This is a guest post by Vijay, our in-house VBA Expert.
Hello Everyone,
This post shows how to make project risk maps using VBA. If you have modern versions of Excel (365, 2019 or 2016 with TEXTJOIN() function), see the Excel Risk Map Template page.
We all have some projects to manage every now and then and there are needs of various trackers that help us in gauging the progress of the same. One of the most important things are heat maps that quickly help us in visually displaying the names of the projects that need special attention and resolve issues that are impacting them.
So go ahead and grab a cup of coffee and read this article that would help you in creating a Risk Heat Map in excel (will use some double shot espresso in the form of VBA code) to help us to the target.
Before we begin – Data for Project Risk Maps
First of all we will understand what we are trying to create here by looking at the image below.
You would have seen a picture like this while managing project risks.
So today we will be learn how to create this in Excel to become more awesome in managing projects.
What is important here is how your data for the projects/entities being tracked laid out. We will use the Excel data tables [structured references] to help us here.
There is a Setup sheet in the excel file where we can add the names of the projects that we will use on the data table, as well as the Probability and Impact have been defined as data tables. This helps us in using their contents as drop down options in the data table.
Adding Named Ranges
We need to use the Name Manager to create named ranges to be able to use the data table columns as drop down items, this is show below.
- 1.Type this in a blank cell and then copy “=tblProject[Project]”.
- 2.Bring up the Name Manager by pressing CTRL + F3, or by going to the Formula’s Tab and clicking on Name Manager.
- 3.Click on New
- 4.Type the name lstProject in the Name box
- 5.Paste “=tblProject[Project]” in the Refers To box and the click on OK.
Repeat this process for “=tblProbability[Probability]” and “tblImpact[Impact]”
Now you can go the actual risk data table and select the Project columns first blank cell and put in Data Validation List here, choose List and put the Source as lstProject. Repeat this for Probability and Impact cells. You will only need to this one time for the first row, new rows when added to the table will automatically contain these settings.
After we have created the above data table, we need to add 3 columns to the right side where we will setup the calculation that will be used to update the risk map.
a) First Column is named as “ProbabilityScore” Since probability has been marked as “A, B, C or D”, we would need to convert this into a number. This is done by using the below formula.
=IFERROR(CHOOSE(MATCH([@Probability],lstProbability,0),4,3,2,1),””)
b) Second Column is named as “SearchString”
=IF([@Status]=”Open”,CONCATENATE(“x”,[@ProbabilityScore]^4+[@Impact]),””)
c) Third column is named as “DisplayName”
=CONCATENATE([@ID],” “,LEFT([@Project],20),IF(LEN([@Project])>20,”…”,””))
Understanding the SearchString Table
When creating the SearchString we are raising the probability score to the power of 4, this is what I have chosen you may select any number that you need. Below is the resulting matrix of numbers that we obtain by doing this.
The last columns in only used for trimming the name of the project to 20 characters of there is a big name, else the actual name of the project is used to display in the Risk Map.
Understanding the Code
So now we are ready to look into the VBA code that helps us in creating the Risk Map.
Public Function showRiskMap(inputRange As Range, searchString As String, dataRange As Range, separator As String)
Dim cntr As Long
Dim tempArray() As Variant
Dim tempDataArray() As Variant
Dim tempString As String
tempArray = inputRange.Value
tempDataArray = dataRange.Value
For cntr = LBound(tempArray) To UBound(tempArray)
If tempArray(cntr, 1) = searchString Then
tempString = tempString & tempDataArray(cntr, 1) & separator
End If
Next
showRiskMap = tempString
End Function
We are sending 4 parameters to this function which are
- inputRange – this is the SearchString columns data
- SearchString – this is a manual enrty such as “x257”
- dataRange – this is the Display Name column from where we will pick the name of the project to display
- separator – this is CHAR(10) which is a line break in case we have multiple projects falling in the same category
We are making use of Array’s here to pass the data from the Table column into the array and then a simple For loop to parse them and show us the results.
I hope you will enjoy this article and this assist in managing your projects in a much efficient way.
Download Excel Risk Map File
Click here to download the file & use it to understand this technique.
Click here for Risk Map Template for new versions of Excel.
Do you use Excel for creating Risk Maps?
Do you also user Excel for creating Risk Maps? If yes please put in the comment below how do you use the same and what has been your experience. Leave a comment.
