Create a Pivot Chart to Present a Frequency Distribution Report

Combination Chart for Frequency Report
Combination Chart for Frequency Report

Quite a few of my viewers requested that I continue my series of creating and presenting a “Frequency Distribution Report” using an Excel Pivot Table. So, here is the new Part 3 in the series!

In this Excel Video Tutorial, I demonstrate – using Excel 2010 – how to create a Pivot Chart for the Frequency Distribution Pivot Table that I created and modified in Parts 1 and 2 of this series.

Key Point: A Pivot Chart Must be based on a Pivot Table Report!

  • Any structural changes that you make to the Pivot Table are reflected in the Pivot Chart.
  • If you “filter” the Pivot Chart, those filters apply to the Pivot Table that is the basis for your Pivot Chart – and vice versa.

Focus on the Chart

As I demonstrate in this video – posted on YouTube – I prefer to focus on one task at a time. I prefer to get the formatting and structure of the Chart “right” before I think about using Filers and other “goodies to add .” This “Best Practice” helps me to get more accomplished in less time!

My bottom line is: “Focus on the task at hand. Eliminate any possible distractions from that primary task!”

A correctly designed Pivot Chart will help you to present your information accurately and interactively! For this presentation, I decided that a “Combination Chart” would be the best way to present the information that I wanted to convey. A “Combination Chart” allows you to have a Primary Axis (Revenue) that uses a Column Chart Type and a Secondary Axis (Invoice Count) that uses a Line Chart Type.

When to Use a Secondary Chart Axis

In this example, there is a wide difference between the two fields that we are charting:

  • Revenue for the Invoices in the “Bin Range” is in “the millions!
  • Count of Invoices in the “Bin Range” falls into the hundreds and low thousands.

Using a “Combination Chart” in this example – (Column Chart for Revenue in Millions) and Count of Invoices (Line Chart for Count in Hundreds) allows you to present the “relationship” between both metrics. I show you step-by-step how to create this combination chart!

 

Watch This Video in High Definition on YouTube

Follow this link to view this video tutorial in High Definition on my YouTube Channel – DannyRocksExcels

Click this link to view Part 1 of the 3 Part series – Creating a Frequency Distribution  Report with Excel Pivot Table

Click this link to view Part 2 of the 3 Part series – Formatting a Frequency Distribution Report with Excel Pivot Table

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

Formatting an Excel Pivot Table Frequency Report

Show % in Frequency Report

Show % of in Frequency Report

This is Part 2 of my 2-part series on Excel Pivot Table Frequency Reports. A Frequency Report is a great way to answer these questions:

  • How many invoices did we generate for values under $5,000?
  • How many invoices did we gererate for values over $15,000?

In this part, I show you how to format the Frequency Report to make it easier to present the information.

Formatting the Frequency Report

Here are the changes that I made to improve the look of the Frequency Report:

  • Reduced the number of “bins” in the frequency range by changing the “Grouping.”
  • Changed the formatting to make large numbers (millions) easier to read – e.g. as $3.2M
  • Made a copy of the Pivot Table to show values as “% of Total.”

Click on this link to go to Part 1 in this series of video tutorials for Pivot Table Frequency Reports

Learn How to Use Pivot Tables

I have created a series of video tutorials that you can download to learn how to create and modify Excel Pivot Tables. You can choose to download the recording that fits your version of Excel (2003, 2007 or Excel 2010). The cost is $9.95 for the video recording and that includes the Excel workbooks that I used and a step-by-step instructional manual. Follow this link to get more information about these recordings.

Watch this Video in High Definition on YouTube

Follow this link to watch this video tutorial on my YouTube Channel – DannyRocksExcels

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

My Two Most Popular Excel Tutorials on YouTube

YouTube Logo

YouTube - DannyRocksExcels

Three years ago – in 2008 – I started to create Excel Video Tutorials, both for this website and, also, for my YouTube Channel – DannyRocksExcels.

