This article is part of our VBA Crash Course. Please read the rest of the articles in this series by clicking below links.
- What is VBA & Writing your First VBA Macro in Excel
- Understanding Variables, Conditions & Loops in VBA
- Using Cells, Ranges & Other Objects in your Macros
- Putting it all together – Your First VBA Application using Excel
- My Top 10 Tips for Mastering VBA & Excel Macros
In the part 5 of our VBA Crash Course, let me share you my tips for mastering Excel VBA.
A warning before jumping in to the tips: I am not a VBA expert. I am a learner, just like you. I find VBA quite interesting language to learn and explore. These tips are based on what I have learned writing VBA (and VB code) in the last 12 years.
Tips for using & mastering VBA in short term:
#1 Think Thru before Coding
The best way to solve even a very complex problem is to think thru. Next time, when you are about to automate that report or clean some imported data using VBA, just write the logic down on a paper. See and understand various aspects of the problem. The solution becomes clear to you. It has worked for me and it works for you too.
Related: Building your First VBA Application using Excel
#2 Use the Recorder
Excel’s built in Macro recorder is a great way to learn about new objects and ways to deal with them. I use it all the time to record parts of my code and then customize the output. Just keep in mind that macro recorder does not produce the best or complete code all the time. But it gives you a damn good idea about how to write code for a set of actions.
Related: Introduction to Excel VBA & Writing your First Macro
#3 Use Immediate Window
Excel VBE has a powerful feature called as Immediate window. Think of this like a sandbox. You can write almost any VBA statements here and get quick results. For example, Open VBE (ALT+F11 in Excel) and go to Immediate window.
- Type ?Activecell.Value
- Press Enter
- And you will see the current cell’s value printed in immediate window
Here is a quick demo of immediate window.
#4 Debug.Print is your Friend
There are 3 things you cannot avoid in life
- your 2 year old daughter thinking it would be fun to throw a stone on your car
- your baby boy running and sitting in your lap suddenly making the hot coffee spill on you
- and of course bugs in your code
Bug is a fancy name given to the situation when your code is not doing what it is supposed to do.
But why?!? Well, we don’t know why unless we examine. And this is where Debug.Print can come handy. In below example, you would see the values of all tasks in the immediate window as your program runs.
#5 There is a method for that!
Just like Apple says There is an App for that!, may be Microsoft should say There is a Method for that! about VBA. I say this because VBA comes with a lot of methods and functions to do lots of things. If you are thinking of writing your own code to reverse some text, split something based on a delimiter, find the intersection of 2 ranges or run something after 10 seconds, may be you should before writing your code. Because, my dear, there is a method for that.
Whenever you feel like you are writing code for a problem that is already solved several times, chances are there is some built-in method or object for that. So just search.
Tips for Using & Mastering VBA in Long-term
While the above tips are good for solving your immediate problems, we should always aim for continuous improvement. Here are my top tips for keeping your VBA in shape.
#6 Break Your Work in to Smaller Chunks
No matter how complex your work situation or problem might be, chances are, it is made up of several smaller problems. So break things in to smaller chunks. This coding technique is called as modularization. Modularization has several advantages:
- Reuse: Once you break a big program to smaller parts, you can reuse a smaller part in several places or in other projects.
- Testable: Smaller code fragments are easy to test and debug.
- Maintainable: You can maintain smaller parts easily. You can upgrade them once you get a better version of Excel without breaking much.
#7 Build Iteratively
Rome is not built in one day, so is your buildRome() macro. Whenever you are attempting to automate a whole department’s work, take a step back and see what is the smallest (but most useful) feature you can have. Implement it and then add new features iteratively. That way, your turn-around time is improved, you look pretty in front of your boss and you feel in control of things.
Iterative development also lets you stop whenever you want and you would still have some working piece of code.