More on VBA & Macros
If you are new to VBA, Excel macros, go thru these links to learn more.
Join our VBA Classes
If you want to learn how to develop applications like these and more, please consider joining our VBA Classes. It is a step-by-step program designed to teach you all concepts of VBA so that you can automate & simplify your work.
Click here to learn more about VBA Classes & join us.
About Vijay
Vijay (many of you know him from VBA Classes), joined chandoo.org full-time this February. He will be writing more often on using VBA, data analysis on our blog. Also, Vijay will be helping us with consulting & training programs. You can email Vijay at sharma.vijay1 @ gmail.com. If you like this post, say thanks to Vijay.
35 Responses to “75 Excel Speeding up Tips Shared by YOU! [Speedy Spreadsheet Week]”
I see most are saying that array formulas are bad. But I thought that when you use array formulas it grabs all the data at once and performs the calculations in one fell swoop. At least that is how the UDFs that I created work. When I did the time test it was much faster that way. Maybe I'll go back and check to make sure my work is right, but that's what I did.
When I work with array formulas I get a full column of data then work on that column and return a full column of data all at once. Which has shown to be much faster than the alternative.
Anyone have special insights on this?
wow..! thats a pretty impressive list, some real gems in there. I read somewhere the other day that spreadsheet development should be 80% planning and 20% implementation - taking the time to think about layout, how you're going to calculate things and how to structure the data often results in a lot less headaches, and more time for deeper analysis...
Hi Chandoo...
Mixed feeling about this article, while I completely agree with you when you share everyone's points under their name giving credit to contributors, but at the same time I see alot of repeated tips and few those may not be applicable under all cases. (I may have sounded harsh). Some kind of sorting of tips were required than mere 3 categorization. (Tough ask, I know). Some really worthy and awesome tips get lost in occean.
I would have been happy to read only non repititive tips and more like standard chandoo articles.
Well, I have also got two tips (may get lost in the list above), which is not presented above:
1. When using too many pivots - Disable data drilling option. This reduces file size, cache memory and speeds up file.
2. If your macro has used too many files for gathering input, close the file and open. This is also release or kill unwanted space in memory and speeds up. Again this can be achieved by macro to close self file and reopen same file, using timer function.
Please do not count me negative.
Regards,
Prasad DN
Hey, one thing that really speeds up VBA processing of data is to extract ranges into arrays & then working on those arrays. Arrays are a lot faster than using cell offset or any other method for working with a database. After you are done you can also paste the value directly into the range with one single command. This will speed up the macros considerably.
Here is a msdn article with examples in it:
msdn.microsoft.com/en-us/library/aa139976(v=office.10).aspx
Hope this helps
oops, noticed a typo in the tip I posted:
Re directly assigning values in VBA rather than copying & pasting should have read:
Sheet2.Range( "B1:B200 ").Value= Sheet1.Range( "A1:A200 ").Value
not
Sheet2.Range( "B1:B200 ").Value= Sheet1.Range( "A1:A100 ").Value
Corrected with double quotes:
Sheet2.Range("B1:B200").Value= Sheet1.Range("A1:A200").Value
[...] posts on speeding up Excel worksheets, one of the posts focuses on formulas and another he let the general readers make their suggestions. I made the suggestion that people use array formulas. But most of the other suggestions said not [...]
OK, I tested it. My UDFs were faster as array functions (like a couple thousand times). But Excel's built in functions are faster when not doing arrays. Not sure this is the case for all situations.
I can't help but to speak up.
Deleting a PivotTable will not speed up your workbook. It will only reduce the file size. There is zero memory processing for a pivot table if it just sits there.
Instead of destroying the pivot table, why not remove the redundant raw data. That would equally reduce the file size of the workbook, while keeping the pivot table functionality.
http://datapigtechnologies.com/blog/index.php/cut-the-size-of-your-pivot-table-workbooks-in-half/
Thanks a lot guys for your valuable tips !!
It really worked for me
Application.ScreenUpdating = False
Application.Calculation = xlCalculationManual
...
...
...
Application.ScreenUpdating = True
Application.Calculation = xlCalculationAutomatic
I would add:
Application.StatusBar = "Wait a second..."
............