Looking back, I am amazed to see that two of my earliest postings have been viewed over 50,000 times on YouTube!

Most Viewed Excel Videos  on YouTube

  1. The Basics of Excel 2003 – Entering Data – has been viewed 64,725 times to date! Click on this link to watch it on YouTube
  2. Introduction to Pivot Tables in Excel 2003 – has been viewed 50,477 times to date! – Click here to watch this video on my YouTube Channel

Improved Production Values Since 2008

While I may sometimes “cringe” at my production value choices from 2008, I must say that the content of each of these two viewo tutorials holds up nicely!

What I Offer Today!

I have come a long way since 2008 – both in my knowledge of Excel and How to present the Excel Training Options that you can benefit from.

Re: Excel Pivot Tables – Paradoxically, Pivot Tables are BOTH the most powerful tool in Excel AND also, one of the easiest tools to use to analyze and present the information hidden inside your data!

Here is a link to the Excel Video Tutorial Recordings that you can download for only $9.95 USD. I have customized each recording for Excel 2003, Excel 2007 and Excel 2010!

Get my DVD-ROM – “The 50 Best Tips for Excel 2007” for only $29.97!

 

Let me know what you think!

Danny Rocks

The Company Rocks

 

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

How to Embed an Interactive Excel Workbook from a Sky Drive in Windows Office Live!

For the past two or three months, I have been uploading the Excel Workbooks that I use during my video tutorials to my Sky Drive at Windows Office Live! – www.office.live.com Just this past week, I learned that I can also “embed” those stored files here – in a blog post – on my website! So, here is my first attempt to share an “interactive Excel Workbook” with you.

Embedded Excel Workbook

This Excel worksheet is one of the basic data sets that I use when I demonstrate how to create Excel Pivot Tables. Scroll horizontally or vertically to see the Pivot Table. Notice that you can use the drop-down filters in the Pivot Table!

Click the Icon in the lower right corner of the Excel WebApps frame and you will be taken to my Sky Drive online where you can view or manipulate the worksheet in Full Screen More. Or, you can choose to download this file to your computer to work on it with the full range of Excel commands.

Download Excel Video Tutorial Recordings for $9.95

If you want to learn more about Pivot Tables, click on this link to gather information on my new series of Extended Length (one hour +) Excel Video Tutorials. You can download these videos to your computer for only US $9.95 from my WebEx by Cisco site – http://thecompanyrocks.webex.com – I store all of the Excel Workbooks that I use in the lessons on my Sky Drive online!

Watch This Video Tutorial in High Definition on YouTube

Follow this link to watch my step-by-step instructions to accomplish this task – in High Definition – on my YouTube Channel, DannyRocksExcels.

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

Write an Excel Macro in VBA to Update Worksheet Tab Name

Characters Not Allowed in Worksheet Names

Characters Not Allowed in Worksheet Names

This is Part 2 of my two-part series of video tutorials where I demonstrate how to link an Excel Worksheet Tab Name and the contents of a Worksheet Cell.

In this lesson, I show you how to write an Excel Macro in VBA (Visual Basic for Applications) that will update the name of the Worksheet Tab based on the value of a cell in that worksheet.

Write Excel Macro in VBA

For this Macro, the first line of code will prevent the Macro from crashing if the cell contains one of the “disallowed” characters that you see in the diagram

On Error Resume Next

The second line of code initiates a “For – Next” loop of instruction

For Each ws In Thisworkbook.Worksheets

The third line of code is the Instruction to follow in the “For – Next” Loop

ws.Name = Left(ws.Cells(1,5).Value, 31)

Here, this instruction is saying – in plain English – “Nane this Worksheet (ws) using the leftmost 31 characters in the cell that is in the 1st row of the 5th column – (Cell E1)”

The reason for including 31, is that that is the maximum number of characters allowed in an Excel Worksheet Tab Name.

The fourth and fifth lines of code complete the macro – watch the video to see what they are (What a “tease” I am!!)

