Ok, so you have written a shiny new macro to solve all the problems. The macro, solveWorldProblemsAndMakeSomeCoffee() sits nicely in your personalmacros.xlam file somewhere in C drive. You have also installed the macro as an add-in so that it is always available.
But wait!!!
How do you run your sWPAMSC everyday in the morning?
(ok, wake up now!!!, that is short for solveWorldProblemsAndMakeSomeCoffee())
One way is to,
- Right click on sheet name
- Select View Code
- Navigate to the VBA Project corresponding to your personalmacros.xlam file
- Yawn!
- Open the module with sWPAMSC
- Run the macro
But, shouldn’t this be faster and smarter than that?
Well, it is. You can add your macro to Quick Access Toolbar so that you can run it with just a click (or by pressing a shortcut).
Here is how you can add macros to Quick Access Toolbar (Excel 2007 Version):
- First write your macro and save the workbook as an excel add-in.
- Now, install the add-in by going to Office Button > Excel Options > Add-ins
- Now, right click on QAT and select Customize
- Select Macros from “choose commands…” option.
- Now, select the macro you want to add to QAT and then press Add button
- This will add your macro to QAT with default icon. You can change the icon using Modify button.
- That is all.
Here is how you can add macros to toolbars in Excel 2003:
- First write your macro and save the workbook as an excel add-in.
- Go to Tools > Customize
- Now, click on New button to create a new toolbar.
- Give it a name. Now your new toolbar will show up in Excel 2003 UI.
- Go to Commands tab and select Macros from left. Now drag the smiley icon from right to your new empty toolbar.
- You have added a new button to your toolbar. Now click on it.
- Excel will prompt you to assign a macro to that button. Select the macro from the list shown (it includes the macros in your add-in file).
- That is all.
Now go solveWorldProblemsAndGetSomeCoffee()
How do you customize your QAT / Toolbars ?
Customizing quick access toolbar can be a very productive thing to do. I used to have a bunch of macros added to QAT for quickly accessing them when I was working.
What about you? How do you customize QAT or toolbars? Do you add macros? Share your experience using comments.
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?