Speed up your Excel Formulas [10 Practical Tips]

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Excel formulas acting slow? Today lets talk about optimizing & speeding up Excel formulas. Use these tips & ideas to super-charge your sluggish workbook. Use the best practices & formula guidelines described in this post to optimize your complex worksheet models & make them faster.

Speed up Excel Formulas - 10 Practical Tips

10 Tips to Optimize & Speed up Excel Formulas

1. Use tables to hold the data

Excel Tables are great for holding data

Starting Excel 2007 you can keep all the related data in a table. For example call center data in our recent dashboard is kept in a table. Tables can be used in formulas with structural references, can be used as a source for pivot tables etc. And since tables grow & shrink as you add / remove data, none of your formulas need to be dynamic. As an example, if you have table called cs, then the formula sum(cs[column_name]) refers to sum of all values in the column_name of table cs. Even if you add more data to CS, the formula still works.

Resources to learn about Excel Tables:

2. Use named ranges, named formulas

By using names and named formulas, you can simplify your spreadsheet. Not only that, since named ranges & named formulas can hold arrays (ie lists of values), you can hold intermediate results or values that you need to refer many times in these named formulas. This will reduce the formula overhead and makes your workbooks faster.

Resources to learn about named ranges & named formulas:

3. Use Dynamic Arrays & Spill Ranges

Introduced in Excel 365, Dynamic Arrays allow us to build complex calculations with ease. I suggest incorporating new functions like:

  • FILTER to fetch a list of values that meet one or more criteria.
  • SORT to sort the values
  • UNIQUE to eliminate duplicate values on the fly
  • XLOOKUP to perform various lookups
  • VSTACK / HSTACK to combine datasets
  • TOCOL / TOROW to convert tables of data to single row or column formats
  • # or Spill operator to manage spill ranges

Learn more about Dynamic Array functions here:

4. Use Pivot Tables

Many times, even when we do not need formulas we use them, because we can. Pivot tables are an excellent way to calculate a lot of summary values with few clicks. Once the pivot is built, you can refer to the pivot values with GETPIVOTDATA or simple cell references. This will reduce a lot of unnecessary calculations. If you are changing the data, you can just go to DATA ribbon and refresh all pivots in one go. This process works smoothly when you use tables to hold the data.

One of the reasons for slow workbooks is lot of data. Since, pivot tables are designed to work with lots of data, by using them, you can speed up your workbooks.

Resources to learn Pivot Tables:

5. Sort your data

One of the reasons for sluggish performance is that you are searching for something in a lot of un-sorted data. You are making Excel look for a needle in a hay-stack. Many times we inherit un-sorted data thru data imports. By sorting the data & using correct operators in lookup formulas, we can instantly speedup a sluggish workbook. If you feel that sorting the data is a pain, you can even automate it with Power Query or a sort procedure (thru a simple VBA macro).

Examples on Sorting:

6. Use Manual Calculation Mode

Speed is the hefty price you pay for complexity. But many times, we want our Excel workbooks to be complex, because only then they would reflect real world. In such cases, you can set formula calculations to manual mode.

Manual calculation mode in Excel Formulas

Just press F9 whenever you want to run the formulas. Please note that Excel runs formulas whenever you save the file too.

7. Use Non-volatile formulas

There are a class of formulas in excel called as volatile formulas. These formulas are re-calculated whenever there is a change in the workbook. Examples of volatile formulas are RAND, NOW, TODAY, OFFSET etc. So when your worksheet has a lot of volatile formulas, any time you make a change all these formulas must be re-calculated. Thus, your worksheet becomes slow.

Solution? Simple, do not use volatile formulas. For example, instead of using OFFSET to construct a dynamic range, you can use INDEX. Since INDEX is non-volatile, it tends to be faster. Or better still, use a table.

Resources to learn more:

8. Keep formulas in a separate sheet

Formulas are the driving force behind any Excel workbook or model. By keeping all them in a separate worksheet(s), you minimize the chance of mistakes, omissions or repetitions.  Debugging or investigating slow performance becomes an easy task when all formulas are in same place. I usually keep all the formulas in one sheet whenever I am designing a dashboard or complex workbook. This structure also helps me in thinking thru various calculations and planning the formulas in a structured way.

