Is VBA slowing down your workbooks? Do you spend hours starting at Excel while the macros finish running? As part of our Speedy Spreadsheet Week, today lets talk about optimization techniques for Excel VBA & Macros.
Optimization Techniques for Excel VBA & Macros
Lets break this in to 2 sections. (1) Quick optimization techniques & tactics (2) Optimization ideas for the long run
Quick optimization techniques & tactics for VBA & Macros
1. Turn off the features you don’t want before running your macro
This is easy pick. Even while your macros are running, Excel does a lot of work to update the spreadsheet screen, re-calculate the formulas, display alerts etc. You can turn-off these things before running your macro and this would instantly speed up your code.
This is how you can do it:
Application.ScreenUpdating = false
Application.DisplayAlerts = false
and use these lines at the bottom of your code to turn on the alerts & screenupdating.
Application.ScreenUpdating = true
Application.DisplayAlerts = true
Things to remember:
- If your macro changes a part of the spreadsheet (for example animation, chart updation), turning off screenupdating is not the way to go.
- Set calculation mode to manual if it is ok (application.Calculation =xlCalculationManual)
- Make sure your turn-on everything at the end of your macro.
2. Do not select cells & objects
Range("A1").value = 10 is faster than
Range("A1").select
Selection.Value = 10
Many times, we select cells, objects in our code because the macro recorder produced such code. There is no need to select cell(s) to access or update the value(s).
3. Use built-in functions & features if possible
Do not re-invent the wheel. If there is a built-in formula or function, use it instead of developing your own. Objects like Application have many useful methods that can do what you want. For example, if you want to check if 2 ranges overlap, you an use Application.intersect instead of doing the math yourself.
4. Loop carefully
Some people say avoid loops. I say loop carefully. If you can do the same thing without a loop, do it. Else, make the loop as light-weight as possible. Think thru the problem and see what is the best way to loop. Use below guidelines when you are writing macros with loops:
- To search: Use built in methods like search, find, VLOOKUP, MATCH to find a value in a range instead of looping thru it.
- To copy: Use array to range copy method instead of looping thru the array and copying one element at a time. See example below:
Dim myArr(1 to 1000) as String
'do something and have a lot of values in myArr
'Copy all values in myArr to worksheet range myRange in one step!
Range("myRange").Value = Application.WorksheetFunction.Transpose(myArr) - To copy: If you want to copy one range of values to another, just assign the values to second range instead of looping. See below:
Range("r2").value = Range("r1").value - To sort: Use Range.sort method or any other built-in methods to sort if possible.
- Nesting loops: avoid them if you can. Else, take coffee breaks when you run the 14,000 times loop inside 17,345 times loop.
5. Use with block
When you want to do several operations on same object, use With block. This keeps your code clean, tells Excel to cache the object for a bunch of operations.
VBA & Macros – Optimization techniques for long run
Optimization is never ending process. So a good coder constantly learns techniques & follows sound principles to keep her code light-weight & fast.
1. Copy good ideas
There are tons of good code samples, example macro code on various sites, forums or books. Copy any good ideas you come across to speed up your code than trying to re-invent.
2. Divide and conquer
Sometimes a macro is slow because you are trying to do everything in one go. Try doing the task in small chunks. These ideas help:
- Break down your application in to smaller modules / macros.
- Show progress to end users thru a progress bar, frequent screen updates or status messages.
- Render most important aspects of the output first. Then do the rest in background.
3. Less is better
The less code you have, the lesser memory you use, the lesser objects, variables you deal with, the faster your code becomes. As an exercise, take your most complex macro and see if you can delete a line. Repeat this until there is nothing else you can remove. That alone improves the performance. Some ideas to consider:
- Plan your code before you write it. Think thru all steps.
- Do not write code for lame users (unless you are developing something to sell to larger public). Most users in workplace are smart and reasonable. So you can lessen error handling etc.
- Release objects you no longer want to clear memory.
- Negotiate with users and reduce features if possible.
4. Learn & Practice
Merriam-Webster dictionary defines “optimize” as,
to make perfect … more
Learning & practicing is a proven path to perfection. You can learn by examining others code, reading books or helping others. Very soon, you see that your own code becomes better & faster.
5. Know when you cannot optimize
Optimization is like an itch. If you do not resist in time, it consumes you. For most of us running the code in shortest time is not the goal. Our goal is to meet end user needs & get things done. So as long as your code runs fast enough leave it in peace and move to next challenge.
Also, some times no matter what you do, your Excel macro takes time to run. May be its time you considered other languages / tools to solve the problem
More on Excel Optimization & Speeding up:
Read these articles too,
- Optimization & Speeding-up Tips for Excel Formulas
- Charting & Formatting Tips to Optimize & Speed up Excel
- Excel Optimization tips by Experts
- Excel Optimization tips submitted by our readers
How do you speed up your VBA Macros?
