Optimization Tips & Techniques for Excel VBA & Macros [Speedy Spreasheet Week]

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Optimization Tips & Techniques for Excel VBA & Macros

Is VBA slowing down your workbooks? Do you spend hours starting at Excel while the macros finish running? As part of our Speedy Spreadsheet Week, today lets talk about optimization techniques for Excel VBA & Macros.

Optimization Techniques for Excel VBA & Macros

Lets break this in to 2 sections. (1) Quick optimization techniques & tactics (2) Optimization ideas for the long run

Quick optimization techniques & tactics for VBA & Macros

1. Turn off the features you don’t want before running your macro

This is easy pick. Even while your macros are running, Excel does a lot of work to update the spreadsheet screen, re-calculate the formulas, display alerts etc. You can turn-off these things before running your macro and this would instantly speed up your code.

This is how you can do it:

Application.ScreenUpdating = false
Application.DisplayAlerts = false

and use these lines at the bottom of your code to turn on the alerts & screenupdating.
Application.ScreenUpdating = true
Application.DisplayAlerts = true

Things to remember:

  • If your macro changes a part of the spreadsheet (for example animation, chart updation), turning off screenupdating is not the way to go.
  • Set calculation mode to manual if it is ok  (application.Calculation =xlCalculationManual)
  • Make sure your turn-on everything at the end of your macro.

2. Do not select cells & objects

Range("A1").value = 10 is faster than
Range("A1").select
Selection.Value = 10

Many times, we select cells, objects in our code because the macro recorder produced such code. There is no need to select cell(s) to access or update the value(s).

3. Use built-in functions & features if possible

Do not re-invent the wheel. If there is a built-in formula or function, use it instead of developing your own. Objects like Application have many useful methods that can do what you want. For example, if you want to check if 2 ranges overlap, you an use Application.intersect instead of doing the math yourself.

4. Loop carefully

Some people say avoid loops. I say loop carefully. If you can do the same thing without a loop, do it. Else, make the loop as light-weight as possible. Think thru the problem and see what is the best way to loop. Use below guidelines when you are writing macros with loops:

  • To search: Use built in methods like search, find, VLOOKUP, MATCH to find a value in a range instead of looping thru it.
  • To copy: Use array to range copy method instead of looping thru the array and copying one element at a time. See example below:
    Dim myArr(1 to 1000) as String
    'do something and have a lot of values in myArr
    'Copy all values in myArr to worksheet range myRange in one step!
    Range("myRange").Value = Application.WorksheetFunction.Transpose(myArr)
  • To copy: If you want to copy one range of values to another, just assign the values to second range instead of looping. See below:
    Range("r2").value = Range("r1").value
  • To sort: Use Range.sort method or any other built-in methods to sort if possible.
  • Nesting loops: avoid them if you can. Else, take coffee breaks when you run the 14,000 times loop inside 17,345 times loop.

5. Use with block

When you want to do several operations on same object, use With block. This keeps your code clean, tells Excel to cache the object for a bunch of operations.

VBA & Macros – Optimization techniques for long run

Optimization is never ending process. So a good coder constantly learns techniques & follows sound principles to keep her code light-weight & fast.

1. Copy good ideas

There are tons of good code samples, example macro code on various sites, forums or books. Copy any good ideas you come across to speed up your code than trying to re-invent.

2. Divide and conquer

Sometimes a macro is slow because you are trying to do everything in one go. Try doing the task in small chunks. These ideas help:

  • Break down your application in to smaller modules / macros.
  • Show progress to end users thru a progress bar, frequent screen updates or status messages.
  • Render most important aspects of the output first. Then do the rest in background.

3. Less is better

The less code you have, the lesser memory you use, the lesser objects, variables you deal with, the faster your code becomes. As an exercise, take your most complex macro and see if you can delete a line. Repeat this until there is nothing else you can remove. That alone improves the performance. Some ideas to consider:

  • Plan your code before you write it. Think thru all steps.
  • Do not write code for lame users (unless you are developing something to sell to larger public). Most users in workplace are smart and reasonable. So you can lessen error handling etc.
  • Release objects you no longer want to clear memory.
  • Negotiate with users and reduce features if possible.

