In How to Get More out of Excel Solver I covered techniques to enhance your model and empower your analysis. One of the topics I received the most questions on is the automating the solver to solve for multiple values.
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NOTE: Although the Solver add-in can be used in Excel 2013 and Excel 2016, because your model is solved 'in the cloud,' this Solver add-in works only with Excel workbooks that are stored online. If you want to solve a workbook model that is stored on your local PC, use the Solver included with desktop Excel, or one of Frontline's enhanced. Jul 11, 2020 Solver models that you may already have, created with the Solver in desktop Excel or our free Solver add-in for Excel Online, are automatically recognized by this add-in. Simulation models created with our free Risk Solver add-in for Excel Online, or Frontline’s previous risk analysis products for desktop Excel, are also recognized.
There was a brief explanation in the previous article, but nothing dedicated to how to implement it from start to finish. In this article we’ll go in depth from start to finish covering the concepts and methods step by step. By the end you’ll be able to automate any of your own personal models and scale your analysis.
To get the most out of this article you should be familiar with the basics of Excel Solver. If you need to brush up, check out the latest webinar by this author, Jacob Fairclough, Excel Solver: Optimize Your Budgets Across Campaigns.
How we’ll do it
We’ll leverage the macro recorder in Excel to handle most of the actual code. The record macro tool will allow Excel to convert our manual steps into VBA code.
We will then identify the key pieces of code to change. Then we will create a loop to dynamically select and replace these values and run the solver again.
This will be semi-technical but through this style of development we can focus on the process and the concepts instead of focusing on how to write code. Cricut design studio download for mac.
Setting up the macro recorder
The macro record functionality is found in the developer tab in the ribbon. This is not available by default but is easy to implement. If you navigate to your ribbon options you will see a checkbox for the developer tab.
The screenshot below is for Mac but PC based Excel is similar.
If you have not installed the solver add-on you can install it via the Add-ins menu. The Microsoft support site has instructions for all platforms, Load the Solver Add-in in Excel.
Recording the macro
Now that the set up is complete we we are ready to record! Set up your workspace appropriately with all your formulas and references. You’ll want to set up everything to the point before you build the solver model.
Make your way back to the developer tab on the ribbon. You will see a piece of paper with a red dot. Click on that button to open the recorder.
Give your macro a name and fill in the description if you’d like.
Once you hit Ok the recorder will begin.
Go through the steps of setting up your solver and solve it. Once this is complete go back to the developer tab and stop recording. It’ll be the same location as the button you used to start the recording.
Now that we have the base code we can clean it up and prep it for the next steps.
Clean up the code
Now we can edit the code, remove any unnecessary parts, and make sure we are only using the essential pieces of the macro recording.
You can edit the code through Excel’s VBA editor. To access your recorded code click the Macros button.
Navigate to your macro in the new menu and click edit.
Now that we have our code editor open we can start making tweaks. View mac photos library pc.
Removing Unnecessary Code
If you happened to click through a bunch of other things while recording you can clear those out now and be left with something similar to below. If there is a lot of extra code and you are worried about breaking it, you can always rerecord.
Setting up the solver references
https://matesrenew.weebly.com/download-djay-mac-full-version-free.html. One last step before we move on, go to Tools > References and select Solver. If you don’t do this the package will not load in the macro and you’ll get an error.
You can now change your parameters open the macros menu, select your macro, hit run and it will update the results. Axure rp 8 download for mac.
Let’s line up the code against our solver model. You’ll see how it lines up. The language is different but you can piece together what it all means.
Next we’ll isolate the parts we need to change and wrap up our automation.
Rinse and repeat – building the loop
Now that we have a working solver. We need to repeat that multiple times. Let’s put an example together and cement the plan.
We started with a budget of $1,000 in the first model but we want to do the same thing for $100 increments up to $2,500.
Let’s dive in! We have a list of values in column B and our output in column C. If we wrote out the process it would look like,
- Set total spend to the value in B10.
