This is a guest post by Drew Kesler.
You’ve been there before. It’s almost 5:00, and you are going crazy trying to finish the presentation due for a monthly performance meeting the next morning. The model is refreshed, and now it just takes a LOT of copying, pasting, and positioning to get the PowerPoint ready. Finally, the slides are finished…, until you read a new message from your boss requesting a minor change. But of course her change means you have to start all over with the copy and pastes…
There is always a better way! In the Oil and Gas industry, I constantly have monthly reports to assess the performance of our operating assets. Excel VBA makes it a cinch to automate the entire process. So when a simple change is requested, the presentation is automatically generated with the click of a button. No more wasting time!
So, here it is – How to Save TONS of Time by Using an Excel VBA Macro to Build Your Presentation:
1. Build your charts in Excel
2. Create a new worksheet and paste in all the charts you need for the presentation.
3. Open VBA. To do this, you can either press ALT + F11, or you can take the following steps:
a. To show the developer tab, click on the Microsoft Office Button and click Excel Options.
b. Click Popular and then select the Show Developer tab in the Ribbon.
c. Click on the Developer tab in the ribbon and click Visual Basic.
4. In your VBA Editor window, click File => Insert => Module.
5. Paste the following code into the module (I included comments so you can customize it to your liking).
6. Click Tools => References.
Add the Microsoft PowerPoint Library.
7. Now all you need to do is go to Excel and run the CreatePowerPoint macro! To make this easy, draw a rectangle shape in your Excel worksheet which contains all the charts you want to export to PowerPoint.
8. Right click the rectangle and click Assign Macro.
9. Click on the CreatePowerPoint macro and press Okay.
10. That’s it! Just click your rectangle button then sit back and watch it run! You’ll have your presentation in no time!
Download the Example Workbook & Play with this Macro
Click here to download the example workbook and play with the macro.
Note: If you have an error with Power Point application activation, use this code instead.
AppActivate ("Microsoft PowerPoint") <-- if this doesn't work
AppActivate "PowerPoint" <-- use this
Thanks Drew
Thank you so much Drew for writing this insightful article and showing us how to automate PPT Creation thru Excel VBA. I have really enjoyed playing this idea. And I am sure our readers will also like it.
If you like this technique, say thanks to Drew.
How do you Automate PPT Creation?
During my day job, I used to make a lot of presentations. But each one was different. So I used to spend hours crafting them.
And nowadays, I hardly make a presentation. But I know many of you make PPTs day in day out. And this technique presented by Drew is a very powerful way to save time.
Do you use macros to automate creation of presentations? What are your favorite tricks & ideas? Please share using comments.
Learn More VBA – Sign-up for our VBA Class Waiting List
Chandoo.org runs a VBA Class that teaches you from scratch, how to build macros to save time & automate your work. We opened our first batch in May this year and had an excellent response. More than 650 students signed up and are now learning VBA each day.
If you want to learn VBA & advanced Excel, this is a very good class to join.
Click here for full information on VBA classes.
About the Author:
Drew Kesler specializes in process automation and data visualization. He currently performs analytics and modeling for the Oil and Gas industry. His most recent projects include using GIS mapping technology to visualize data and enhance interaction across organizations.
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?