9. Write better formulas

Here are some guidelines that I follow when writing formulas.

  • Built-in formulas tend to better than your own version – for example SUMIFS is easier to write and just as fast as SUMPRODUCT.
  • Do not refer to entire column when you need just a few values. Do not write SUM(A:A), when you know values are only in A1:A10.
  • IFERROR instead of lengthy IF(ISERROR formulas. Use IFERROR to simplify your error checking.
  • Remove or Fix formula errors [how to, findout why formulas are not working]
  • Use newer Dynamic Array formulas instead of old clunky array formulas
  • Remove or Reduce references to other workbooks. Use Power Query instead.
  • Remove any named ranges that result in error or missing links.
  • Try to come up with alternative formulas: this not only sharpens your mind, but lets you discover better solutions.
  • Do not calculate something if you do not need it.
  • Do not calculate same thing twice. Use the first result second time too. Use LET for accomplishing this.

Resources to write better formulas:

10. Desperate times need desperate measures

Sometimes, no matter what you do, the workbook remains slow. Here are a few whacky ideas that I try in such cases:

  • Replace formulas with values. I take a backup of the formulas. Then I select everything, CTRL+C, ALT+ESV (or CTRL Shift V). Done!
  • Develop the workbook from scratch: Sometimes it helps to design the workbook afresh.
  • Replace external data links with actual data: And import data by copy-pasting if needed.
  • Reduce the functionality: See if the end user can live with fewer features in the workbook.
  • Find an alternative solution: Trying to do everything in Excel is foolish. See if there is any external tool that can do this better & faster.

BONUS: Learn new formulas & play with them

Optimization is not a one-shot exercise. It is an ongoing-business. So you need to constantly learn new formulas, new uses & play with them. This way, you see new ways to improve a sluggish workbook. To begin with, explore our Formula homework & formula forensics pages and see how you solve these problems.

How do you speed-up your Excel formulas?

So how do you optimize & speed-up your Excel formulas? What techniques do you use? Please share using comments.

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27 Responses to “How to Embed Youtube videos in to Excel Workbooks?”

  1. Vlad says:

    Thank you!!
    The trick is to get that URL for video. Some videos have this feature disabled... hmm...

  2. Fred says:

    very cool. how did you record what you do on Excel? it didn't seem like you was using a camcorders.

  3. Robert says:

    This is a great tip. Is it possible to insert a PDF on an excel worksheet? I usually receive quotations in pdf format, and would like to show the quote on a worksheet, rather than using hyperlinks. Any and all help would be greatly appreciated.

  4. Gregory says:

    Your instructions didn't work for me, ether in Excel 2010 or 2007, and I tried several times, following the instructions very carefully and to the letter.

    What I found out is that, for some odd reason, copying the YouTube URL then adding the ?fs=1&hl=en_US to the end would not work at all for me.

    But if I went to the Embed code in YouTube and copied value parameter (minus quotes) and pasted it into the movie property, the movie would play. The Embed code value parameter includes the link and the extra bit you included at the end. No need to copy that as an extra step.

    • West says:

      Best feedback on here. Worked like a charm after removing extra YT code. Thanks..

    • Sonu says:

      @Gregory,
      Thanks your instructions.
      I have carefully followed the Instructions mentioned by you and still i am unable to do embed the video in excel.
       
      Please help and your immedate reply will be higly appreceiable.
       
      Regards
      Sonu Monga
      A Chartered Accountant
       

      • HARSHUL says:

        If you are using excel 2010 or higher. then there is nothing like Shockwave flash player.
        In that case you have to use windows media player.
        There is a control naming Windows Media Player in that list.
        Insert that contol and then open properties and insert link in URL.
        It will work.

    • Sonu says:

      @Gregory,
      Thanks your instructions.
      I have carefully followed the Instructions mentioned by you and still i am unable to do embed the video in excel.
       
