Excel Speedup & Optimization Tips by Experts [Speedy Spreadsheet Week]

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As part of Speedy Spreadsheet Week, I have emailed a few renowned Excel experts and asked them to share their tips & ideas to speedup Excel. Today, I am glad to present a collection of the tips shared by them.

Excel Speedup & Optimization Tips by Experts

Excel Speeding up & Optimization Tips by Hui

About Hui:
Hui (Ian Huitson) has been writing & contributing to Chandoo.org for more than 2 years. Many of you know him from Formula Forensics & Data table related articles on Chandoo.org. See about Hui page for more about him.

In no particular order:

  • Minimize the use of Volatile Functions
  • Organize your workbook layout and data methodically
  • Where possible use fixed values or Named formulas instead of lookups even if the values only change rarely, flag those for manual checking
  • Don’t Start equations with a + that actually adds 0.4% calculation time
  • Minimize use of the Data Table command to running summaries only at the end of a project
  • Review the logic of the model and all if’s or lookup choices for necessity or alternatives
  • Use negatives instead of multiple positives where appropriate in conjunction with If’s and Lookups
  • Learn about Conjunctive Truth Tables, they Rock for reporting
  • Array formulas can do the work of dozens of normal cells, but use cautiously
  • Use Named Formulas and UDF’s instead of multiple Helper Cells/Rows or Columns
  • Minimize of us Conditional Formatting
  • Minimize use of linked workbooks especially if over network drives
  • Take an advanced Excel course like the ExcelHero Academy
  • Minimize the use of Excel 2007

Links:

Excel Speeding up & Optimization Tips by George

About George:
George runs Excel Unusual, where you can learn about using Excel for engineering, simulations & games. In his work, he builds complex spreadsheet models all the time. So I asked him to share a few tactics with us. He wrote 2 articles in response to my request.

Links:

Excel Speeding up & Optimization Tips by Gregory

About George:
Gregory runs Excel Semipro, where he shares Excel tips & ideas. I asked him to contribute to the Speedy Spreadsheet Week. This is what he says,

Tips by George:

To speed up my worksheet files, I have one primary rule: do not use the OFFSET function, which is volatile and can slow things down considerably. In newer spreadsheets I use Tables and The imposing INDEX function to keep ranges automatically updated. In Excel 2003 I use an event-based approach, with named ranges, the worksheet deactivate module, and VBA to keep lists and ranges updated.

Links:

Excel Speeding up & Optimization Tips by Luke

About Luke:
Luke is one of the Excel Ninjas at Chandoo.org where he contributed more than 1000 posts. I asked Luke to share some optimization tips based on his vast experience of using Excel & helping others. This is what he suggests:

  1. In VB, whenever I see a line like Selection.something that’s usually an indicator that I’m using extra lines. Either I need to apply the method directly to the object instead of selecting it, or I need to use a With statement.
  2. With Event macros, don’t forget the all-important lines of Application.EnableEvents = False and Application.EnableEvents = True so that you don’t cause multiple events to be triggered.
  3. See a section of code that you’re repeating? Probably need to make this a separate Sub or Function that you can then reference from the main code.
  4. When building your formula page, think top-down. Cells near the top of worksheet should be referenced in formulas that are below, not vice-versa. XL likes to calculate left to right, top to bottom. Scattering cell references around makes it work harder.
  5. When using large amounts of data that you want to be charted, sometimes I’ll build a formula sheet within the workbook with data, and then just build another workbook that uses a data query (referencing the formula results) to generate the charts.
  6. This might be more along the lines of auditing a worksheet, but sometimes it’s hard to see how I’ve laid out my constants and formulas, and using a worksheet map helps bring things into focus (related: create a worksheet map)

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Excel Speeding up & Optimization Tips by Narayan

About Narayan:
Narayan is one of the Excel Ninjas at Chandoo.org where he contributed more than 1000 posts. I asked Narayan to share some optimization tips based on his vast experience of using Excel & helping others. This is what he suggests:

Period-to-Date and Cumulative SUMs
There are two methods of doing period-to-date or cumulative SUMs. Suppose the numbers that you want to cumulatively SUM are in column A, and you want column B to contain the cumulative sum; you can do either of the following:
You can create a formula in column B such as =SUM($A$1:$A2) and drag it down as far as you need. The beginning cell of the SUM is anchored in A1, but because the finishing cell has a relative row reference, it automatically increases for each row.
You can create a formula such as =$A1 in cell B1 and =$B1+$A2 in B2 and drag it down as far as you need. This calculates the cumulative cell by adding this row’s number to the previous cumulative SUM.
For 1,000 rows, the first method makes Excel do about 500,000 calculations, but the second method makes Excel do only about 2,000 calculations.

Subtotals

Use the SUBTOTAL function to SUM filtered lists. The SUBTOTAL function is useful because, unlike SUM, it ignores the following:
Hidden rows that result from filtering a list. Starting in Excel 2003, you can also make SUBTOTAL ignore all hidden rows, not just filtered rows.
Other SUBTOTAL functions.