#8 Keep a Good Reference Handy
If you are going to use VBA quite often, then invest in a good reference. I suggest John Walkenbach’s Excel 2010 Power Programming if you are looking for one. Good reference books have lots of information and tips buried in them. For example, I keep Excel 2010 Power Programming book on my desk all the time and refer to it whenever I feel like not doing any work. I always learn something new.
#9 Take up Challenges
“Computers are like bicycles for our mind” said Steve Jobs. I am not sure if hours I put on facebook, twitter and gmail are keeping my mind fit. But any time I invest on programming is worth every second. I feel very sharp, excited and stoked when I solve a tricky problem using a computer program (be it VBA, an Excel Formula or php or anything else).
I think if you want to be good in VBA or Excel, then take up challenging work. Try to automate a report that you (or your team) produce using VBA, Try to simplify a formula or improve a chart.
If you are looking for fresh challenges, then look at our forums. We get dozens of interesting questions everyday.
#10 Use VBA only when you need it
Once you start learning VBA, it is natural to feel excited about the possibilities you have. But keep in mind that overusing it can complicate your work.
My suggestion: Use Excel’s native features as much as possible. Excel has several built in features to solve various day to day problems (conditional formatting, pivot tables, formulas, data validation, form controls to name a few). Only when you feel that there is no easy way to use Excel alone to solve a problem, go for VBA.
Example: Recently, I showed you all how to split text on new line using VBA. I did that because I thought there was no way to do it using Excel’s built in text-to-columns utility. Well, I was wrong. As Debra proved in the comments,
Chandoo, if you want to do this in the Text To Columns dialog box,
Select Delimited, then check “Other”
In the box beside Other, press the Alt key, and type (using the number keypad): 0010That should separate the text on the line break character.
So if you feel like there is no way to do something in Excel without resorting to VBA, well, just keep looking, because there might be a way.
What are your Tips for Learning & Mastering VBA?
Its your turn now. What are your top tips for mastering VBA? Please share using comments because I and many of our readers want to learn. Go ahead and post.
Join Our VBA Classes
We run an online VBA (Macros) Class to make you awesome. This class offers 20+ hours of video content on all aspects of VBA – right from basics to advanced stuff. You can watch the lessons anytime and learn at your own pace. Each lesson offers a download workbook with sample code. If you are interested to learn VBA and become a master in it, please consider joining this course.
Click here to learn more and Join our VBA program.
Thanks
This post concludes our series on VBA Crash Course. I hope you enjoyed these 5 articles and learned something new. I really enjoyed writing this series. Thank you so much for your comments and support.
For more about VBA & Macros, consider enrolling in our online course.
65 Responses to “Make Dynamic Dashboards using Pivot Tables & Slicers [Video & Download]”
WOW, is all I can say.
I could not have imagined a dynamic dashboard without getting approved software budget and a team of people involved to create it. Given that I am a relative newbie to excel and actually got here by looking for pivit table help, I imagine that i would not be able to make anything myself. But armed with the demo excel sheet I will press buttons (and I will report back how that went;-)
Claudia
Good stuff Chandoo, thanks
The slicer buttons take up quite a bit of room on the dashboard
Is there a way to make the buttons smaller so we can have more room for charts, tables, and commentary?
Kind regards,
Winston
You can resize the slicers! When you click the slicers you can change the height and width of columns and slicers. You can also, under slicer style click "New slicer style" where you can define your own style, which enables you to change most things, including font size.
I hadn't seen the Group Option used as you did for the Duration PivotTable. And thanks for showing how to remove the Field Buttons on a PivotChart, I loathe them with all my heart.
Fantastic design and a great dashboard.
@Claudia.. I am glad you like it. Do let us know how your adventures go.
@Winston: You can resize slicers or increase the number of columns inside. Unfortunately, we can not readjust the font sizes in slicers. So when you resize, you will see partial text.
@Gregory: Thank you. I am happy you like it 🙂
Hi Chandoo, your dashboards are really professional and simple. I do have some question, if I have the following scenario, could you help to advise : -different data sources eg monthly
-calculations percentile
-%difference between financial year
Thank you so much!