Personally, I try to stay away from VBA in my workbooks. But I find that with just a few lines of VBA, we can add a lot of wow factor, convenience to the spreadsheets. So, once in a while I add VBA to make my workbooks even more awesome. I also use VBA to clean up data, process it or generate reports. In such cases, by using above ideas I saved a lot of time & made my workbooks nimble.
What about you? How do you speed up your VBA & Macros? Please share using comments.
For more information on VBA & Macros
Check out our Excel VBA section or join our VBA Classes online program.
17 Responses to “Budget vs. Actual Profit Loss Report using Pivot Tables”
Good Work, Yogesh & Chandoo! Thanks.
Hi everybody,
first sorry I am late to say something about this topic;actually I was waiting last part
second I am not accountant I am an Engineer
third """"Very Important""" the idea is not about Loss but I am sure it is profit
Based on third it shows:
1- How to use EXCEL
2- How to use pivot TABLES
3- How to collect and arrange DATA
4- How to make reports
Many Thanks
Hi Yogesh and Chandoo,
Thank you for sharing your knowledge!
You guys are great!
thanks chandoo and yogesh, thanks for you lessons, are great!....i have a idea for a budget. I try to do it..... thanks for all
Thanks a lot for sharing the most powerful tool worldwide "knowledge"
Warm greetings from Peru
Hi -
This is a really great article because it's a simple and common thing you'd want to do with a pivot table but not at all obvious how to do it! So - muchas gracias to Chandoo and Yogesh!
One thing - I couldn't get past the group error in the sample file. I would click on ungroup but it didn't seem to have any effect. I'd appreciate it if anybody has any pointers here.
-Juanito
Hi Chandoo
I am also having the group error. Can't seem to ungroup? Appreciate if you explain further on the steps required in order to get to calculated items.
Many thanks and keep up the great work.
Cheers
Adam
Hi Chandoo,
I'm struggling resolving the problem depicted below:
I have a set of data, with (among others) a "Region" field (can be APJ, EMEA, or AMS), and a "Country" field.
Unfortunately, I need to group data by the following 4 Regions: APeJ, Japan, EMEA and AMS.
I first tried to make a pivot with Region and Country in the rows (or columns), and then group Country data as per the above.
Alas, as soon as I have a new Country that appear in my data set, my groupings are broken, and I have to redo the job of ungrouping, grouping etc.
I thought I could try to use calculated item, by adding first a new column to my dataset concatenating Region_Country, and create an "APeJ" calculated item that would sum all the "APJ_*" and substract the "APJ_Japan", but again, no clue, as I can't find a way to use any wild card in those formulas.
Given that I already found extremely helpful tips and tricks in your site that helped me manage that bunch of data, I'm pretty sure you'll have a bright idea on how I can solve that one!
Thanks in advance for your lights!
Hi Catherine...
In such cases, I advice using an additional column in the data itself. You can set-up a grouping table else where with country in first column, region in second column. And then in the data, you can add an extra column and use VLOOKUP to fetch the region based on the country.
Then feed this entire data (with extra column) to pivot table and use the extra column to group the data.
Hi Chandoo,
Thank you for your prompt answer.
I finally came to the same conclusion - after a rest 🙂 . I was probably too tired Friday evening (it was rather late), having spent hours in manipulating all my surveys data so as to pull rolling averages, make nice graphs and so on, and was trying to find a complex solution when there was a simple one.
Thanks again,
Catherine
Hey,
Great post!
I for example have different database structure with the following fields :
Date, Expense, Income, Sum (Income - Expense), Category (Sales, Cost of Goods and etc).
Creating a P&L report for the whole year works great. Including gross margin % and etc.
Though, creating P&L report by QTR/Month is becoming impossible since i get the following error : “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”
Is there a solution for this kind of problem?
Like Adam and Juanito, I also cannot ungroup.
Would appreciate it if you can add a few more lines and a screenshot or two on where to put the mouse cursor to ungroup.
Hi, I have figured out the ungrouping problem. One of the earlier steps was to group by month, if you pull the month back down to the column then right click and then select ungroup, then pull the month back up so you end up with just data source and budget/actual as the headings, then you can continue on.
To solve the ungroup problem, my method is:
Copy the "data" sheet to a whole new Excel workbook
and directly work on Part 6.
And since it is a fresh copy, Excel don't show me the "can't ungroup" problem. Hope this help.
Thank you Yogesh for this wonderful tutorial.
Kent, Malaysia
Just when i thought pivots were awesome i learn about inserting the calculated fields and that makes them more awesome. chandoo where have you been all my life.
Hello - your P&L pivot version has really impressed my boss and would like to use it. I have applied it for a actual vs budget vs forecast model I have created. One problem. In your variance above the operating profit percent % variance shows 33.8% but I want it to show (0.01) point or the true diff from prior budget.
I know I can add calculation to the side but boss would like to see it in pivot table.
Please help
Thanks
I have a further query which may solve my above dilemma. Is it possible to add a column that calculates percent increase. So in the example above a new column would be added to show variance %.
Any help would be appreciated.
Thanks