      Please help and your immedate reply will be higly appreceiable.
       
      Regards
      Sonu Monga
      Chartered Accountant

  5. vlad says:

    It wouldn't play because you need to indicate the exact location of flash file....by 'Embedding' the file, you get the the exact URL, so it can be played....some videos can't be 'embedded' that's why it won't work....

  6. Jason says:

    My developer tools does not list a control for "Shockwave flash object". Where/How do I find it?

  7. modeste says:

    Hi Chandoo,

    why don't use OCX Window media player ???
    you can play your own local video or music
    just indicate exact location (Full path or URL)
    i.e :
    C:\Users\Public\Music\Sample Music\Kalimba.mp3
    C:\Users\Public\Videos\Sample Videos\Wildlife.wmv

    with macro and userform :
    Sub PlayMedia()
    On Error Resume Next
    UserForm1.WindowsMediaPlayer1.URL = ThisWorkbook.Path & "/" & ActiveCell.Value
    ' ----- or
    ' ----- UserForm1.WindowsMediaPlayer1.URL = Exact location
    End Sub

  8. Very cool. I also could not get the instructions to work, but was able to use Gregory's suggestion about the embed code. Thanks for posting!

  9. Maria says:

    Thanks Chandoo. This is very cool. I was able to make it work using the embed code copying from http: up to _US as you indicated. This is a great way to provide additional training or message as you package your deliverable.

  10. [...] Trying to become a bit flashier with your dashboards? Maybe you’re just looking to include additional material. Take a look at this quick tool to embed YouTube videos in excel workbooks. [...]

  11. Clarity says:

    Hi Chandoo,

    Excellent tip. Very useful.

    Is there anyway to link the path in the properties to a cell value so that the user can select the video from a drop down and then have the video play?

  12. Nav says:

    nothing happend in Embed Youtube videos in to Excel Workbooks, it shows only white blank screen.

  13. nihal says:

    Hi Chandoo, How Do I put more than one URL in movie field?

  14. Steve says:

    Hi Chandoo,
    very good tip.
    But how do I start the embeded video in an xlsm file once the tab is selected or through VBA programming?
    Appreciating your answer
    Steve

  15. KAMALAKAR says:

    Query:
    I have created 4 sheets excel file, but when i print this file to PDF it generates two sheets one PDF and two Sheets one PDF … can i know the setting which i had to change. because i want all 4 sheets in one PDF
    while Printing i did setting as "Print Entire Workbook"
    Awaiting for your reply.

  16. Brent says:

    Help!! THis works great, but I'm trying to use VBA to change the URL, which I can do. The problem I am having is getting it to play via VBA.

    The object has both .play and .playing = true properties, but neither will actually play the video after updating the .movie url. The correct video appears within the object, but I can't get it to play from VBA... which I really need it to do.. Thoughts?

  17. biljo says:

    Hello

    Go to Developerr tab and select more control then find windows media player just click it.

    after that you have to right click on the embeded object and select properties there you need to add your video file path.(dont forget to include extension like .avi, .mov etc.) in URL field. Then Press Alt+11 and deselct design mode. Once you close the module your video start playing.....

  18. Rob G says:

    For the life of me, I cannot get this to work. I have followed Chandoos instructions to the letter and also tried using the embed code as Gregory suggested, all I get is a blank white box where the video should be. Is there any other reason that this might not work? Flash version perhaps? Quite frustrating.

  19. Mark says:

    Hi I was wondering if was a way after adding a video if one could save to HTML format and it would work?

  20. Yatin says:

    Hi Chandoo,
    This is very helpful, however, is there a way to auto-play the embedded youtube video as soon as somebody opens the excel file? Can you share the macro for the same?

  21. nonsofar13 says:

    Hi,

    Very cool, how is it possible to start automatically the video when the excel sheet is open?

    I would like to start the video when i open the worksheet :).

    Best regards.

  22. Yasser says:

    Hello
    When trying this method, I got Flash-embedded videos are no longer supported. Is there a solution for this problem?

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