Hi,
Thanks for your great information.It has helped me a lot.
Now,I can build my excel addin for Excel 2010 better with your tips.
Hi chandoo i am new reader for ur site.and really found good stuff and temp. But i suggest u 2 put a guidance step sheet in temp so anyone can understand easily.and also help me to become awesome as ur noume.
[...] [Related: Dynamic Dashboard using Pivot Tables & Slicers] [...]
Chandoo, Wow these are very powerful reports. I will be implementing them straight away. It will save me hours of work. Thankyou so much.
Hi Chandoo,
I love the Slicer, but how do I link a slicer for different data sheets e.g.: Client data on one tab and products on another tab, as I find that as long as you use pivot tables off the same data you can link the Pivot tables using Slicer connections.
Regards
Paul
I appreciate the work you have posted on your website - very informative and easy to understand. I just wanted to inform you that you can make selections within the slicer too by using Ctrl and selecting the fields you want to group and use as filter.
I had a question regarding the data used in pivot tables. Is there a way to update the data (eg. a new customer entry) and have the pivot tables and the linked charts in dashboard automatically update? I will search for the answer in other posts so ignore if you have covered it elsewhere.
Thanks again and keep up the good work.
-Vivek
Dear All,
Me too is a die hard fan of Slicer. it's requirement was arise when management is feeling it difficult to juggle with filters for sales of a particular location, Product Category in Pivot Table.
Got very positive response when introduced to tackle the above situation. furthermore in slicer setting there would be option to enable or disable deleted data is handy for particular scenario.
These are eye catching color themes would be like icing on the cake.
There is one more feature of excel 2010 which proves to be tool for great time saving is "Repeat Labels" in Pivot Tables.
This is fantastic!! Your steps were super to easy follow. I can't wait to show my new dashboard off to the boss. Thank you so much!
This might be a little unrelated but I'd like to know which software was used to record your on screen actions? I'd like to use it for tutorials on models that I build for my customers. Thanks!
@Van
Have a look here: http://chandoo.org/wp/about/what-we-use/
The slicers are coming in a sorted order... How can i get it in the way it appears in my original data.... The settings show to sort them A to Z or the other way round but they are option boxes and can not be unchecked... What are my options????
[...] Using slicers to make a dynamic dashboard in Excel [...]
I watched the video and then worked through an example of my own, also telephone costs by coincidence. It took me about 30 minutes to do everything. Once you've understood the basics of pivot tables and slicers, all that limits you is your imagination!
The only thing missing from the video is now to change the number of columns in a slicer: Right click a slicer then Size and Properties, Position and Layout, Layout, Number of Columns ...
Good page and video.
Duncan
How do you insert 'Year' in the Pivot Table Field List if it doesnt exist in the Master table???
Thanks
Hi,
Can I disable the multi-selection of the slicer to only allow one selection at a time?
Thanks in Advance
@Manu.. as of Excel 2013, this is not supported yet. But you can remove slicer heading, clear filter button and style it so that it looks like a single selection. You can also use Macros to ignore previous selection upon multiple selection, but I would not recommend it.
For an example on styling see - Interactive Pivot Calendar
Awesome guide! The dashboard I made blew people away. I do have one question. I want the chart title to match what I have selected. How can I do this without writing macros?
@Devin
Lets say what you have selected in in A1
Select the Chart then Select the Title
Click in the Formula Bar and type =A1
enter or click the small arrow to the left of the Formula Bar
Enjoy
Love the slicers and use them often in my dashboards. Question about the data (specifically the date) I see the "date of call" column but was wondering how were you able to filter on slicers by year and month when there is only a date of call entered into the data?
Thanks for your help!
Thanks for taking the time to create this interesting and very useful tutorial!
