Is Excel acting slow & taking ages? As part of our Speedy Spreadsheet Week, today lets talk about optimizing & speeding up Excel by formatting & charting better. Use these tips & ideas to super-charge your sluggish workbook.
No matter how much data you got, how many formulas you wrote, the end users seldom see them on your workbook. They see the finalized dashboard, they play with the model, they look at the report. And if you make poor choices, your end users will thing your workbook is slow.
7 Charting & Formatting Tips to Optimize & Speed up Excel
1. Use picture links / camera snapshots wisely
Picture links (known as camera snapshots in Excel 2003 or earlier) are a blessing in disguise. They can let you create stunning dashboards & reports, but they can also drastically slow-down your workbook. If you add one too many picture links or make they too dynamic, any time you change something on the dashboard, the picture links must be refreshed and that slows Excel down.
Remedy? Simple, use fewer picture links. Limit dynamic changes to minimum. Try using charts instead of picture links and measure the performance. If you have added any animation (thru VBA), get rid off it.
Note: In Excel 2010, the performance of picture links has been improved, but they still slow-down your workbook.
Resources to learn more about dynamic charts & picture links:
- Introduction to picture links – what are they and how to use them?
- Picture links in action – Cricket Worldcup Dashboard
- Excel Dynamic Charts – lots of examples, tutorials & downloads
2. Do not load too much data in to the charts
Any time you have a chart that depicts more than half-a-dozen series of data, stop and reject the idea. See if you can re-structure the chart so that it shows lesser information or becomes 2 charts. Some ground rules I follow,
- Never make charts with too many data points.
- Use form controls or user input to show a sub-set of data instead of everything.
- Do not customize the charts too much. Instead rely on other techniques like,
- Using drawing shapes & text-boxes.
- Using multiple charts
- Using a mix of charts & cell formatting
- Group the data and visualize at the group level (works for pivot tables)
Resources to learn about charting better:
- Which chart to use? a detailed guide
- Using form controls to make dynamic charts – examples
- Using text boxes in charts
- Panel charts – what are they and how to use them in Excel?
- Grouping data in pivot tables
3. Stay away from fancy formatting in the charts
Fancy chart formatting options like 3d, shadows, perspective, reflection or gradients are CPU intensive and eye-sore. Even if your chart is rendered in a split second, because of all the additional detail in it, user takes more time to read it and hence perceives your workbook as slow.
Solution? Just use simple formatting. Use these guidelines,
- Use fewer colors
- Use fewer fonts (maximum 2 for a chart for best results)
- Use 2d instead of 3d.
- Stay away from features like 3d, perspective, shadows, reflections in the chart formatting.
- If you must use these features, use them on a drawing shape and position it behind the chart.
Resource to learn about chart formatting:
- Chart formatting principles & best practices
- Using drawing shapes to enhance chart formatting
- 6 Excel charts you see in hell
- What colors to use in Excel charts?
4. Use conditional formatting, in-cell charts instead of charts
With Excel 2007 & 2010, you can create rich conditional formatting that communicates better. So use it instead of charts in some places. Some excellent uses of conditional formatting are,
- Use CF icons as alerts in dashboards
- Use in-cell charts – examples, tutorials & downloads
- Use CF to generate heat-maps – Example
5. Only format the cells you use
Often we format an entire column or row when we just use a bunch of cells. This used to be fine until Excel 2003 (where the maximum rows are 67k & max columns are 256). With Excel 2007 & 2010, the number of rows & columns in Excel worksheets has gone up significantly. So when you format an entire column you are asking for trouble. Follow below guidelines when formatting your worksheets to improve the performance.
- Use tables when you are dealing with structured data. This way all the formatting is done automatically and extends only up to the last row / last column.
- Never format an entire column or row. Just select the cells you use and format them.
- Use simple formats. This way, even if you have to apply them to additional rows, you can do so faster.
- Do not apply conditional formatting to very large ranges. This can significantly slowdown your workbook.
