Show pop-up calendar upon right click [Excel VBA]

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This is a guest post by Vijay, our in-house VBA Expert.

There are times when we are entering dates into several columns and would like to select a date from a popup calendar instead of manually typing.

Today, lets understand how we can set up a pop-up calendar in Excel so that your users can easily input dates by right clicking on a cell and inserting a date.

Keep in mind:

1. This code is only supported on the 32-Bit versions of Excel.
2. You need to have admin rights to be able to install the ActiveX Control

First, take a look at pop-up calendar

Here is a short demo of how our pop-up calendar behaves.

right_click_context_menu_example

What we need to do this

1. Design user form that contains our calendar.
2. Create a Data Table
3. Put some VBA code to get this done

Design user form that contains our calendar.

First let’s design the user form, so start up Excel and bring up the Visual Basic editor and add an user form in the project.

We would need the Microsoft Date and Time Picker control for this project, so please ensure that you have the required file available on your system. If it is not available you may download the MSCOMCT2.OCX from this link.

http://activex.microsoft.com/controls/vb6/mscomct2.cab

Installing this file is pretty simple, you need to extract the contents form the CAB file and then copy this into your System32 folder and then register using the REGSVR32 utility.

If you are using Windows 7 or above you would need to copy this file into the SysWOW64 folder and then register.

For Windows 7 and above, please make sure you are running the Command Prompt (Admin) to be able to successfully register the ActiveX control.

Windows 7: Click on Start, All Programs, Accessories, Command Prompt (right click and choose Run as Administrator
Windows 8: Windows Key + X, then choose Command Prompt (Admin)

command_prompt_example

Okay, let’s get back to designing the user form.
Insert a new Userfrom on the VBA project and then click on Addition Controls on the Tools menu.
additional_controls
Once the Additional controls dialog box is on the screen, locate the above highlighted entry and then select the same by clicking the box on the left. Now click Ok to close this dialog box.
Now place one Monthview control on the userform and one Command button.
Below are the properties that we need to change for the Commandbutton
• Caption = “Close”
• Cancel = True
• Name = cmdClose
Place this command button anywhere you like on the userfrom, we will place the Monthview on top of this to avoid show this to the user.
Since we have specified the Cancel = True for the commandbutton, the click event can be triggered by pressing the Escape key to handle the code that we will write for the Close button.

Now place the Monthview control as show in the picture below
userform

We are done designing the Userform, now we need to write the code to handle the events.
Below is the code
Close Button

Private Sub cmdClose_Click()
Unload Me
End Sub

Userfrom

Private Sub UserForm_Initialize()
'matching the date in the calendar with the date of the active cell
'if there is a date,
If IsDate(ActiveCell.Value) Then
Me.MonthView1.Value = ActiveCell.Value
Else
Me.MonthView1.Value = Now
End If
End Sub

Private Sub MonthView1_DateClick(ByVal DateClicked As Date)
On Error Resume Next
Dim cell As Object
For Each cell In Selection.Cells
cell.Value = DateClicked
Next cell
Unload Me
End Sub

What the above code does?

1. The close button code will simply unload the userform and take it off the screen.
2. The userform initialize event code will check if the current cell on which we are right clicking the mouse contains any date, if there is a date then it will set the date on the calendar as the one on the cell, otherwise it will show today’s date.
3. The dateclick event of the Monthview control occurs when we click on any date, this code is responsible for populating the cell with the date we have selected. If there are multiple cells selected the code will populate all of them with the date selected.

Adding the context menu option

Now comes the interesting part of adding the context menu option, one thing I would like to specify here as the name suggests “Context menu” these options change depending on what and where we are right clicking the mouse. You will see a different context menu when you right click on a cell, table, shape etc. as shown in the example below
sample_right_click_context_menu

Since every object has a different type of context menu associated we need to make site we are adding our option to the right place.
I would recommend reading this article to know more about the types of commandbars available and how to use them. http://msdn.microsoft.com/en-us/library/office/aa141001(v=office.10).aspx

Also this link provides a list of available names http://www.mrexcel.com/forum/excel-questions/525939-visual-basic-applications-list-available-commandbars-excel-2010-a.html

We wanted to add the right click context option to a data table which is called as “List Range Popup”.

Create a Data Table

Type the heading in Cells
B2 = ID
C2 = Start Date
D2 = End Date
E2 = Name

Now click on cell B2, and press CTRL + T shortcut from the keyboard. Make sure to select the option My Table has headers and then click Ok.

We would need the add the below code to the Open event of our workbook so that this option is available to us every time we need to work here.


Private Sub Workbook_Open()
On Error Resume Next
Dim NewControl As CommandBarControl
Application.OnKey "+^{C}", "Module1.OpenCalendar"
Application.CommandBars("List Range Popup").Controls("Insert Date").Delete
Set NewControl = Application.CommandBars("List Range Popup").Controls.Add(Before:=1)
With NewControl
.Caption = "Insert Date"
.OnAction = "Module1.OpenCalendar"
.BeginGroup = True
End With
End Sub

We have also assigned a shortcut key of CTRL + SHIFT + C to this, for those who love to work more using the keyboard.

The above code will add the “Insert Date” context menu option to our data table(s) in the active workbook whenever we open this file.

Next is cleanup
We need to make sure that the context menu we have added is also removed when the file is close, the below code will do that for us.

Private Sub Workbook_BeforeClose(Cancel As Boolean)
On Error Resume Next
Application.OnKey "+^{C}"
Application.CommandBars("List Range Popup").Controls("Insert Date").Delete
End Sub

Note: I have seen the project code left over in the VBA project explorer even after we have close this file, and did some research on the same. The common reason for this is having some COM addins installed. Please share if you also run into this issue and if you were able to find any other reasons or ways to eliminate this issue.

Download Demo File


Click here to download the demo file
& use it to understand this technique.

What about you? Do you use them often? Please share your experiences, techniques & ideas using comments.

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.

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21 Responses to “Distinct count in Excel pivot tables”

  1. Al says:

    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?

    • Chandoo says:

      @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.

      • Dan says:

        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...

        • Chandoo says:

          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)

  2. NC says:

    I had absolutely no idea this was possible. Very useful, nice work!

  3. Pete says:

    Doesn't work for 2010 version though (or at least not my works version)

    • NARAYAN says:

      Hi ,

      The post has the following in it :

      These instructions work only in Excel 2016, Office 365 and Excel 2013.

  4. Sarah says:

    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 ?

  5. Edgar says:

    Quick note, the “Add this data to data model” option is not available for the Mac version.

  6. Steve Curtis says:

    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?

  7. Kelly Nanfito says:

    Is there a way to still add a calculated field when using distinct count?

  8. Luna says:

    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?

  9. Chris says:

    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.

  10. Ankit Moral says:

    A big Thank you. It worked.

  11. Mohapi says:

    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

  12. sorina says:

    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

  13. ira says:

    Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?

  14. Asia says:

    Great Answer! Saved me lots of time!
    Thank you!!!

  15. Suresh says:

    Worked awesome! Thanks!!

  16. Mayank says:

    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?

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