Run Macro from Command Button

In this lesson I also show you how to run this Macro from a command button that I add to the Quick Access Toolbar in Excel 2007 or Excel 2010.

Watch Video in High Definition on YouTube

 Click on this link to watch this Excel Video Tutorial in High Definition on my YouTube Channel – DannyRocksExcels

Source for This Code

I found the code for this example in one of Bill Jelen, Mr. Excel’s Books, “Excel Gurus Gone Wild.”

Bill’s website is: http://www.mrexcel.com/

Watch Part 1 of this Series

Here is the link to Part 1 of this series. I show you how to write a Custom Excel Function to insert the Name of the Worksheet Tab into a cell on the worksheet.

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

Write a Custom Excel Function to Link Worksheet Tab Name to a Cell

Custom Functions in Excel

Custom Excel Functions

In response to many viewer requests, I am creating a two-part series of video tutorials that show you how to create links between the name of an Excel Worksheet Tab and a cell on that worksheet.

Here, in Part One, I demonstrate how to write a Custom Excel Function to capture the name of the worksheet tab in a cell.

Write Custom Excel Functions

You write Custom Excel Functions in the Visual Basic Editor. One way to open the Visual Basic Editor is to use the keyboard shortcut Alt + F11. Here are the elements that I use in this lesson:

  • Open the Project Explorer Pane (Keyboard Shortcut Ctrl + R).
  • Insert a Module to contain the VBA Code that you write for your Custom Function
  • Open the Code Pane (Keyboard Shortcut F7).

Write the Code for the Custom Function

In its simplest form, this is all of the code that you need for this Custom Excel Function:

Function SHEETNAME2() As String
SHEETNAME2 = Application.Caller. Parent.Name
End Function

 

That’s it!

Automatically Update Results of Custom Functions

A major difference between Custom Functions that you write and Excel’s Built-in Functions is that by default, the result of a Custom Function does not automatically update when values or references change. If you want your Custom Function to automatically update whenever the worksheet changes, add this line of code to your Custom Function in the Module:

Application.Volatile True

Source for this Code

I found the code for this Custom Excel Function in John Walkenbach’s Book, “Excel 2007 Formulas. He is an Excel Expert and I admire his writing style. You can check out his reources at this site:

http://spreadsheetpage.com/

Watch this Video in High Definition on YouTube

Click on this link to view this Excel Tutorial on my YouTube Channel – DannyRocksExcels.

Watch Part 2 of This Series

Here is the link to Part 2 in this Series. In this lesson I show you how to write an Excel Macro in VBA to update the Name of the Worksheet Tab based upon the value in a cell on the worksheet.

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

How to Take Advantage of Excel 2007 – 2010 Tables and Excel 2003 Lists

Excel Table Styles

Excel Table Styles

In this video tutorial, I cover multiple versions of Excel. I demonstrate how to take advantage of the Table Tools that were introduced in Excel 2007 and I also show you how to create Excel 2003 Lists.

Topics Covered on Video Tutorial

  • Convert a range of data to an Excel 2007, Excel 2010 Table.
  • Convert a range of data to an Excel 2003 List.
  • View and change the Total Row in each version of Excel.
  • Append new records to Tables and Lists.
  • Add a new field to Tables and Lists.
  • Write a formula in one cell of an Excel Table and have it automatically copy down for each record.
  • Change the Table Styles in Excel 2007 and 2010.
  • Use Conditional Formatting to add alternate row shading to an Excel 2003 List

Watch Video in High Definition on YouTube

Follow this link to watch this Excel Video Tutorial in High Definition on my YouTube Channel, DannyRocksExcels

Download This Excel Workbook

Click on this link to download the Excel Workbook that I used in this video tutorial.

Get my best-selling DVD-ROM, “The 50 Best Tips for Excel 2007” for only $39.95!

