Making charts is one of the most common use of Excel or other spreadsheet software. But do you know a simple trick that can save you lot of time while using excel charting features?
Chart Templates or User Defined Charts
yes, using chart templates can save you a lot of time.
If you use a particular type of chart or formatting all the time, you can save all the steps involved in making the chart by using templates.
Here is a simple tutorial on using chart templates in excel.
1. Prepare your chart
First step is to to prepare a chart that you would like to save to template. The chart can be a formatted version of one of the typical excel charts or a more complex combination chart.
2. Now save the chart as a chart template
In excel 2007 you can do this by selecting the chart and going to design tab in the ribbon and clicking on “Save as template”
For earlier versions of excel, right click on the chart and select chart type and go to “custom types” tab. Select “user-defined” as the chart type and click on the Add button to add the chart to excel chart templates.
3. Use the chart templates
Next time you need to insert a chart, use the templates and save time.
In Excel 2007 use the templates option. In earlier versions, use custom types to find your already save templates.
Bonus tip: Moving Chart Templates from One Computer to Another
If you want to move all your chart templates from one computer to another, just go to My Documents \Application Data\Microsoft\Excel and copy the file XLUSRGAL to the other computer. Make sure you are not overwriting the existing XLUSRGAL file, but just add the sheets from one file to another.
If you are using Excel 2007, the chart templates are stored as *.crtx files. Just locate them and copy to target system. Usually they can be found in \AppData\Roaming\Microsoft\Templates\Charts for Vista and My Documents \Application Data\Microsoft\Templates\Charts for XP.
Free Excel Chart Templates to Get you Started
And here is a huge list of beautiful excel chart templates, around 73 of them. Download and use them free. Get even more in our excel downloads page.
This is part of our Spreadcheats series, a 30 day online excel training series for office goers and spreadsheet users. Join today.
21 Responses to “Distinct count in Excel pivot tables”
The distinct count option works well but I have found that if I have a date field and want to group by year, month, etc. that option seems to be disabled. I need to do both, distinct count and group by year/month.
Example data; sales orders with item quantities with dates.
Challenge; sum the item quantities, count the distinct orders and group by month. How do I do this?
Perhaps that's not possible due to the grouping?
@Al... When you use data model based pivots, you cannot group values manually anymore. Why not use Excel 2016's default date grouping option? In this case we have just a few dates, so Excel is not grouping them, but if you have an year's worth of data, when you make the pivot with date in the row label area, Excel automatically groups them. If you have fewer dates or want to use your own grouping, just create a table with all dates, add columns with month, week, year etc. Then connect this table (these types of tables are usually called as calendar tables) to your data on date field as a relationship. Now you can create reports by month, quarter etc easily.
Is this the only way to do it in 2013? I find it rather cumbersome to have to create another data table listing dates with the another column for MONTH() and YEAR() to be able to summarise data for senior level...
I know people find adding calendar tables cumbersome, but it is a best practice and let's you add more layers of analysis quite easily. For example, adding analysis by weekday vs. weekend or by financial quarter or YTD calculations (you would need either Power Pivot DAX or some very carefully setup pivot table value field settings)
I had absolutely no idea this was possible. Very useful, nice work!
Doesn't work for 2010 version though (or at least not my works version)
Hi ,
The post has the following in it :
These instructions work only in Excel 2016, Office 365 and Excel 2013.
when i have 2 different Pivot tables, one without the enabled “Add this data to data model” option, and the other one with it enabled.. is there anyway i can link slicers between them?
if the answer is NO,, what to do ?
Quick note, the “Add this data to data model” option is not available for the Mac version.
perhaps outside scope of this article but I have found when I attempt to create a pivot table from an external data source (connection to a sql view) the "Add this data to data model" becomes greyed out. Anybody experienced and found a solution so I can start getting distinct count in my pivot tables?
Is there a way to still add a calculated field when using distinct count?
I found I can't change the date source after tick the " add this data to the data model", can you help to adv how to change the date source in such case?
Is there a way to update the source once you have added to the data model? I receive a new spreadsheet weekly and would like to update the connection so my tables pull from the new source.
Hi Crhis, I like how you have hulk (superhero) as your avatar. Do you know that there is a superhero in Excel too? It's Power Query. You can use it to solve your problem in a simple click. Here an intro if you need some guidance.
Powerful Introduction to Power Query
A big Thank you. It worked.
Hi, have survey data that I need to analyze but the challenge is that my key fields are showing horizontally. I tried to transpose the fields using Power Query, but unfortunately the new fields are returning same values on a pivot table despite using distinct values
How I can a do a pivot table with discount conts in some columns and then generate shor report filter pages. pls it drives crazy
Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?
Great Answer! Saved me lots of time!
Thank you!!!
Worked awesome! Thanks!!
Hi Chandoo,
I am using pivot tables for distinct count and now I need to update them with new set of data. But when I update the source data, all the columns and formatting of Pivot table disappears and I need to build it from Scratch.
Is there a possibility that I can update the source data with new rows added and also retain my pivot tables?