As mentioned earlier, I have conducted a small interview with Charley Kyd – an Excel MVP, author of four books and 50+ articles for various national media, owner of exceluser.com and creator of popular products like plug-n-play excel dashboard kit. He sent me the answers almost a week back, but I could push the interview only today due to my travel and settling down stuff. As expected the interview is very entertaining and useful. I hope you like this.
Q: What are your 3 favorite formulas?
I don’t have favorite formulas, but here are three functions I use all the time:
- INDEX
- MATCH (with the third argument equal to zero)
- SUMPRODUCT
Q: If I am an excel newbie, what three books or resources you would recommend?
MrExcel.com forum for asking questions
Check out Microsoft discussion groups and microsoft.public.excel newsgroup for asking questions
Q: How can managers and analysts be more productive in using excel?
- Don’t upgrade to Excel 2007, or, if you do, keep a copy of Excel 2003 on your computer. (When you install 2007 on top of 2003, answer No when the install program asks if you want to upgrade to the new version.)
- Wherever possible, separate your data from your presentation, then use formulas to pull your data into your presentation. (My three “favorite” functions help you to do that.)
- Learn shortcut keys. In versions prior to Excel 2007, the Alt key commands are consistent. And 2007, allows you to use the earlier versions’ Alt-key combinations for many things.
Q: What resources (books, websites) would you recommend for this type of people?
I’ll be talking more about separating data and presentation at ExcelUser.com over the coming year. Subscribe to my newsletter to be alerted about developments.
Q: Do you think a small business owner run her shop using excel and few free tools ? What you suggest her?
Yes and no. I would not recommend that you use Excel for accounting. Quicken is really inexpensive and does a much better job. But Excel can help in many other ways, including analysis, forecasting, pricing, and so on.
Q: Where do you think most of us waste a lot of time while using excel ?
- Importing data from other systems / sources?
We perform the same reporting or analytical task over and over again, but with different data. When you notice yourself doing this, try to come up with ways that you can use formulas in one workbook to pull the data you need from a data workbook. That way, you can merely point your analysis or presentation to an updated data workbook without having to do everything over again from scratch.
- Formulas and errors ?
Many people don’t know how to switch to manual calculation. (Tools, Options, Calculation, Manual.) This allows us to work on a big spreadsheet without waiting for it to calculate all the time. Then, when we want to calculate, we merely press the F9 key.Many people create much larger workbooks and spreadsheets than they should, and then get lost in them. I try to keep my workbooks and spreadsheets small, unless I have a specific reason not to do so.
Many people create many links between workbooks. This is a problem because the links can break, or get broken, or generate circular calculation errors. I try to link only from data to presentation.
Assume we have a column of data in the range A5:A10. If we want to sum that data, people generally enter the formula =SUM(A5:A10). Instead, I format cells A4 and A11 with a full border and gray fill. Then I sum using the range A4:A11. This allows me to add or delete rows between the gray borders without having to worry about formulas that reference that data. As long as I don’t touch the two gray border rows, I know I’m safe. (I don’t use this approach if I’m going to print the page for others, because it looks ugly. But that’s not a problem most of the time.)
- Formatting ?
I try never to use Merge Cells for centering labels across several columns. (In fact, I doubt that I’ve used Merge Cells more than half a dozen times, *ever*.) Instead, I use Format, Cells, Alignment, Horizontal, Center Across Selection. This achieves the same results but without my having to deal with the problems that merged cells creates.
- VBA ? VBA is very powerful, and can be a lot of fun. But be careful, it can grow to be an addiction. Most VBA users have found themselves spending hours to write a program that saves them several minutes. That’s obviously not a good use of our time.I try very hard to comment my code heavily. And when I look at old code, I *always* wish that I had commented it even more heavily. When you’re in the middle of a project, the reason for each line of code is obvious. But six months later, the whole thing is a mystery. COMMENT YOUR CODE.
Q: What is the best way for a non-programmer to learn and use VBA in her day to day work?
- Stay with a version of Excel prior to 2007, for two reasons: There aren’t any good macro books about 2007, and the macro recorder doesn’t work for a lot of what you do in 2007.
- Get a beginners book and start to experiment.
- Use the macro recorder and look at the results.
- Ask questions in newsgroups and forums.
- Get to know the Object Browser. (In the VBE, choose View, Object Browser. Or merely press the F2 key.)
I am very thankful to Charley for agreeing for this interview and sharing his views on some of the day to day excel issues all of us face. Many thanks to commenters who suggested some of the questions. I hope you found this interview helpful. Let me know through comments or email what you think about this.
Also share your ideas on who else should be interviewed?
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?