- Solve the model.
- Place the output in C10.
- Choose next B value.
- Set the output in the C row.
- Repeat steps 2-5 for all values in B.
Starting the loop
Loops are coding constructs that repeat an action until hitting a logical end point. A loop will come in handy here to repeat the same process, running the solver, on every value until we reach the end of the value.
For this example we’ll define the end point by the number of rows. B10:B25 has 16 values.
We’ll start our loop and wrap it around our solver code. We’ll set up a variable to hold the loop number (i) and go through each value, solving the loop each time.
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Resetting the solver
We’ll add another more condition at the start of our code. Since we want to rerun the solver each iteration, we’ll reset it each loop. This will clear the settings and start a fresh model.
We can do this via SolverReset.
Updating cell references
We now solve sixteen times but need to update our cell references. While we originally referenced B10 we need to move down one cell each run to update the limits. We can do this via the offset function. We can update “$B$10” to reference the cell then offset by i rows (0 on the first run, 1 row on the second, and so on). Each time the loop runs, i increases by one.
Collecting the output
The output will change each time so we’ll want to save it. We can follow the same process above but offset from C10 and set it equal to the value of the solved model. Then the loop starts over.
We’ll call C10 offset it by the appropriate number of rows then paste the value of our output.
Sidestepping the solver notifications
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Let’s save ourselves a headache and not learn by example for a moment. Remember when you ran the solver and that menu popped up asking if you’d like to accept the solution? That will pop up every time if you don’t disable it. Imagine if you set up a loop with 100’s of values, you’d have to click accept every time!
Go ahead and add the following lines after your solver code and add (TRUE) to SolverSolve. This will mimic you accepting the changes.
Now we have the finished code!
Up and running
We can now run the code by selecting it from the macro list and running. If you’d like to use your workbook as a template you can assign the macro to a button for ease of use. You can find these in the developer tab.
You can also add any comparison graphs. In this case we want to compare the rate of spend growth versus the conversion volume growth. This example isn’t interesting but real data can help reveal efficiency breakpoints
Conclusion
We covered quite a bit! Congratulations on getting your automated solver up and running. The example we covered was overly simplistic, but you can take the same concepts and apply it to any solver model.
This can save an enormous amount of time for models you need to solve multiple times and encourage users to experiment with different scenarios.
If you want to use Excel Solver to help optimize digital advertising budgets, check out the latest webinar by this author, Jacob Fairclough, Excel Solver: Optimize Your Budgets Across Campaigns.
Analytic Solver Cloudwill work with Excel for Mac, but an Office 365 subscription is required.
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Learn Why. If you are using a Mac, your best option is Analytic Solver Cloud. Students: Learn about free Office 365 subscriptions. If for some reason you can't get an Office 365 subscription, you still have options:
Using Windows on a Mac • Using Solver under Mac OSX • Using AnalyticSolver.com (Old)
Using Windows on a Mac
If you can't use Analytic Solver Cloud, the best option for using our software on a Mac is to install Microsoft Windows, either in a dual-boot setup on your hard disk, or running under VM (virtual machine) software such as VMWare Fusion or Parallels. This is recommended for students who for some reason cannot use an Office 365 subscription -- it is the only way to use Analytic Solver Desktop for Windows on a Mac desktop or laptop, since this software won't run directly under Mac OSX. (But an Office 365 subscription and Analytic Solver Cloud is better!)
Any of Windows 10, Windows 8, or Windows 7 is sufficient. Once Windows is installed, you can install Microsoft Office (or just Excel) 2019, 2016, 2013, or 2010. You can then download and run any of our Setup.exe programs to install our software. Used this way, a Mac or MacBook makes an excellent computer for Frontline Solvers -- we often run our software on MacBooks in this way at our company.
