivot Table-An important aspect of creating a Pivot Table is data preparation.  Our entire analysis will depend upon how we structure and format our data. We need to take care of the following points while preparing data for our Pivot Table.
  • Column Headers: All columns in our data should have column headers to make a Pivot Table. Without all column headers, we’ll not be able to make a Pivot Table.
  • Data should not have Totals: Our raw data should not have Totals. Having Totals will cause our Pivot Table to output erroneous results.
  • Avoid blank cells: While our Pivot Table can handle blank cells, it is better to not have blank cells for an effective analysis.
  • Consistent number formats: Each of our columns should have the same number format i.e. values in one column should not be in multiple formats. Having multiple number formats can cause calculation errors in our Pivot Table and return wrong results.
  • Arrange data by rows (not columns): This is extremely important. It means that it’s better to have repeated rows of data for certain categories instead of creating new columns for every category. By doing this, our Pivot Table will be able to slice and dice data in a more efficient way without limitations. This becomes even more important in case of date values. I’ll explain this better with an example in the next post.  See image below for further explanation.

Pivot_table_data_prreparation

 

  1. Creating a Pivot Table-This is the easy part—just follow these steps:

Step 1: Select any cell from your data and from the Insert Tab, select Pivot Table

Pivot_table_data_source

Step 2: On the dialog box that appears, check your data range and select ‘New Worksheet’  to place the Pivot Table

Pivot_table_step2

Step3: Your Pivot Table is created on a new sheet with some fancy panes on either side of the sheet

Pivot_table_step3

That’s it! We have created a Pivot Table on a new sheet.

In the next post we’ll do basic data exploration on our student performance dataset and answer a few interesting questions. Feel free to reach out to us in case you have any queries.

Happy Excelling!

Pivot Tables: From Basics to Creating Dashboards

Hello Friends,

As the title suggests, In this series of posts we’ll be covering Pivot Tables starting with the very basics and then move on to creation of Dashboards using them.

The topics will be covered in two series—the first explaining working of Pivot Tables in detail and the second on dashboard creation using Pivot Tables. If you’re already familiar with Pivot Tables, you can skip the next section.

Continue reading

Create an awesome responsive chart for your dashboard in 10 easy steps

Hi friends,

Today I will show how you can create a cool excel chart for your dashboards that responds to mouse over – yes, no clicking required. The final chart is going to look like the one below.

Animated Graphs

This can be a very useful technique to show some important data points related to your main series. For example in the chart above I am showing the profit made for each year when the user points his/her mouse over the relevant series.

So, let’s see how this is done Continue reading

The Mathematics of Arrays

In the last post I explained the basic logic of array formulas and how they work. In this post I will be focusing on the mathematics of arrays – so what happens when you subtract one array from another or multiply or divide two arrays? How exactly does it work?

For the purpose of this post I will just be multiplying various arrays but you can basically do any mathematical (subtract, divide, add, etc.) or non-mathematical  (concatenation, find length, etc.) operation in the same fashion – literally anything and everything that you could think of.

Whenever I start with this concept, I get a common question – is this matrices multiplication that we learnt in school – so let me answer this, just in case – and the answer is NO. Array multiplication is a row wise multiplication. So each row of the first array gets multiplied with each row of the second array – in most of the cases.

Now, let’s look at all the possible cases of array multiplication:

Case 1: when both the arrays have the same number of rows and columns

In the image below, I multiply two arrays A & B (essentially range  C6:C10 & E6:E10). When I do this in a cell, I get the result that is displayed in the Output Array below. So, each cell in each row of the array A gets multiplied with the corresponding cell in array B.

Array2

So why did I say “each cell in each row”? To understand this let’s look at the image below: Continue reading

Array formulas – The basics

Looking up data from tables is very important when creating dashboards or for that matter even when crunching data for any analysis. While there are already some lookup formulas, that you know of and we have covered in our Dashboard 101 tutorial as well, not all of these formulas are capable of giving you the desired result.

For example let’s look at the data table below. It contains the data for drug samples given by sales reps to physicians. In order from left to right the columns are 1) the visiting reps’ name, 2) the visited physicians’ name, 3) the date of visit and 4) the number of samples given.

Array formula example table

Now if you were to find out, in a single formula, the total number of samples left by reps containing ‘Andrew’ in their name and visit date between 1st Jan and 15th Jan 2012 (both inclusive)– how would you do that?

Well… the answer is array formula. Continue reading

Zoom & filter chart data using scroll bar form control

The scroll bar, in the form control group, is a very effective tool that can be used in dashboards to filter data—specially date values. In this post I will show how it can be used to create a zoom effect on graphs and simultaneously filter data based on dates. You can download the workbook that I created for this post, here (.xlsx – yes no VBA) and the final product looks like this:

Scroll Bar Zooming on Chart

Before I explain what I did and how I did, let’s have a look at the form control scroll bar (I know most of you already know what it is but for those who don’t, I don’t want you to start searching the internet :) ). You can find the Scroll Bar control in MS Excel > Developers Tab > Insert > Form Control > Scroll bar Continue reading