I was able to create a similar dashboard in a short time after watching your tutorial. The problem I am having now is how to update the pivot tables and dashboard graphs when a change is made in the raw data. I tried two methods; Change data Source and Refresh. When I used Change Data Source (Options-> Change data source) the values in the pivot tables didn't update. When I tried refresh the values in the pivot tables disappeared as well as the information in the graphs, since the data in the pivot tables no longer existed.
I have been searching for a solution for a while now but I have unfortunately not been able to solve this problem yet. Any help someone can provide is GREATLY appreciated.
All the best
Hi, looks great, but how valuable is power view when it comes to financial data? I've been having trouble trying to visualize how I would use power view to report of financial data.
Hi Chandoo, you are awesome! Thanks for the good work!
there is duplication for my slicer, probably cause i choose date, time as my options. i changed it to date but still theres a duplication of the same date
Just Great! Thank you for the time to put this together and teach us.
Alex Cardoso from Indaiatuba, Brazil.
First of all I would like to thank you guys for this post I used this amazing tool with the help of your tutorial to create a dashboard for one single account and my regional manager said "good job, it looks very profesional" she was so impresed that now she wants one daschboard with all the acounts and services she is going to replace her KPI reports with my report !! I smell a promotion!! My demand was a new laptop with MS 2010 and it was granted. now I have allot of work and many many questions to post .. kudos
Hi Chandoo
I want to say thanks first because i loved ur tutorials
i have a small doubt how to insert slicer from external connections
i searched every where could you please explain how to insert a slicer from external source
@Krishna Prasad
use external source data as pivot table then you will be able to use slicer.
Hello Chandoo,
How to get rid of the > items in Months slicer?
They are appearing when there is a grouping on the date field in pivot
Thanks
Hi Chandoo,
One problem always bothers me when i use slicer. I have no idea aobut how to change the number format in slicer. Want to display number in slicer as general format, but it always displays other number format such as date.
I check my source data and it doesn't effect the number format.
Look forward you or any EXPERTS to solve it. Thanks very much!
In the end, This website is awesome!!!
Hi Emma,
Were you able to resolve your query? I have a similar problem. I use Excel 2013 and the field I'm dropping into the slicer is a currency field ($1.00, $1.05, $1.10 etc.) representing the exchange rates that the user can choose from. The items in the slicer revert back to general format (1, 1.05, 1.1, etc.) although the source field is formatted as currency field. Is there a way to fix this?
@Sunil & Emma: You can create a new column in your raw data which has currency as text, using the TEXT formula like this =TEXT(currency_val, "$#,##.00"). Use this column to create the slicer.
Thanks for the response Chandoo. It works as you suggested. However, if the users were to pick more than one item in the window I'd like to know what is the max value and utilise that value in a DAX formula.
Also... there is no issue if I were to throw a slicer over a normal pivot. The trouble comes when I choose the 'Add this data to the Data Model' option which I need for the PowerPivot.
Hi Chandoo (Or others)
Is there a way to make the color change, when the value changing after the use of a slicer?
Lets say the value is 4,5, when i press the slicer, and the value change to 3,5 i would like the color to change. Can anyone help?
Thank you.
Hi Chandoo,
It was very useful video for me. Thanks.
But I have one question to ask.
How can I connect data which is growing in size (rows, records) by time (daily, monthly etc.) to this kind of dashboard?
Or it is only on select number of data?
Thank you.
Chandoo zindabad!
Hi Chandoo,
I have been able to create something similar quite easily. The problem that I am facing is that I want to keep the Top 10 filters permanently. If I select one option and then clear the filter, the chart removes the Top 10 filter; I want it to go back to Top 10 filter.
Is there a solution to this problem?
Regards
Thanks a lot for the tutorial and for the demo file!
I have the same problem of Angela: after clearing the filter applyed on P1, the filter on P1 shows all the customers without filtering top 10 (as it was before).
Thanks!
Federico
Go to your pivot table, right-click and choose "pivot table options." On the "Totals & Filters" tab check "Allow multiple filters per field."
