This article is written by Myles Arnott from Excel Audit
In the first part on our Modeling Best Practices series, we learned 5 best practices to follow. This article shows how to automatically implement the best practices using macros.
Quick Re-cap on Modeling Best Practices
Make cell content and cell purpose visually identifiable at all times
In the first article I highlighted the fact that the content and purpose of every cell should be easily identifiable to the user at all times.
At a basic level we can identify two basic cell types:
| Type | Background | Font | Protection |
| Assumption or constant | White | Blue | No |
| Output | Grey | Black | Yes |
Best Practice formatting made easy
In order to make the application of Best Practice formatting quicker and easier I have created three simple macros. These macros use Excel’s Go To Special function and then some simple formatting to the active sheet.
Demo of the macros
Please watch this 5 minute demo to understand how the macros work.
[Click here to watch the video]
Overview of best practice macros
Auto_Format: automatically formats cells depending on their type:
- Number constants (i.e. input cells) are white background, blue font & unprotected
- Non number constants (e.g. formulae) are grey background, black text & protected
Constants_Format: formats selected cells as white background, blue text & unprotected
Formula_Format: formats selected cells as grey background, black text & protected
And a couple of extras:
Simple_Audit: A Simple Audit Macro that uses the go to special function to select and highlight specific cell types. This is the macro from the Managing Spreadsheet Risk article.
Clear_format: formats all cells as white background, black text & protected
A word of warning: These macros apply formatting to your spreadsheets. This formatting cannot be undone.
File to download
Since formatting steps vary for Excel 2003 & 2007, we have 2 versions of the files. Please download the appropriate file below:
These files have the macros embedded in them. You will need to move these macros into your personal workbook. Help on this.
Once in your personal workbook you can then add these to your QAT, or Ribbon.
Conclusion
Have a play with the macros on the example workbook and then, once you are happy with how to use them, you can start applying best practice formatting at the click of a button.
Let us know how you are implementing these best practices and your suggestions using comments.
Thanks to Myles
Many thanks to Myles for compiling all the tips & sharing this with us. If you have enjoyed this article, please say thanks to Myles. You can also reach him at Excel Audit or his linkedin profile.
21 Responses to “Distinct count in Excel pivot tables”
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?
@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.
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...
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)
I had absolutely no idea this was possible. Very useful, nice work!
Doesn't work for 2010 version though (or at least not my works version)
Hi ,
The post has the following in it :
These instructions work only in Excel 2016, Office 365 and Excel 2013.
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 ?
Quick note, the “Add this data to data model” option is not available for the Mac version.
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?
Is there a way to still add a calculated field when using distinct count?
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?
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.
Hi Crhis, I like how you have hulk (superhero) as your avatar. Do you know that there is a superhero in Excel too? It's Power Query. You can use it to solve your problem in a simple click. Here an intro if you need some guidance.
Powerful Introduction to Power Query
A big Thank you. It worked.
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
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
Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?
Great Answer! Saved me lots of time!
Thank you!!!
Worked awesome! Thanks!!
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?