Conditional Formatting Seasonal Volumes
The use of conditional formatting is great for presenting data via worksheet cells in a "chart" form. A simple model is probably the best way to illustrate this concept. Assume you're working in a business with a high degree of seasonal variation. In this example, a clinic in Phoenix, Arizona currently runs three MRI scanners. The manager of the Radiology Department believes that they need another one but can't tell when. Volumes are high in the winter months because patients from the northern U.S. go to the southwest during the winter. The volumes taper off in the summer months because those same patients go back home to beat the desert heat. Each scanner can handle six exams per workday. However, downtime due to maintenance makes each scanner dependable at approximately 65% capacity. There are an average of 22 workdays per month and the expected annual exam growth is 3%.
Given the assumptions above, a simple model can be built that visually shows the seasonal variations.
By applying conditional formatting to the data table, you can easily see when the volumes exceed the average expected exams per month. The conditional formatting formula for the data table monthly spread looks like this:
The average annual expected volumes in column Q use the same conditional formatting formula except the formatting is set to red as opposed to tan.
The conditional formatting allows you to easily see that the demand for Radiology exams will exceed the capacity of the three machines starting in February of 2006. On an average annual basis, the total demand for exams will exceed the total machine capacity in 2010.
Given the visual that the conditional formatting provides, a more educated decision can be made concerning when to purchase the next machine.
Posted on
July 12, 2007
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Analysis |
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Print Only Embedded Charts Showing Data
A recent post to the Microsoft Excel Charting Discussion Group asks . . . I have a series of embedded charts in a workbook. Some contain data, some do not. How can I automatically print only those charts with data? The following macro loops through each embedded chart in the workbook. For each embedded chart, it loops through each series recording the point values for those series. After looping through all of the series, if the total point values are not equal to zero, the chart prints. If the total point values are equal to zero, the macro proceeds to the next chart without printing.
Sub PrintChartsWithValues()
Application.ScreenUpdating = False
Dim hSheet As Worksheet
Dim Ws As Worksheet
Dim Cht As ChartObject
Dim Srs As Series
Dim Pt As Points
Dim nPts As Long
Dim iPt As Long
Set hSheet = ActiveSheet
For Each Ws In Worksheets
For Each Cht In Ws.ChartObjects
Y = 0
For Each Srs In Cht.Chart.SeriesCollection
With Srs
nPts = .Points.Count
For iPt = 1 To nPts
X = Srs.Values(iPt)
Y = X + Y
Next
End With
Next Srs
If Y <> 0 Then Cht.Chart.PrintOut Copies:=1
Next Cht
Next Ws
hSheet.Select
Range("A1").Select
End Sub
Posted on
July 09, 2007
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Filed under
Charts |
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Trigger Macro on Range and Sheet Changes
I always seem to spend ten minutes trying to find these snippets of code on the Internet when I need them. For reference . . .
To trigger a macro on a change in range, load the procedure below into a sheet module. It will fire when a change is made to the range A1:A5.
Private Sub Worksheet_Change(ByVal Target As Excel.Range)
If Not Intersect(Target, Range("A1:A5")) Is Nothing Then
Your Code Here
End If
End Sub
To trigger a macro on a change in the sheet, load the procedure below into a sheet module. It will fire when a change is made to any cell on the sheet:
Private Sub Worksheet_Change(ByVal Target As Range)
Your Code Here
End Sub
Posted on
July 06, 2007
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VBA |
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Flag XY Duplicates with Different Formatting
A recent post to the Microsoft Excel Charting Discussion Group asks . . . how can I change the point size of all XY chart values that are duplicates? Assuming an embedded XY chart, I responded with the procedure below. Activate (click on) the embedded chart and run the macro:
Sub ShowXYDuplicatePoints()
Application.ScreenUpdating = False
Dim Cht As Chart
Dim Srs As Series
Dim Pt As Points
Dim nPts As Long, iPt As Long
Dim Test As Variant
Dim UniqueValues As New Collection
Set Cht = ActiveChart
For Each Srs In Cht.SeriesCollection
With Srs
nPts = .Points.Count
For iPt = 1 To nPts
Test = Srs.XValues(iPt) & Srs.Values(iPt)
UniqueValues.Add Acct, CStr(Test)
On Error GoTo ErrHandler:
If iPt + 1 > nPts Then
ActiveChart.Deselect
Exit Sub
End If
Label1:
Next
End With
Next Srs
ErrHandler:
Srs.Points(iPt).MarkerSize = 10
Srs.Points(iPt).MarkerBackgroundColorIndex = 3
Srs.Points(iPt).MarkerForegroundColorIndex = 3
If iPt + 1 > nPts Then
ActiveChart.Deselect
Exit Sub
End If
Resume Label1:
End Sub
The procedure works by looping through all of the point values within each series in the chart. As the macro loops, each point value is loaded into the UniqueValues array. Because the UniqueValues array only accepts unique values, any duplicates are automatically kicked out and run through the error handling procedure.
The formatting can be reset with the following procedure.
Sub ResetXY()
Application.ScreenUpdating = False
Dim Cht As Chart
Dim Srs As Series
Dim Pt As Points
Dim nPts As Long, iPt As Long
Set Cht = ActiveChart
For Each Srs In Cht.SeriesCollection
With Srs
nPts = .Points.Count
For iPt = 1 To nPts
Srs.Points(iPt).MarkerSize = 5
Srs.Points(iPt).MarkerBackgroundColorIndex = 11
Srs.Points(iPt).MarkerForegroundColorIndex = 11
Next
End With
Next Srs
ActiveChart.Deselect
End Sub
Posted on
July 01, 2007
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Charts |
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Format Chart Based on Point Values
A recent post to the Microsoft Excel Charting Discussion Group asks . . . how can I change the pattern of a column based on that column's value. Assuming an embedded chart, I responded with the following procedure:
Sub ChangePatterns()
Application.ScreenUpdating = False
Dim Cht As Chart
Dim Srs As Series
Dim Pts As Points
Set Cht = ActiveChart
Set Srs = Cht.SeriesCollection(1)
Set Pts = Srs.Points
Cnt = 1
For Each Pt In Srs.Values
Srs.Points(Cnt).Select
'Sales greater than 10000
If Pt > 10000 Then
With Selection
.Fill.Visible = True
.Fill.Patterned Pattern:=msoPatternWideUpwardDiagonal
.Fill.ForeColor.SchemeColor = 42
.Fill.BackColor.SchemeColor = 34
End With
'Sales less than or equal to 10000
ElseIf Pt <= 10000 Then
With Selection
.Fill.Visible = True
.Fill.Patterned Pattern:=msoPatternLightHorizontal
.Fill.ForeColor.SchemeColor = 43
.Fill.BackColor.SchemeColor = 22
End With
End If
Cnt = Cnt + 1
Next Pt
ActiveChart.Deselect
End Sub
-- Just thought I would document it for my own reference. Is there a better way to write this?
Posted on
June 26, 2007
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Filed under
Charts |
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GET.CHART.ITEM XLM Function
Microsoft's macrofun.hlp file documents the XLM function GET.CHART.ITEM, which is useful for finding the vertical and horizontal positions for selected chart items. This function is further explained in Professional Excel Development.
From Microsoft's macrofun.hlp, below is the documentation for GET.CHART.ITEM:
GET.CHART.ITEM returns the vertical or horizontal position of a point on a chart item. Use these position numbers with FORMAT.MOVE and FORMAT.SIZE to change the position and size of chart items. Position is measured in points; a point is 1/72nd of an inch.
Syntax
GET.CHART.ITEM(x_y_index, point_index, item_text)
X_Y_index is a number specifying which of the coordinates you want returned.
X_Y_index Coordinate returned:
- 1 - Horizontal coordinate.
- 2 - Vertical coordinate.
Point_index is a number specifying the point on the chart item. These indexes are described later. If point_index is omitted, it is assumed to be 1.
If the specified item is a point, point_index must be 1. If the specified item is any line other than a data line, use the following values for point_index.
Point_index and Chart item position:
- 1 - Lower or left.
- 2 - Upper or right.
If the selected item is a legend, plot area, chart area, or an area in an area chart, use the following values for point_index.
Point_index and Chart item position:
- 1 - Upper left.
- 2 - Upper middle.
- 3 - Upper right.
- 4 - Right middle.
- 5 - Lower right.
- 6 - Lower middle.
- 7 - Lower left.
- 8 - Left middle.
If the selected item is an arrow in Microsoft Excel 4.0, use the following values for point_index. In Microsoft Excel 5.0, arrows are named lines, and the arrowhead position returned is equivalent to the end of a line where the arrowhead begins.
Point_index and Chart item position:
- 1 - Arrow shaft.
- 2 - Arrowhead.
If the selected item is a pie slice, use the following values for point_index.
Point_index and Chart item position:
- 1 - Outermost counterclockwise point.
- 2 - Outer center point.
- 3 - Outermost clockwise point.
- 4 - Midpoint of the most clockwise radius.
- 5 - Center point.
- 6 - Midpoint of the most counterclockwise radius.
Item_text is a selection code that specifies which item of a chart to select. See the chart form of SELECT for the item_text codes to use for each item of a chart.
If item_text is omitted, it is assumed to be the currently selected item.
If item_text is omitted and no item is selected, GET.CHART.ITEM returns the #VALUE! error value.
Remarks
If the specified item does not exist, or if a chart is not active when the function is carried out, the #VALUE! error value is returned.
Examples
The following macro formulas return the horizontal and vertical locations, respectively, of the top of the main-chart value axis:
GET.CHART.ITEM(1, 2, "Axis 1")
GET.CHART.ITEM(2, 2, "Axis 1")
You could then use FORMAT.MOVE to move a floating text item to the position returned by these two formulas.
Posted on
June 24, 2007
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Filed under
Charts |
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