Justin, thank you so much!
now after clearing the filter applyed on P1, the filter on P1 shows again top 10 customers.
[…] Slicers – how to use them – case study […]
Chandoo!
Just find out your website, I´ll follow your tutorials from now, very useful!
Great thanks from Brazil!!!
Very useful. Learned a new skill today. Thanks a ton!
Hi Chandoo,
This is fantastic! It's going to really help me with some operational reports I develop regularly. Two questions I'm hoping you can answer for me:
1. How can I use one slicer to manipulate two different pivot charts that came from two different pivot tables?
2. If I have a slicer in an excel and share that with someone who is on older versions of Excel - what will it look like to them?
thanks!
Hello Chandoo!
I love the dashboards and have been able to make quite a few, my puzzle is when I am connecting the pivot charts to the slicers, I have to do each individual one and check every single slicer (usually I have about 12, so I end up having to check the 12 check boxes 12 times to connect everything) am I missing something? Is there an easier way to do this?
Thanks!
elisa
Hello Chandoo,
You make my life easier, am in love withe the slicers!
I greatly appreciate
Thanx
Hama
[…] Slicers. Easy for me to do, but not as easy to explain how I did it. Fortunately, Chandoo has a Make Dynamic Dashboards using Pivot Tables & Slicers video and download that will do the job nicely. Suffice it to say it took me <3 minutes to put […]
thank you very much..... 🙂
You are a legend!! Thank you so much - very clear, very helpful indeed.
nice player...
i like to play like chandoo sir.
i learn somthing about slicer by watching posts.
it was too difficult to watch and easy to prepare..
thank you boss.
God Bless You
Hi,
I've built a dashboard on Excel 2010 using Pivot tables and slicers.
What I would like to do now is duplicate the dashboard on another tab, having it extract from another data source (format is identical to the 1st data source).
I'm extracting the same metrics, but each data sources measure different product lines.
Could anyone help me out?
Thanks in advance,
M
@M
Can you please post the question at the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a sample file for a quicker more targeted response
Thank you so much. I learned so much about the slicer because of the video. Just got a quick question. Say I got 100+ Customer name bottons in one of the slicer, and it is time consuming to scroll up and down to find the one to select. Is there anyway I can set in the slicer setting that when I type "E", it automatically take the selectionto to where all the "E" starts? Thanks
Hi there,
This looks great - is there a way I can use it to compare vs budget, forecast? Is it just a case of renaming one of the field Comparison with the data being "Actual, Budget, Forecast"?
Thanks!
hello master!
please help me.
i am looking for many file example for Dashboard, but because my English is weak i couldnt fint it in hear.
please help me.
thankyou so much.
@An
Goto: http://chandoo.org/wp/welcome/
Have a look under dashboards http://chandoo.org/wp/excel-dashboards/
Also use the Search Box at the Top right of every page at Chandoo.org and search for Dashboard
thank you brother.
i love all of you!
Dear Excel Guru,
Hope everything is fine with you?
Can you please help in this Logic, it is a thought only to increase my knowledge SIR?
Please note that I have been working in Excel file contains two times of our teammates who claims overtime an each calendar month
My excel file as like this :-
ROW 1 Days of Month
ROW 2 Date of Month
Cell -1 [Time IN(06:00Hrs)], cell -2 [Time OUT(15:30Hrs)] no break in our factory and anything after Eight hours assume as overtime as standard in all across.
Appreciate if you could help me in providing the best an Exclusive Excel formula to calculate each day overtime excluding staff eight hours regular duty and Friday consider as full day overtime.
Kindly help me at the earliest convenience.
awaiting for your expertise.............
Best Regards / Ikram Siddiqui
Thank you for video , will you please provide pivot table with header and sub header like year main header and under that three sub header. How to make dashboard for that.
Dear Sir,
How to seperate amount, mention in remarks.