- Hide rows & columns you do not need. This way the temptation to mess with them is gone.
- Remove worksheets that are not required.
- Use minimal formatting for non-output worksheets. And hide them if possible.
- If you want to use very fancy formatting for a cell (multiple colors, multiple fonts etc.) use a text box instead. This way you can format it richer and the workbook remains lighter.
Related: 10 tips to create better & boss-proof Excel workbooks
6. Limit cell styles to a minimum
I have not tested this, but I heard that when you use a lot of cell styles, the workbook becomes slower. So rely on fewer cell styles and use only the built-in styles.
7. Use built-in features instead of 3rd party add-ins
I have nothing against add-ins and I personally use a few to do my work better. But when it comes to charting & formatting, you may want to use whatever is available if speed matters to you most. This is because built-in charts & features tend to be faster & bug-free. Plus they work on all computers.
If you must use 3rd party add-ins, use the ones made by a credible source & thoroughly test them. (Example: Jon’s charting add-ins, add-ins by other MVPs are usually better compared to a random macro code / add-in you found on internet).
More on Excel Optimization & Speeding up:
Read these articles too,
- Optimization & Speeding-up Tips for Excel Formulas
- Optimizing & Speeding-up VBA Macros
- Excel Optimization tips by Experts
- Excel Optimization tips submitted by our readers
What formatting & charting tips you suggest to speed up Excel?
Most of my work involves producing dashboards & worksheet models – where charts & formatting plays a big role. So I follow pretty much all these tips to make my workbooks responsive.
What about you? What tips you suggest to make Excel faster? How do you format your workbooks & charts so that they look good & act fast? Please share using comments.
35 Responses to “Skip weekends while autofilling dates in excel”
[...] Original post by Chandoo [...]
Hi,
Is there any way that I will choose which are my "working days"?
means, I want to leave also Friday as a free day and not only Saturday.
Or, maybe someday I will pick Tuesday as a day off.
I need to also peek Wednessday, Thursday and Friday as days off. Also, for Tuesday, I would need to leave it off once every two weeks. Is there a way to easy achieve this, so that I won't actually add to my workload?
Hi Mihai... you can use pattern fill feature to do this. Simply follow steps in below demo.
Hi,
I am using MS Office 2007 and for some reason, it does not show me these options. It just shows me 3 options:
Copy Cell (Not sure about the exact text)
Copy with Formatting
Copy without Formatting
Any idea how to get those options up?
Regards,
Deep
@Deep : I am not so well versed with 2007, but here is how you can do this using menus:
enter first date of the series
select the range you want to fill
go to menu > edit > fill > series
in the dialog, select date as the series type and "weekdays only" option
press ok...
Let me know if this doesnt work...
Now that was FAST!!!
I tried it but unfortunately it didn't work..
Here is the screenshot:
http://img291.imageshack.us/img291/6573/excelsheetyr2.gif
This is what I tried..
I put the date in one row, in another row, added some calculations (as you can see in the image) and drag the content in other rows..
I could not find any Edit menu so i just clicked on the icon as you have shown in the 2nd image..
I hope I did the right thing...
Hmm...
there should be an edit menu as far as I know. Let me check that...
meanwhile... if it works you can use formulas to fill the series.
1. just enter the first date
2. in the 2nd row, enter a formula like =if(weekday(firstdatecell,2)=6,firstdatecell+2, firstdatecell+1)
3. copy the formula over the rest of the range...
@Deep:
you have to use the autofill handle, the small box at the lower right of the active cell. Right click on the autofill handle and drag down to the cells you want to autofill. A menu pops up showing the weekdays only option and others.
@Chandoo - Thanks but it did not work with my calculations. 🙁
@Robert - Yes, it worked this time but I guess, in my case it won't work as I want to add up the days from the column on the left. (As shown in the image)
Basically this is what I want:
1. I want to define project start date
2. There are no. of days assigned for each module
3. I want excel to calculate the date automatically. (By adding up the no. of days and deducting the weekends)
Any kind of help is appriciated.