Using Solver under Mac OSX
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You can use the Solver included in Excel for Mac to define and solve basic optimization problems. But you won't be able to use Monte Carlo simulation and risk analysis, solve optimization problems involving uncertainty and risk, or use the forecasting, data mining or text mining features of Analytic Solver Cloud, Analytic Solver Desktop or AnalyticSolver.com. You can define a basic optimization model using Solver in Excel for Mac, save the workbook, open that workbook in AnalyticSolver.com (see below), and solve it there and extend it further.
The basic Excel Solver is included when you install Microsoft Excel 2011 or later for Mac. This has been true since Excel 2011 Service Pack 1 (Version 14.1.0). You do not have to (and should not try to) download Solver from this website. If you are still using Excel 2008 for Mac, we strongly recommend an upgrade to Excel 2011 or later. But if you absolutely cannot do this, you can download Solver for Excel 2008 here.
Why Doesn't Analytic Solver Desktop Work with Excel for Mac OSX?
Excel for Mac OSX may be called 'Excel' and load and save Excel workbooks, but internally it is a radically different piece of software from Excel for Windows, since it uses OSX standards and APIs, rather than Windows standards and APIs. None of the internal interfaces (connections) to Excel that Analytic Solver Desktop uses in Windows exist in Excel for Mac. Essentially, 'Analytic Solver Desktop for Mac' would be a new piece of software that would cost a lot to develop, and (based on our real-world experience) would have almost no commercial market. In any case, the software industry has moved on to embrace Web technologies (HTML, JavaScript and REST APIs).
We first developed AnalyticSolver.com, which all Mac users, iPad users, Android and even Windows users could use equally well. It has served the market for several years. Its main drawback is that its underlying spreadsheet is 'not true Excel', and is less familiar and less powerful than Microsoft's latest version of Excel Online. But now we've done better: Over several years culminating in 2019 -- once Microsoft released 'Office.js JavaScript APIs' that we could use -- we developed Analytic Solver Cloud using Web technologies. It works in Excel Online, and also works in Excel for Mac and Excel for Windows -- the same on every platform. Frontline Systems is the first, and currently the only analytics software vendor who has made the investment (over the last five years) to create software like Analytic Solver Cloud.
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An Office 365 subscription is better -- but if for some reason you can't get or use one, and you can't use Office for Windows on a Mac or the basic Solver for Excel for Mac (as described above), your remaining option is to open a web browser to AnalyticSolver.com, our older cloud-based analytics platform. Please note that we are phasing out AnalyticSolver.com in 2020, in favor of Analytic Solver Cloud.
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If you're a student, AnalyticSolver.com is designed to enable you to complete all of your class exercises, and even use a textbook that has screen shots and instructions using our software in Excel for Windows, on your Mac. Sims mac os x download. It has essentially all the features, and the same user interface as Analytic Solver Cloud and Desktop, with a Ribbon that has the same tabs and icons, and a Task Pane on right with the same tabs and most of the same options. It offers a spreadsheet-like grid that works much like Excel, and you can open Excel workbooks (with extension .xlsx) and save models to Excel workbooks.
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At AnalyticSolver.com, just click the Login button at the top right, and enter the same email address and password you used to register on Solver.com. If you cannot login this way, just register at www.solver.com/student or analyticsolver.com/student (registering again won't hurt). Registering on either site gives you an account on both sites. This assumes that your instructor has given you a Textbook Code and Course Code to register -- if he/she hasn't done this, ask him/her to call us at 775-831-0300 x141 and speak to our Academic Liason.
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Two strong hints: (i) READ THE HELP on differences between Excel and the AnalyticSolver.com spreadsheet, and other minor differences in the analytics software, at AnalyticSolver.com/Home/About. (ii) If you already registered without a Textbook Code and Course Code, your license may expire on AnalyticSolver.com. To remedy this, get the Textbook Code and Course Code from your instructor, go to AnalyticSolver.com, click the Login button to login, then type https://analyticsolver.com/student in the browser address bar. This displays a short form where you can add your Graduation Date, Textbook Code and Course Code and click the Register button.