Using SUMPRODUCT to Multiply and Add Ranges and Arrays.
In cases like weighted average calculations, where you need to multiply a range of numbers by another range of numbers and sum the results, using the comma syntax for SUMPRODUCT can be 20 to 25 percent faster than an array-entered SUM.
{=SUM($D$2:$D$10301*$E$2:$E$10301)}
=SUMPRODUCT($D$2:$D$10301*$E$2:$E$10301)
=SUMPRODUCT($D$2:$D$10301,$E$2:$E$10301)

These three formulas all produce the same result, but the third formula, which uses the comma syntax for SUMPRODUCT, takes only about 77 percent of the time to calculate that the other two formulas need.

Dynamic Ranges

These are most often created using the OFFSET and COUNTA functions , as in the following :
=OFFSET(Sheet1!$A$1,0,0,COUNTA(Sheet1!$A:$A)-1,1)

Sometimes , when data is stored in the form of records , so that all columns have data to the same extent , there may be several dynamic ranges ; say we have ORDER_ID in column A , CUSTOMER_ID in column B , and the AMOUNT in column C. Thus there may be several dynamic ranges as follows :
=OFFSET(Sheet1!$A$1,0,0,COUNTA(Sheet1!$A:$A)-1,1)
=OFFSET(Sheet1!$B$1,0,0,COUNTA(Sheet1!$B:$B)-1,1)
=OFFSET(Sheet1!$C$1,0,0,COUNTA(Sheet1!$C:$C)-1,1)

These can be simplified to :
=OFFSET(Sheet1!$A$1,0,0,COUNTA(Sheet1!$A:$A)-1,1)
=OFFSET(Sheet1!$B$1,0,0,COUNTA(Sheet1!$A:$A)-1,1)
=OFFSET(Sheet1!$C$1,0,0,COUNTA(Sheet1!$A:$A)-1,1)

These can then be optimized by storing the COUNTA value in a cell , and using the cell reference within the OFFSET formula :
=OFFSET(Sheet1!$A$1,0,0,Sheet1!$F$1,1)
=OFFSET(Sheet1!$B$1,0,0, Sheet1!$F$1,1)
=OFFSET(Sheet1!$C$1,0,0, Sheet1!$F$1,1)

Where Sheet1!$F$1 contains the formula : =COUNTA(Sheet1!$A:$A)-1
For more, refer to MSDN.

Resetting the USED RANGE

Pressing CTRL END will take the cursor and place it on the cell which Excel thinks is the last used cell in the worksheet.
Suppose you do this , and the cursor lands on D27 ; now navigate to any cell which is as far away as you can imagine , say AA3456 ; enter any character , even a space will do ; then clear the cell contents by pressing the DEL key.
Pressing CTRL END will now take the cursor to AA3456.
To reset the USED RANGE , go to the Immediate Window of the VBA Project , and enter the following statement :
Application.ActiveSheet.UsedRange
Your used range should now be reset to its earlier value of D27 ; pressing CTRL END will now take the cursor to D27.
Refer to this Stackoverflow discussion for more.

Excel Speeding up & Optimization Tips by Jordan

About Jordan:
Jordan runs Option Explicit, an Excel VBA blog. He shared these tips with us,

  • When reading and writing to ranges, use .value2 (this is noticeable for large, iterative calculations)
  • Ensure that ALL spreadsheet errors are handled. The most common errors I see ignored are #Ref errors and #Div (for dividing by zero). Use Go To Special… to find these errors and either delete them or use IFERROR to handle them. In my opinion, Excel errors are one of the biggest contributing factors to slow spreadsheets.
  • When using INDEX, include the row or column number even if you don’t need it. For example, if I’m pulling data from only one column, I need only write =INDEX(A1:A10, 1) to pull the first item. However, =INDEX(A1:A10, 1, 1) appears to be a hair faster. Try it.
  • Cut down on Lookup functions. In many instances, the lookup table has already encoded information in the correct order. Instead of looking up, say, Stage 2, just use INDEX on the desired column and pull from row 2.

Thanks to Hui, George, Gregory, Luke, Narayan & Jordan

Many thanks to all of you for sharing these ideas & tips so that we can speed up Excel. If you found these tips useful, say thanks to the contributors.

More on Excel Optimization & Speeding up:

Read these articles too,

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24 Responses to “10 Supercool UI Improvements in Excel 2010”

  1. Hui... says:

    The best improvement by far is the Collapse Ribbon ^ button !

  2. Alex Kerin says:

    Kind of a shame that some of the best improvements are actually returns to old functionality. One thing I don't like is that to get to recent files I need to do an extra click after File - apart from Save As, that's why I'm usually in the File menu. I like the sparkline options, though they are still as not fully featured as some of the free and pay options out there.

  3. Arti says:

    The collapse button for the ribbon menu is good news. Can you make the ribbon menus stick too?