Reagrds,
Deep
@Deep,
sorry, I misunderstood your question, I thought you would be searching for the autofill-function only (values).
If I got your request corrctly now, you could use the WORKDAY-function, returning the date before or after a specified number of workdays.
In Excel 2003 and earlier the Add-In Analysis Toolpak has to be installed, but since you are using 2007, it should work immediately.
@Deep.. as Robert suggested, Workday is what you should be using. It will calculate future date based number of working days you want to add to input date. Also, you can use this with your own list of holidays.
Thanks Robert, Chandoo.. I will try the things.. 🙂
I tried it and this time it worked.. Thanks to both of you.. you guys made my life much more easier 🙂
[...] You can also customize excel lists so that you can auto-fill, lets say bank holidays in your country or types of beer in your pub. One more auto fill trick. [...]
Hello,
I understand how to turn off the weekend values for a date fill in a regular auto fill. But, what if you are trying to create a custom one, that counts the amount of days in the formula bar, like 2 days, then 5 days, then 1 day etc etc etc, but they must be working days only and they must not include the weekends.
can that be done?
thanks!
hi..
i'm using excel 2007
I'm trying to insert current date automatically
then it suppose not to change after i save and open it on the next day.I need it to stay on the issued date.
i'm using Today function and it is not well work 4 me.
anybody can help to resolve my prob here?
please...
Hi guys,
How about if I just wanna fill up with weekend? The way I am doing now is using the function weekday and use filter to get weekend. Would appreciate if any one comes up with a better idea. Thank you very much.
Regards
Cheng
What happened to being able to indicate the series by adding a few cells and then using the autofill to copy? I can't get this to work - I need 4 rows with the same date skipping weekends.
2/6/2012
2/6/2012
2/6/2012
2/6/2012
2/7/2012
2/7/2012
2/7/2012
2/7/2012
2/8/2012
2/8/2012
2/8/2012
2/8/2012
2/9/2012
2/9/2012
2/9/2012
2/9/2012
Hi Kathy, sorry for a late comment. However, here's the solution.
1.) put your 1st desired date in the 1st 4 cells required (e.g. <cell A1:A4> 2/6/2012)
2.) put the following formula as is in the following four cell (i.e. A5:A8)
=IF(WEEKDAY(A1,2)=5,A1+3, A1+1)
=IF(WEEKDAY(A2,2)=5,A2+3, A1+1)
=IF(WEEKDAY(A2,2)=5,A2+3, A1+1)
=IF(WEEKDAY(A2,2)=5,A2+3, A1+1)
Note: "=5" denotes the number of working days in the week
"+3" denotes the number of days on weekends.
"+1" last denotes the number of days after the working date.
3.) Finally, select cells A4:A8 and then drag drown for furthur dates. The formula will skip Saturday & Sunday in the dates.
Let me know, if you want to tweak the formula as per other ways.
Kamlesh: Thanks for the formula. That was what I was looking for. It works the same in Google Docs Spreadsheets. At first I thought it didn't and did some unnecessary tweaking to make it work.
I was confused by the "IF(WEEKDAY(A2,2)" the modifier 2. I took it out and surpise, the formula didn't work right. I changed the 5 to 6 and then it worked. Turns out, (you probably know this) the default week starts with Sunday. Using 2 makes it start with Monday.
Any way, I didn't know about the Weekday function. Thanks for sharing this post.
Hi, Kamlesh, before i was using "workday" instead of "weekday" but it didn't work.
thanks for sharing the right formula.
At this moment I am going to do my breakfast, when having my breakfast
coming yet again to read further news.
