We analysts like to compare. If you ever want to keep an analyst busy, just give her 2-3 options. She won’t return to your desk until the cows come home. My wife uses this trick all the time. Picture this:
[In late 2013]
Me: I want to buy a new phone
She: Do you want Nexus 5 or Galaxy S5 or iPhone 5s?
Its late 2014 and I am not done comparing.
So today, let’s talk about an interesting comparison scenario.
Comparing by letter or word
Imagine you are looking at 2 lists like this and you want to know where items differ. Not which items, but where.
That means, you want to know which letters or words in each line are different.
VBA to the rescue
Unfortunately, none of the standard features of Excel (formulas, conditional formatting, pivot tables etc.) can help us with this situation. But we don’t have to give up. We can use a simple VBA macro to instantly compare 2 lists and highlight mismatched letters or words.
[Related: How to compare 2 lists in Excel, a quick round up of techniques]
A quick demo of our comparison macro:
How does this macro work?
When you set out to create macros like this, the first step is to define basic algorithm (logical steps in plain English). To compare 2 sets of data, we need to do below:
- For each item in list 1
- Get corresponding item in list 2
- If they don’t match
- For word match
- For each word in first text
- Get corresponding word in second text
- Compare
- If not matched, highlight in red color
- Repeat for other words
- For letter match
- Find the first mismatched letter
- Highlight all the letters from that point in second text
- Repeat for next item in list 1
- Done
Once you write down this logic, we simply go ahead and implement it in VBA code.
The exact workings of the macro are somewhat complex. So I made a video explaining how the code works & what it can do. Please watch it below.
Video explaining the comparison macro
[see this video on our YouTube Channel]
Download Example Workbook
Click here to download the comparison macro workbook. Examine the code to understand how it is constructed. Feel free to extend it to suit your work needs.
Do you compare lists like this?
Every now and then, I end up having a situation where I need to compare by letter or word. I find VBA macro based solution to be perfect for this.
What about you? Do you compare lists? Where do you struggle with such comparisons? How would you use this macro? Please share your thoughts & tips in comments.
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While VBA is pretty powerful & awesome, not many venture beyond the basic recorded macros. You can transform the work, career & skills by learning VBA. It is not at all difficult and anyone can learn it. Start with below links.
- Introduction to VBA & 5 part crash course
- What is a macro and how to get started with VBA
- 40+ Example VBA macros
- Course: Online VBA Classes from Chandoo
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?