Here is an interesting use of Excel. Use it to design User Interface Prototypes.
A UI Prototype is one of the steps we do while developing systems. It contains a clear and detailed user interface mocked up so that we can clearly find-out how end-users would react to such a system.
Now, there are a ton of great tools to build UI prototypes, easiest of them being pencil and paper. But I have been using Excel (ahem!) for creating UI prototypes for the last few years with great success.
In almost all the projects where I worked as a business analyst, I used Excel (or Powerpoint) to create clear, well defined UI mockups to show what the end system would look like. This has helped greatly in understanding various unstated needs of users and speeded up system development.
A Practical Example of UI Prototypes made in Excel
Today I want to show you a practical example of how UI prototypes designed in Excel helped me choose one alternative over other.
While creating Excel School sales page, I needed to clearly show both options and provide a way to select one of them for the prospective students. I had 2 ideas in mind. I wasn’t sure which one would work. My initial thought is to draw both of them on paper and show it to my wife and find-out which one she would prefer. But then, my drawing is as good as my skateboarding. Just plain awful.
Even though I cannot draw a peanut on paper, I can create a whole peach tree in excel. So I turned to it and created 2 exact mockups of what I had in mind.
Then I showed both of them to my wife. She pointed to the one on left.
So I went with that option and designed it in HTML / CSS later that night.
But, this is a lame example. What if I want to make a complex UI in Excel?
Of course my example is lame. But you can make complex UIs in Excel with same ease. Remember form controls? You can use them to quickly create a mock up of almost any system and show it to your users to get instant feedback.
Here is an example:
Download Excel UI Prototype Examples Workbook:
In this workbook, you can find above 3 examples. See them, play with them, poke them to get inspiration for your next UI prototype.
Do you use Excel for Prototyping?
As I said, I have more than once impressed my customers by quickly churning out a mockup using excel. You can easily add drawing shapes, icons, form controls and place them on the grid layout to give perfect alignment and look. I think this is a great use of Excel.
What about you? Do you use excel for UI Prototyping? Share your experiences 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?