Hi,
I'm using excel 2007
I'm trying to calculate a workday
4 nov 2014(a1) to 12 nov 2014(a2)
Normally i'm using Int formula to do this
=int(a2)-int(a1)
But, hey thats including weekend too... 😀
how do you calculate workday with this condition ?
and if there is not only those day, i mean in a month or two
Thanks before
sagari
@Sagari
=NETWORKDAYS.INTL(DATE(2014,11,4),DATE(2014,11,12),1)
=7
You can also include holidays into the formula by having a list of holidays in say A1:A10
Then use
=NETWORKDAYS.INTL(DATE(2014,11,4),DATE(2014,11,12),1,A1:A10)
Thanks for replying
Get #NAME? in return when using NETWORKDAYS.INTL
But get 7 with NETWORKDAYS
why ??
Hi
i had a query while making a template for one of my school daily task.
Most of the work in these template includes copy from webpage and paste in the template.
so the problem here is, whenevr me or my mates try to do ctrl+v
the format of the cell changes automatically.
I suggested them to use ctrl+alt+v (text) to paste
but they are not ok with it. they want me to make template in such a way that it should work with normal ctrl +v
Any ideas guys ?
Our working week is Tuesday to Saturday if I wish to make a sheet solely using those days is there a formula I can use ?
I need your support for date.
I wand to numbering actual working date based on date
below is expected result... so how can apply formula to get number automatically... please help me get resolve this problem... many thanks in advanced.
1 8/1/2018
2 8/2/2018
3 8/3/2018
8/4/2018
8/5/2018
4 8/6/2018
5 8/7/2018
6 8/8/2018
7 8/9/2018
8 8/10/2018
8/11/2018
8/12/2018
9 8/13/2018
10 8/14/2018
11 8/15/2018
12 8/16/2018
13 8/17/2018
8/18/2018
8/19/2018
14 8/20/2018
15 8/21/2018
16 8/22/2018
17 8/23/2018
18 8/24/2018
Dear Sir,
I want to make a series of December month which will show all the dates without Fridays.
Is it Possible sir??
Interesting question Salauddin... The built-in options in Excel can't generate dates like this. But you can use simple formulas to make up such a series.
In first cell (say A1) write the starting date (1-Dec-2019 for example). Makesure this date is not a Friday.
In the next cell (A2) write =WORKDAY.INTL(A1,1,16)
Now drag down the A2 cell to fill up dates. Stop when you reach the end of your range of dates.
If your Excel doesn't have WORKDAY.INTL(), then use the below alternative formula.
=A1+1+(WEEKDAY(A1)=5)
Thank you, Thank you very much sir. it worked perfectly & I was expecting something like that.
i want to make a template with date that skips fortnightly is it possible in excel
Hi Chandoo, I need to skip weekends from a specified list of dates.
from the below information I want to pick only the weekdays amount only along with lookup which has builder name separately.
Date Builder Units Amount
06-Jan-08 Doug 8 389
09-Feb-08 Dave 10 385
15-Mar-08 Dave 3 771
18-Apr-08 Brian 5 313
05-May-08 Larry 10 574
22-May-08 Rob 8 730
25-Jun-08 Morgan 4 471
15-Aug-08 Jones 1 548
12-Dec-08 Doug 3 323
10-Apr-09 Dave 5 712
14-May-09 Dave 9 432
10-Sep-09 Brian 6 460
31-Oct-09 Larry 3 741
18-Sep-08 Rob 8 580
25-Nov-08 Doug 6 685
29-Dec-08 Dave 2 401
24-Mar-09 Dave 10 342
04-Jul-09 Brian 8 475
21-Jul-09 Larry 3 535
07-Aug-09 Rob 3 663
26-Feb-08 Gill 10 762
22-Oct-08 Jones 5 425
08-Nov-08 Doug 1 639
27-Apr-09 Dave 4 409
27-Sep-09 Dave 4 612
01-Sep-08 Brian 6 688
17-Jun-09 Larry 10 663
24-Aug-09 Rob 5 608
23-Jan-08 Morgan 6 388
Thank you! I've been struggling with this for ages and today, thanks to this post, I finally figured that I had to customize my toolbar in order to utilise the "Fill" menu. This will make my monthly reports much, much neater