Application.StatusBar = False
Optimizing Speed using Pivot Tables:
If you find that Pivot Tables are becoming sluggish becomes of the sheer volume of tables there is a way to increase performance. By default (xls 2010) pivot tables are designed to autofit the data within the columns as well as preserving formatting. I discovered that unchecking these two options alone will exponentially increase performance.
Here's how to do it:
Right click on your pivot table(s) --->choose 'Pivot Table Options' -->Layout & Format' Tab --->uncheck two boxes at the bottom. Done!
here is my list:
1. Avoid Variants when possible
2. Use long instead of integer
3. Use double instead of single
4. Use booleans as much as possible
5. pull data into arrays, manipulate, then dump back to workbook
6. use .value2 instead of .value if you are looking at strings or numeric values
7. set object variables
dim Wks as Excel.Worksheet
set wks = thisworkbook.Sheets("Sheet1")
8. use with statements...
with wks.cells(x,y)
.value2 = "abcd"
.interior.colorindex=4
with .font
.bold=true
.size =20
.underline=xlunderlinestylesingle
end with
9. use string version of functions (Left$() instead of Left())
10. Test for empty string variables with len() or lenb()...if lenb(String1)=0 then
11. Use the Mid$() function if it is possible instead of split()
12. use the join$() function instead of concatenating strings
13. AscW() to evaluate first characters
14. combine if statements and booleans together
boolean = (lenb(String1) = 0)
16. InStr(), InStrB(), InStrRev() are very fast, InStr() can be used to quickly return a substring occurrence of a string
17. DICTIONARIES!!!!!!!!!!!
18. FileSystemObject
19. My machine runs slightly faster when i fill in all the inputs of a function (instead of InStrB(String1, "abcd"), i use (InStrB(1,String1,"abcd",vbBinaryCompare)
20. Short Circuit If statements: If x = 2 then if y >3 then if z = 5 then b=true or
if x=2 then
if y >3 then
if z=5 then
b=true
c=true
end if
end if
end if
21. use ElseIf
22. my testing indicates ElseIf is slightly faster than a Case Select
23. set strings to empty by: = vbnullstring
24. with application
.screenupdating = false
.displayalerts = false
.enableevents = false
end with
25. UserForms can be very beneficial
26. User-Defined Types are a very neat way to encapsulate data
27. User-Defined Functions are handy, but can increase run-time if called thousands of times
28. if using ElseIfs, nested And Ifs or Select Case statements, put the argument that will occur most frequently at the beginning
29. Looping is not the worst thing...just got to figure out how to do it the most efficiently
30. Use dynamic arrays instead of static arrays
31. if you can figure out Win32 APIs, then they are usually much faster than VBA functions
I worked on a massive spreadsheet and it had become very slow over time as I developed it. I tried stripping down more and more formulas by replacing with pasted values, removed all conditional formatting etc. In the end what finally did the trick was when I removed the last single SUMPRODUCT fomula. It changed the updating time after one change from 7-8 seconds to instantaneously. The SUMPRODUCT I had used the full columns, and if I put it to only look at rows 1-500 it was fine.
[...] Speeding up Excel – 75 tips [Visitors: 36,157 ] Using Excel as your database [ 32,455 ] Comprehensive guide to VLOOKUP [ 23,745 ] 66 Dashboards visualizing Excel salary survey data [ 26,148 ] Interactive Sales chart in Excel [ 21,444 ] Compare 2 Excel sheets – howto? [ 21,820 ] Send mails using Excel VBA & Outlook [ 22,294 ] Customer Service Dashboard in Excel [ 18,136 ] Making your dashboards interactive [ 15,294 ] Extract numbers from text in Excel [ 18,490 ] [...]
TIPS FOR SPEEDING UP EXCEL
(1) Instead of writing a lot of formulas to organise data, you can VLOOKUP() the data in a Pivot table, thereby combining the advantages of Pivot table and VOOKUP().
(2) If you have a range named ‘TotalTaxForTheCurrentFinancialYear’, then it is not compulsory to use this name when making the worksheet. Naming the range as ‘Tax’ or simply ‘T’ will be sufficient. The formula =SUM(T) will be shorter and easier to use.
After completing typing all the formulas, simply edit the name of the range from ‘T’ to ‘TotalTaxForTheCurrentFinancialYear’, in the name box. The formula =SUM(T) will automatically change to =SUM(TotalTaxForTheCurrentFinancialYear).