  4. Jon Peltier says:

    Nine improvements, not ten. You can also select multiple objects in 2007. Click on the Find & Select item at the far right of the Home tab, and the dropdown looks remarkably like your 2010 screenshot.

  5. Chandoo says:

    @Jon.. Thank you. Dumb me, I somehow thought we couldnt select objects in Excel 2007. Just saw the "select menu" and it is there. I have corrected the post and removed the point. I have added the "you can make your own ribbons" instead. Thanks once again.

    @Arti: what do you mean by make ribbons stick?

    @Alex: May be it is my installation, but when I go to "File menu" I see "recent files" by default.

  6. Arti says:

    For example, if I am working with one of the contextual ribbon menus (Pivot tables, Drawing/Chart etc), as soon as I click away from the selected object, the menu tabs vanish. If I click on the object again immediately, then Excel will remember what I was looking at, but if I wander away and click on a Pivot, then back again on the Chart, the menus will 'appear' but not get activated, thereby causing much annoyance and additional clicking.

    I want to "pin" the whole menu (not invididual commands) somehow, so that I can have the menu there for the length of the time I am working with graphics. Excel 2003 used to have the Drawing toolbar you could detach and hover while you were working, but this functionality disappeared in Excel 2007.

    My thought was Excel should just allow a 'pin', similar to the Recently Opened files menu, for the Ribbon Menus as well. If I have not selected any Drawing object, the commands can be greyed out, but I want the menu as a whole to 'stick'.

  7. Chandoo says:

    @Arti... I think MS solved this problem differently. When I select a pivot and go to "design" tab Excel 2010 remembers this and automatically takes me to "design" tab when I reselect the pivot.

    Apart from this you can also define your own ribbon with all the things you normally do. See the above article (I have added this after Jon's comments)

  8. Stephen says:

    Nice feature. About time for a upgrade for MS Office

  9. Arti says:

    Oh... okay. That might be a start. I'd probably just copy-paste the Drawing tab haha. Thanks. I'll definitely give Excel 2010 a try.

    Btw - have you considered getting into / gotten into the world of Excel as it meets SharePoint?

  10. Jon Peltier says:

    Actually, the replacement new thing is probably better than all the rest. One thing that the designers of the Office 2007 ignored was allowing regular users to customize their own interface. Office 2010's interface was expanded in this way to address the huge uproar.

  11. jeff weir says:

    Is there still a limit on how many things you can add to the QAT bar? (I'm too lazy to look myself.)

  12. Chandoo says:

    @Jeff.. it seems to take quite a few, but only shows one line and gives a little arrow button at the end. (summary: shucks!)

  13. Squiggler says:

    The best thing is you can edit the ribbon directly from excel, so now i can create my own bar with just the things I use regularly!

  14. John says:

    One of the annoying things in 07 for me is the Add-Ins menu bar - in 03 I could keystroke directly to menu add ins.. In 07 I needed an extra keystroke just to activate the add-in menu, then the keystrokes as normal.. Hope this marek sense..

  15. Jon Peltier says:

    John -
     
    If you remember the old Excel 2003 Alt-key shortcuts, you can still use them in 2007. To get to the Add-In dialog:
     
    Alt-T-I

  16. Gagan says:

    Dear Arti & Chandoo

    Seen your comments over some issues. Hope you are form India, gone through your comment expecting a pin to command it as a whole, great, hope if someone out of MS have read it, it may be kept in mind while the next R & D of Office Ver. 16

  17. Loranga says:

    Just incase someone forgot CTRL+F1 will collapse the ribbon.

  18. [...] was pleasantly surprised when I ran Microsoft Excel 2010 for first time. It felt smooth, fast, responsive and looked great on my [...]

  19. DK Samuel says:

    I like the sparklines, and the ability to modify the charts

  20. CHRIS LUNA says:

    How do you get rid of the advertisment on the right hand side? If you upgrade then will it take off the ads?

  21. Derek says:

    Once again Microsoft has re-decorated the Office and we are NOT pleased!

    The graphics object selector can be found in the Home ribbon under Find & Select, Select Objects near the bottom of the drop down. You can make it part of the Quick Access toolbar by right click over it and selecting Add to Quick Access toolbar.

    The graphics "cursor" will now appear on the mini-toolbar at the top left of the window.

  22. Vladimir says:

    How to get rid of "Add-Ins" button in Backstage (File)" menu by means of XML code, i.e. to hide, to delete or to disable this button?

    This button is usually situated in the Backstage menu between "Help" and "Options" buttons.

    • Pete Kies says:

      Vladimir, did you ever get an answer to your question?

      I am tying to customize the ribbon UI for a file using XML, and this is precisely the piece I can't figure out. I can hide other tabs, remove items from QAT and backstage - all except the options that are showing up under add-ins in backstage. If there is an XML syntax for referencing this thing and making it invisible, I cannot find it.

  23. Bishnu says:

    Hey, nice tutorial. Please check my video tutorial on similar topic at the below link and provide your comments:
    http://www.youtube.com/watch?v=TeIFc0jYjpA

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