Secret Agent KV’s Chops…what’s in HIS Personal Macro Workbook?

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Yesterday, I talked about how you don’t have to know how to code in order to highly leverage VBA. All you need to know is how to Google, Cut, and Paste. As discussed then, I ‘volunteered’ KV under pain of exposure to empty the contents of his secret satchel onto the virtual table, so that we can rummage through it. So without further ado, please put your hands together and give a warm Chandoo welcome to secret agent KV.

[Secret transmission starts…]

Hello, this is my first guest post on Chandoo.org (or any Excel website for that matter), and I will try to keep it simple, but useful for our readers.

I have been using spreadsheets since 1990, and Excel since 1995 – which sort of makes me a veteran in this sphere of business applications 🙂

One of my favorite topics in Excel is – “How can I make my day-to-day tasks in Excel easier and faster ?”. In fact, this is a topic that I think about in everything to do with computers.

There are many ways one can do this in Excel, but among the more effective and scalable ones, is storing commonly used macros in your Personal Macro Workbook.

This post is about some of the stuff that I have put in my Personal Macro Workbook over the years. You can read more about how to set up a Personal Macro Workbook, in this excellent tutorial on Ron de Bruin’s website. Like nuclear war, It’s a one-time exercise. And you can easily port it to any other computers that you use – or even share it with your friends and allied spooks.

This is the first bunch of macros which I use most frequently. Hopefully I will get a chance to post some more if this post is found to be good enough 🙂

So here goes.


1: Find the value of ActiveCell within selection, or in the whole sheet

This is a very useful macro which helps to search for the value in the ActiveCell within the selected range or the whole worksheet (if only ActiveCell is selected).


Sub SearchOnActiveCellContents()
' Keyboard Shortcut: Ctrl+Shift+G
    On Error GoTo NotFound

    If Selection.Cells.Count > 1 Then
        Selection.Cells.Find _
                (What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
                 LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
                 MatchCase:=False, SearchFormat:=False).Activate
    Else
        Cells.Find _
                (What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
                 LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
                 MatchCase:=False, SearchFormat:=False).Activate
    End If

    Exit Sub
NotFound:
    MsgBox "No cells found with this cell's contents"
End Sub


As you will notice, the macro checks whether the selection is 1 cell or multiple cells, and accordingly executes the Cells.Find command.

2: Filter on value NOT equal to ActiveCell value

This is another handy macro, which filters the current column based on the value of the active cell, except that the filter is applied as “show records NOT equal to the value of the active cell”
The macro itself is a fairly simple one-line command :


Sub AutoFilterSelectionNOT()
' Keyboard Shortcut: Ctrl+Shift+K
    Dim lField As Long
    lField = ActiveCell.Column - ActiveCell.CurrentRegion.Column + 1
    If TypeName(Selection) <> "Range" Then Exit Sub
    Selection.AutoFilter Field:=lField, Criteria1:="<>" & ActiveCell.Value
End Sub

3. Show or Hide zeros in active sheet

This macro toggles the display of zero-value cells on the active sheet.


Sub Hide_Zeros()
' Keyboard Shortcut: Ctrl+Shift+Z
    If TypeName(Selection) <> "Range" Then Exit Sub
    ActiveWindow.DisplayZeros = Not ActiveWindow.DisplayZeros
End Sub

4: Show or Hide page-breaks in active sheet

This macro toggles the display of page-breaks on the active sheet.

Sub ShowHidePageBreaks()
' Keyboard Shortcut: Ctrl+Shift+J

If TypeName(Selection) <> "Range" Then Exit Sub

ActiveSheet.DisplayPageBreaks = Not
ActiveSheet.DisplayPageBreaks
End Sub


As the name suggests , this macro will show or hide the display of page breaks on the active sheet.

5: Display the 'GoTo special' xldialog

Quite often I find myself needing to use the GoTo Special command.
Of course, you can do it the way it was designed in Excel – press F5 to display the GoTo dialog box, and click on the Special… button. This takes one keystroke and a mouse-click; or 3 keystrokes (if you don’t use the mouse) 🙂

Or you can display the Goto > Special… dialog box (using a macro) with just 1 click of the mouse or 2 keystrokes (if you pin it on the QAT) !



Sub xlSelectSpecial()

On Error GoTo NotFound
    If Selection.Cells.Count = 1 Then
        MsgBox "Select more than 1 cell...", vbExclamation, "Select more cells..."
        Exit Sub
    End If
    Application.Dialogs(xlDialogSelectSpecial).Show
Exit Sub
NotFound:
    myMsgText = "No such cells found"
    myTitle = "Not found"
    myConfig = vbOKOnly + vbExclamation
    myMessage = MsgBox(myMsgText, myConfig, myTitle)
End Sub

As you will notice, the macro has an error-checking line in case the type of ‘special cell’ you selected is not found. E.g. if you’re looking for blank cells in the selection, and all the cells in it are non-blank, the macro will display a message accordingly.

The macro also checks whether more than one cell is selected before executing the dialog. The reason for this is that if a single cell is selected, many of the options in the GoTo Special dialog box will execute on the entire ‘UsedRange’ of the spreadsheet, instead of the selected range.
If you wish, you can comment out the If … End If construct and test the macro to see what I mean.

6: Zoom-in / Zoom-out

These macros zoom in or zoom out on the worksheet, in increments of 5%.


Sub MyZoomIn()
' Keyboard Shortcut: Ctrl+E

    Dim ZP As Integer
    ZP = ActiveWindow.Zoom

    If ZP >= 400 Then
        ZP = 400
    Else
        ZP = ZP + 5
    End If

    ActiveWindow.Zoom = ZP
End Sub

Sub MyZoomOut()
' Keyboard Shortcut: Ctrl+Shift+E

    Dim ZP As Integer
    ZP = ActiveWindow.Zoom

    If ZP <= 10 Then
        ZP = 10
    Else
        ZP = ZP - 5
    End If

    ActiveWindow.Zoom = ZP
End Sub


As you will notice, will increase or decrease the zoom percentage by 5 points each time the macro is executed. The If… Then… Else… constructs are there to prevent an error if the current zoom percentage is already at the maximum or minimum level, when the macro is executed.

That’s all for this post from my side. I hope you will find it useful.

I welcome comments, suggestions for improvement & criticisms from readers on this topic, and the macros I have shared in this post.

[Secret transmission ended.]

Hey, thanks KV for sharing those shortcut-charged shortcuts. I look forward to torturing some more of that ill-gotten wisdom out of you. (While I don’t condone torture, I hate inefficient use of Excel even more. So while it’s going to hurt you more than me, it’s for the greater good.)

About the Author

KV is an undercover secret agent who spends his time rescuing the world from the crushing weight of evil, bloated spreadsheets.
kv_Casual

His mild-mannered alter ego - Khushnood Viccaji - is a freelance professional and an expert in Management Information Systems and Business Applications with a focus on Data Management, Analytics, Transformation, Auditing, and Reporting.
kv_Smart

Both these chaps have a flair for understanding and applying technology in business processes and an ability to present business information in many different ways. And one of them wears lycra.

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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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