Using the Top Auto Show Feature to Produce Executive Overviews

Suppose that 80% of your revenue comes from 20% of your customers. In a real dataset, there would be some large customers at the top of the report, a page of medium-size customers, and then pages of tiny customers who bought just a few hundred dollars of product.

If you are designing an executive dashboard utility, you probably want to provide a snapshot of just the top 5 or top 10 customers. This gives your CEO an idea of who matters most.

As with the AutoSort option, you could be a pivot table pro and never have stumbled across the AutoShow feature in Excel. Accessed from the Advanced button on each Pivot Field dialog, this setting lets you select either the top or bottom n records based on any data field in the report. Figure 12.34 shows the settings in the Excel user interface to produce the top 6 customers based on revenue.

Figure 12.34

The Top 10 AutoShow feature lets you spotlight the top or bottom performing customers in a dataset.

PivotTable Sort and Top 10

Field: Customer AutoSort options O fcjanual (you can drag items to rearrange them) O Ascending 0 Descending

Data source order Using field;

Total Revenue

Top 10 AutoShow


Using field:

v Total Revenue

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