My Top 10 Tips for Mastering VBA & Excel Macros [Part 5 of 5 – VBA Crash Course]

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This article is part of our VBA Crash Course. Please read the rest of the articles in this series by clicking below links.

Top 10 Tips for Mastering VBA, Excel Macros - from Chandoo.org

  1. What is VBA & Writing your First VBA Macro in Excel
  2. Understanding Variables, Conditions & Loops in VBA
  3. Using Cells, Ranges & Other Objects in your Macros
  4. Putting it all together – Your First VBA Application using Excel
  5. 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.

  1. Type ?Activecell.Value
  2. Press Enter
  3. And you will see the current cell’s value printed in immediate window

Here is a quick demo of immediate window.

Demo of Immediate Window - Excel VBA Crash Course

#4 Debug.Print is your Friend

There are 3 things you cannot avoid in life

  1. your 2 year old daughter thinking it would be fun to throw a stone on your car
  2. your baby boy running and sitting in your lap suddenly making the hot coffee spill on you
  3. 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.

Example on Debug.Print in VBA

#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): 0010

That 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.

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21 Responses to “Distinct count in Excel pivot tables”

  1. Al says:

    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?

    • Chandoo says:

      @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.

      • Dan says:

        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...

        • Chandoo says:

          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)

  2. NC says:

    I had absolutely no idea this was possible. Very useful, nice work!

  3. Pete says:

    Doesn't work for 2010 version though (or at least not my works version)

    • NARAYAN says:

      Hi ,

      The post has the following in it :

      These instructions work only in Excel 2016, Office 365 and Excel 2013.

  4. Sarah says:

    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 ?

  5. Edgar says:

    Quick note, the “Add this data to data model” option is not available for the Mac version.

  6. Steve Curtis says:

    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?

  7. Kelly Nanfito says:

    Is there a way to still add a calculated field when using distinct count?

  8. Luna says:

    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?

  9. Chris says:

    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.

  10. Ankit Moral says:

    A big Thank you. It worked.

  11. Mohapi says:

    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

  12. sorina says:

    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

  13. ira says:

    Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?

  14. Asia says:

    Great Answer! Saved me lots of time!
    Thank you!!!

  15. Suresh says:

    Worked awesome! Thanks!!

  16. Mayank says:

    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?

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