4. Learn & Practice

Merriam-Webster dictionary defines “optimize” as,

to make perfect … more

Learning & practicing is a proven path to perfection. You can learn by examining others code, reading books or helping others. Very soon, you see that your own code becomes better & faster.

5. Know when you cannot optimize

Optimization is like an itch. If you do not resist in time, it consumes you. For most of us running the code in shortest time is not the goal. Our goal is to meet end user needs & get things done. So as long as your code runs fast enough leave it in peace and move to next challenge.

Also, some times no matter what you do, your Excel macro takes time to run. May be its time you considered other languages / tools to solve the problem

More on Excel Optimization & Speeding up:

Read these articles too,

How do you speed up your VBA Macros?

Personally, I try to stay away from VBA in my workbooks. But I find that with just a few lines of VBA, we can add a lot of wow factor, convenience to the spreadsheets. So, once in a while I add VBA to make my workbooks even more awesome.  I also use VBA to clean up data, process it or generate reports. In such cases, by using above ideas I saved a lot of time & made my workbooks nimble.

What about you? How do you speed up your VBA & Macros? Please share using comments.

For more information on VBA & Macros

Check out our Excel VBA section or join our VBA Classes online program.

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31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”

  1. Harry says:

    Would be considerably easier just to have a table with the variance shown.

  2. Jomili says:

    On Step 3, how do you "Add budget and actual values to the chart again"?

    • Chandoo says:

      There are a few ways to do it.

      Easy:
      1) Copy just the numbers from both columns (Select, CTRL+C)
      2) Select the chart and hit CTRL+V to paste. This adds them to chart.

      Traditional:
      1) Right click on chart and go to "select data..."
      2) From the dialog, click on "Add" button and add one series at a time.

      • Neeraj Agarwal says:

        One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V

        Regards
        Neeraj Kumar Agarwal

  3. TheQ47 says:

    Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
    Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.

    • Chandoo says:

      @TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
      Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.

  4. Neeraj Agarwal says:

    I am using excel 2010, please explain how to apply Step 12

    Regards
    Neeraj Kumar Agarwal

  5. mariann says:

    Hi Chandoo,

    I just found your website, and really love it. It helps me a lot to be an Excel expert 😉

    Currently I am facing with a problem at step 11:
    Var1 Var2
    D30%
    A5%
    B0%
    B4%
    B7%
    C10%
    C13%
    D27%
    I42%

    Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.

    Thanks for your help!

    • Chandoo says:

      Hi Mariann... Welcome to Chandoo.org and thanks for your comment.

      If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.

  6. […] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]

  7. Franciele says:

    You're a good person, thank you to share your knowledge with us, I will try to do in my work

  8. Ali says:

    Great visualization of variance. My question is that is this possible in powerbi?

    How would you go about it?

  9. NARUTO says:

    HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013

  10. Amol says:

    Dear chanddo sir,

    What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.

  11. Ricardo says:

    Sir Chandoo,

    Good Day!
    First, I'd like to say that I am very grateful for your work and for sharing all these things with us.

    I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
    The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.

  12. MF says:

    WOW - Segoe UI Emoji
    This is the greatest discovery for me this month 🙂 Thanks for sharing.

    Here's my two-cents:
    https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/

  13. Renuka says:

    Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you

    one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this

  14. renuka says:

    in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month

    • Chandoo says:

      Hi Renuka,

      Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.

  15. Justine says:

    So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of

    thank you - I LOVE YOUR SITE

  16. Arvind says:

    Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
    Planned Actual
    SOW Budget 417480 367551

    How can I create a single bar chart like the one above?

  17. JEREMIAH KOOL says:

    Thank you Chandoo.
    This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.

    Just Subscribed today (10 minutes ago)

  18. Shawn says:

    Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?

  19. Mihail says:

    Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.

  20. Saidatta Pati says:

    Hi Chandoo,
    Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
    Please share your view.

  21. Dan says:

    This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.

    Thanks.
    Dan

  22. sathik says:

    pls explain in detail step 7

  23. Arun says:

    While in the Excel sheet you have used following formula for Var
    Var = Actual - Budget
    But
    in the note, you have written
    Var = Budget - Actual

  24. aye myat maw says:

    Good Presentation and Data information.thank you so much chandoo.

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