Vijaykumar Shetye, India
VBA
I don't write many macros and like most of you when doing a recalculation it sometimes takes forever.
I have found that when I looked at my spreadsheet, I could determine which order of calcuations (by column) would produce the least number of iterations. So I wrote a macro to do my calculations on my terms. I picked the order of the columns I wanted to calcuate and it sped up my recalc 5-10X.
I did this so long ago, I believe I used "expression .Calculate".
TIPS TO SPEED UP EXCEL by Vijaykumar Shetye, India
You can view all the formulas in the entire worksheet quickly by pressing [ctrl] and [~] keys simultaneously.
To view results, press the key combination again.
i need help about excle lerning and reports making with dash bord i have no facility to join the on classes.
sajjad.hussain165@gmail.com
Is there any command to get time with seconds
Is there any way to create an excel file for specific time period, afterwards it will not open
[...] are looking for , but give it a try : Optimize Slow VBA Code. Speed Up Efficient VBA Code/Macros 75 Excel Speeding up Tips - How to speed-up & optimize slow Excel workbooks? | Chandoo.org - Lea... [...]
I've had to do a lot of mass calculations for reports etc. that involved repetitive identical, yet complex formulae, which took forever...
I hit on a great time-saver: sort the spreadsheet data; if, for example, the same result was due to a lookup of Hotel Name (A column), Date (B column), and Room Type (F column), the formula (Z column) would be: "=IF(A2&B2&F2=A1&B1&F1,Z1,VLOOKUP(A2&B2&F2,LookUps!A:G,7,FALSE))".
This meant that if the result is the same as the row above, just use the same answer, thus saving loads of time instead of VLOOKUPs. (This is a simplified example, the actual one had INDIRECT(ADDRESS...) in it, too!)
Check files for invalid range names, invalid links and names that aren't needed any longer.
Clearing out some 200 old references in a template made the file open go from 30 seconds to 2.
You can improve the speed by stopping calculation during changing cell value and after that you can enable it. please follow the link.
http://webtech-training.blogspot.in/2013/10/how-to-stop-heavy-formula-calculation.html
[…] 75 Excel Speeding Tips Its a long List, many repeated but worth a visit. […]
[…] 75 Speed-up tips by Chandoo (smartly done by crowd sourcing) […]
[…] Are you opening slow excel files? Use this reference to speed up your excel sheets […]
If you want to highlight the content or result within a cell with colour, use content colour not cell fill colour. This make a large data sheet fast as full colour takes up more resource.
There are already so many useful replies, so don't be mad at me if I repeat someone with the following hints.
While using pivot tables:
1. Link (raw) data from external files, rather then building pivots in the same workbook of the data. => Reduces file size.
2. don't flag "keep source data" in pivot settings. => reduces cache.
Downside is when you want to use slicers, you must allow refresh of the source data and thus people need access to that file.
One extra when using tables above ranges: replace the table header references by cell references in heavy duty formulas. I'm not sure but it seems to be faster and lighter (in #MBs).
hi
iam student and need xloptimizer( no demo) for solving the mathematical model
can you help me
thanks alot
@Reza
We cannot give away XLoptimizer
Why not post a question in the Chandoo.org Forums
http://forum.chandoo.org/
Dear Sir,
Thanks a lot for sharing tips & tricks of excel....
I read it , understand it and then use it in job and that has helped me a lot....
Thanks a lot...
Himanshu.
Mumbai, India.
In VBA, send out values to the worksheet all together as an array then excel will only re-calculate once rather than each time a cell that is output.
to the guy who said avoid looping in VBA - easier said than done, it's one of the most powerful uses for VBA out there. I'd therefore recomend the half way house and break the loop as soon as you've got what you want, don't let it run until the end. Use While etc.
What I would say on VBA in general is minimise sheet to code interations. Suck all your data into a VBA array THEN do the maths don't use cells themselves as stand alone visual variables.
And to the lady who said it's faster offline - that's because Microsoft are constantly contacting their own website be it security verification and/or update checks
Apply some logic to the order of criteria in sumifs / countifs formula
order the most exclusive criteria first. Once one criteria fails the others do not execute.
Bing AI, given the following query, confirms this: "excel countifs. if one criteria is likely to exclude most of the data range then should this criteria go first in the list to prevent frivilous executions".