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

Refer to an Excel Table Field When Writing Formulas

Refer to Excel Table in Formula

Refer to Excel Table in Formula

While I strongly recommend creating “Named Ranges” that you can refer to in an Excel Formula, there is one drawback. By default, “named ranges” refer to “Absolute” Cells – e.g. $A$1:$A$15

However, what happens when your data set expands? For example, when you add records beyond row 15 in this case.  Now, your formulas do not refer to the additional data in each field. You need to find a way to automatically expand the range of cells that your formula refers to.

Tables in Excel 2007 and Excel 2010

Fortunately, if you are using either Excel 2007 or Excel 2010, you can “format” your data set as an EXCEL TABLE and take advantage of many great options:

  • When you append records (rows) , the definition of your Table automatically expands.
  • You can “name” your table to reflect its contents. For example, in this video I name my Table – DRTable –  and I refer to it in my formulas.

Writing Formulas that Refer to Excel Table Field

In this video tutorial I use the SUMIF Function. Remember that I have “named”my table DRTable. Here is how I begin my formula. =SUMIF(DRTable[Customer]. Notice the use of brackets ([ ]) around the [Customer] Field in the formula. This is the gotcha step in this lesson.

Watch This Video in High Definition on YouTube

I created this video tutorial in High Definition Mode. Click on this link to view it on my YouTube Channel – DannyRocksExcels

Get my best-selling DVD-ROM, “The 50 Best Tips for Excel 2007” – Visit my Online Bookstore for more information.

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

Don’t Subtotal Excel Data, Use Subtotal Function Instead

Subtotal Function

Subtotal Function Numbers

I used to love creating Subtotaled Reports. They are useful. They are easy to create. But they are also “clunky.” In my opinion, there are too many steps to take when you wish to see a Subtotal for a different field or to use a different function in your Subtotals.

Let me introduce you to the Subtotal Function in Excel. Here are several ways to take advantage of this function:

  • You can place the Subtotal Function in any cell on your worksheet – it does not have to reside directly below your data field.
  • You can use the Subtotal Function in connection with Data Filters – to get the subtotal for the visible cells in a filter.
  • You can use any of the 11 functions available to the Subtotal Function (Sum, Average, Count, etc.)

Watch This Video in High Definition on YouTube

This file size for this video is a little bigger than usual. So, to watch it, click on this link to view it in High Definition Mode on YouTube.

Subtotal Function Part Two

I have decided to film a second video lesson on the topic of the Subtotal Function – Using Subtotal Function in Excel Tables and Lists. Click on this link to watch my second video on this topic.

Watch or Download My 24 minute Introduction to Pivot Tables Video Recording

I have started to posted a series of “extended length” video tutorials online at: http://thecompanyrocks.webex.com – Follow this link to get more information about viewing or downloading my “free” Introduction to Pivot Tables.”

Get my best-selling DVD-ROM, “The 50 Best Tips for Excel 2007” for only $29.97!

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

Two Ways to Turn Excel Data On Its Side – Transpose the Data!

Transpose Excel Data

Transpose Excel Data

How many times have you spent an hour or more creating an Excel worksheet only to discover – or be told – that you have the wrong structure? The values that you entered run vertically down in Column A. And  now, you need to have your values run horizontally across in Row 1.

Well, don’t despair! And, most important, do NOT retype your entries on another worksheet. Rather,watch this video to see how to “Turn Excel Data On Its Side”:

  1. Select Transpose from the Paste Select dialog box or the right-click shortcut menu
  2. Use the =TRANSPOSE() Function which is an Array Function

Watch as I demonstrate the advantages of each approach – they are different! If you are “curious” about how an Array Function works, the TRANSPOSE Function is a good one to practice with.

Click this link to watch this video in High Definition on YouTube.

Now Using Excel 2010

I filmed this video using Excel 2010. I will use Excel 2010 for all future video lessons unless there is a particular need to use another version to illustrate a point.

Download Workbook Used in This Video

Click on this link to download the Excel Workbook that I used in this video tutorial. It is stored on my “SkyDrive” at www.office.live.com

Get my best-selling DVD-ROM, “The 50 Best Tips for Excel 2007” for only $29.97!

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn