Построение диаграмм в excel на vba

Программное создание графика (диаграммы) в VBA Excel с помощью метода Charts.Add на основе данных из диапазона ячеек на рабочем листе. Примеры.

Метод Charts.Add

В настоящее время на сайте разработчиков описывается метод Charts.Add2, который, очевидно, заменил метод Charts.Add. Тесты показали, что Charts.Add продолжает работать в новых версиях VBA Excel, поэтому в примерах используется именно он.

Синтаксис

Charts.Add ([Before], [After], [Count])

Charts.Add2 ([Before], [After], [Count], [NewLayout])

Параметры

Параметры методов Charts.Add и Charts.Add2:

Параметр	Описание
Before	Имя листа, перед которым добавляется новый лист с диаграммой. Необязательный параметр.
After	Имя листа, после которого добавляется новый лист с диаграммой. Необязательный параметр.
Count	Количество добавляемых листов с диаграммой. Значение по умолчанию – 1. Необязательный параметр.
NewLayout	Если NewLayout имеет значение True, диаграмма вставляется с использованием новых правил динамического форматирования (заголовок имеет значение «включено», а условные обозначения – только при наличии нескольких рядов). Необязательный параметр.

Если параметры Before и After опущены, новый лист с диаграммой вставляется перед активным листом.

Примеры

Таблицы

В качестве источников данных для примеров используются следующие таблицы:

Пример 1

Программное создание объекта Chart с типом графика по умолчанию и по исходным данным из диапазона «A2:B26»:

Sub Primer1() Dim myChart As Chart ‘создаем объект Chart с расположением нового листа по умолчанию Set myChart = ThisWorkbook.Charts.Add     With myChart         ‘назначаем объекту Chart источник данных         .SetSourceData (Sheets(«Лист1»).Range(«A2:B26»))         ‘переносим диаграмму на «Лист1» (отдельный лист диаграммы удаляется)         .Location xlLocationAsObject, «Лист1»     End With End Sub

Результат работы кода VBA Excel из первого примера:

Пример 2

Программное создание объекта Chart с двумя линейными графиками по исходным данным из диапазона «A2:C26»:

Sub Primer2() Dim myChart As Chart Set myChart = ThisWorkbook.Charts.Add     With myChart         .SetSourceData (Sheets(«Лист1»).Range(«A2:C26»))         ‘задаем тип диаграммы (линейный график с маркерами)         .ChartType = xlLineMarkers         .Location xlLocationAsObject, «Лист1»     End With End Sub

Результат работы кода VBA Excel из второго примера:

Пример 3

Программное создание объекта Chart с круговой диаграммой, разделенной на сектора, по исходным данным из диапазона «E2:F7»:

Sub Primer3() Dim myChart As Chart Set myChart = ThisWorkbook.Charts.Add     With myChart         .SetSourceData (Sheets(«Лист1»).Range(«E2:F7»))         ‘задаем тип диаграммы (пирог — круг, разделенный на сектора)         .ChartType = xlPie         ‘задаем стиль диаграммы (с отображением процентов)         .ChartStyle = 261         .Location xlLocationAsObject, «Лист1»     End With End Sub

Результат работы кода VBA Excel из третьего примера:

Примечание

В примерах использовались следующие методы и свойства объекта Chart:

Компонент	Описание
Метод SetSourceData	Задает диапазон исходных данных для диаграммы.
Метод Location	Перемещает диаграмму в заданное расположение (новый лист, существующий лист, элемент управления).
Свойство ChartType	Возвращает или задает тип диаграммы. Смотрите константы.
Свойство ChartStyle	Возвращает или задает стиль диаграммы. Значение нужного стиля можно узнать, записав макрос.

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Charts and graphs are one of the best features of Excel; they are very flexible and can be used to make some very advanced visualization. However, this flexibility means there are hundreds of different options. We can create exactly the visualization we want but it can be time-consuming to apply. When we want to apply those hundreds of settings to lots of charts, it can take hours and hours of frustrating clicking. This post is a guide to using VBA for Charts and Graphs in Excel.

The code examples below demonstrate some of the most common chart options with VBA. Hopefully you can put these to good use and automate your chart creation and modifications.

While it might be tempting to skip straight to the section you need, I recommend you read the first section in full. Understanding the Document Object Model (DOM) is essential to understand how VBA can be used with charts and graphs in Excel.

In Excel 2013, many changes were introduced to the charting engine and Document Object Model. For example, the AddChart2 method replaced the AddChart method. As a result, some of the code presented in this post may not work with versions before Excel 2013.

Adapting the code to your requirements

It is not feasible to provide code for every scenario you might come across; there are just too many. But, by applying the principles and methods in this post, you will be able to do almost anything you want with charts in Excel using VBA.

Understanding the Document Object Model

The Document Object Model (DOM) is a term that describes how things are structured in Excel. For example:

• A Workbook contains Sheets
• A Sheet contains Ranges
• A Range contains an Interior
• An Interior contains a color setting

Therefore, to change a cell color to red, we would reference this as follows:

ActiveWorkbook.Sheets("Sheet1").Range("A1").Interior.Color = RGB(255, 0, 0)

Charts are also part of the DOM and follow similar hierarchical principles. To change the height of Chart 1, on Sheet1, we could use the following.

ActiveWorkbook.Sheets("Sheet1").ChartObjects("Chart 1").Height = 300

Each item in the object hierarchy must be listed and separated by a period ( . ).

Knowing the document object model is the key to success with VBA charts. Therefore, we need to know the correct order inside the object model. While the following code may look acceptable, it will not work.

ActiveWorkbook.ChartObjects("Chart 1").Height = 300

In the DOM, the ActiveWorkbook does not contain ChartObjects, so Excel cannot find Chart 1. The parent of a ChartObject is a Sheet, and the Parent of a Sheet is a Workbook. We must include the Sheet in the hierarchy for Excel to know what you want to do.

ActiveWorkbook.Sheets("Sheet1").ChartObjects("Chart 1").Height = 300

With this knowledge, we can refer to any element of any chart using Excel’s DOM.

Chart Objects vs. Charts vs. Chart Sheets

One of the things which makes the DOM for charts complicated is that many things exist in many places. For example, a chart can be an embedded chart on the face of a worksheet, or as a separate chart sheet.

• On the worksheet itself, we find ChartObjects. Within each ChartObject is a Chart. Effectively a ChartObject is a container that holds a Chart.
• A Chart is also a stand-alone sheet that does not have a ChartObject around it.

This may seem confusing initially, but there are good reasons for this.

To change the chart title text, we would reference the two types of chart differently:

• Chart on a worksheet:
  Sheets(“Sheet1”).ChartObjects(“Chart 1”).Chart.ChartTitle.Text = “My Chart Title”
• Chart sheet:
  Sheets(“Chart 1”).ChartTitle.Text = “My Chart Title”

The sections in bold are exactly the same. This shows that once we have got inside the Chart, the DOM is the same.

Writing code to work on either chart type

We want to write code that will work on any chart; we do this by creating a variable that holds the reference to a Chart.

Create a variable to refer to a Chart inside a ChartObject:

Dim cht As Chart
Set cht = Sheets("Sheet1").ChartObjects("Chart 1").Chart

Create a variable to refer to a Chart which is a sheet:

Dim cht As Chart
Set cht = Sheets("Chart 1")

Now we can write VBA code for a Chart sheet or a chart inside a ChartObject by referring to the Chart using cht:

cht.ChartTitle.Text = "My Chart Title"

OK, so now we’ve established how to reference charts and briefly covered how the DOM works. It is time to look at lots of code examples.

Inserting charts

In this first section, we create charts. Please note that some of the individual lines of code are included below in their relevant sections.

Create a chart from a blank chart

Sub CreateChart()

'Declare variables
Dim rng As Range
Dim cht As Object

'Create a blank chart
  Set cht = ActiveSheet.Shapes.AddChart2

'Declare the data range for the chart
  Set rng = ActiveSheet.Range("A2:B9")

'Add the data to the chart
  cht.Chart.SetSourceData Source:=rng

'Set the chart type
  cht.Chart.ChartType = xlColumnClustered

End Sub

Reference charts on a worksheet

In this section, we look at the methods used to reference a chart contained on a worksheet.

Active Chart

Create a Chart variable to hold the ActiveChart:

Dim cht As Chart
Set cht = ActiveChart

Chart Object by name

Create a Chart variable to hold a specific chart by name.

Dim cht As Chart
Set cht = Sheets("Sheet1").ChartObjects("Chart 1").Chart

Chart object by number

If there are multiple charts on a worksheet, they can be referenced by their number:

• 1 = the first chart created
• 2 = the second chart created
• etc, etc.

Dim cht As Chart
Set cht = Sheets("Sheet1").ChartObjects(1).Chart

Loop through all Chart Objects

If there are multiple ChartObjects on a worksheet, we can loop through each:

Dim chtObj As ChartObject

For Each chtObj In Sheets("Sheet1").ChartObjects

    'Include the code to be applied to each ChartObjects
    'refer to the Chart using chtObj.cht.

Next chtObj

Loop through all selected Chart Objects

If we only want to loop through the selected ChartObjects we can use the following code.

This code is tricky to apply as Excel operates differently when one chart is selected, compared to multiple charts. Therefore, as a way to apply the Chart settings, without the need to repeat a lot of code, I recommend calling another macro and passing the Chart as an argument to that macro.

Dim obj As Object

'Check if any charts have been selected
If Not ActiveChart Is Nothing Then

    Call AnotherMacro(ActiveChart)

Else
    For Each obj In Selection

    'If more than one chart selected
    If TypeName(obj) = "ChartObject" Then

        Call AnotherMacro(obj.Chart)

    End If
Next

End If

Reference chart sheets

Now let’s move on to look at the methods used to reference a separate chart sheet.

Active Chart

Set up a Chart variable to hold the ActiveChart:

Dim cht As Chart
Set cht = ActiveChart

Note: this is the same code as when referencing the active chart on the worksheet.

Chart sheet by name

Set up a Chart variable to hold a specific chart sheet

Dim cht As Chart 
Set cht = Sheets("Chart 1")

Loop through all chart sheets in a workbook

The following code will loop through all the chart sheets in the active workbook.

Dim cht As Chart

For Each cht In ActiveWorkbook.Charts

    Call AnotherMacro(cht)

Next cht

Basic chart settings

This section contains basic chart settings.

All codes start with cht., as they assume a chart has been referenced using the codes above.

Change chart type

'Change chart type - these are common examples, others do exist.
cht.ChartType = xlArea
cht.ChartType = xlLine
cht.ChartType = xlPie
cht.ChartType = xlColumnClustered
cht.ChartType = xlColumnStacked
cht.ChartType = xlColumnStacked100
cht.ChartType = xlArea
cht.ChartType = xlAreaStacked
cht.ChartType = xlBarClustered
cht.ChartType = xlBarStacked
cht.ChartType = xlBarStacked100

Create an empty ChartObject on a worksheet

'Create an empty chart embedded on a worksheet.
Set cht = Sheets("Sheet1").Shapes.AddChart2.Chart

Select the source for a chart

'Select source for a chart
Dim rng As Range
Set rng = Sheets("Sheet1").Range("A1:B4")
cht.SetSourceData Source:=rng

Delete a chart object or chart sheet

'Delete a ChartObject or Chart sheet
If TypeName(cht.Parent) = "ChartObject" Then

    cht.Parent.Delete

ElseIf TypeName(cht.Parent) = "Workbook" Then

    cht.Delete

End If

Change the size or position of a chart

'Set the size/position of a ChartObject - method 1
cht.Parent.Height = 200
cht.Parent.Width = 300
cht.Parent.Left = 20
cht.Parent.Top = 20

'Set the size/position of a ChartObject - method 2
chtObj.Height = 200
chtObj.Width = 300
chtObj.Left = 20
chtObj.Top = 20

Change the visible cells setting

'Change the setting to show only visible cells
cht.PlotVisibleOnly = False

Change the space between columns/bars (gap width)

'Change the gap space between bars
cht.ChartGroups(1).GapWidth = 50

Change the overlap of columns/bars

'Change the overlap setting of bars
cht.ChartGroups(1).Overlap = 75

Remove outside border from chart object

'Remove the outside border from a chart
cht.ChartArea.Format.Line.Visible = msoFalse

Change color of chart background

'Set the fill color of the chart area
cht.ChartArea.Format.Fill.ForeColor.RGB = RGB(255, 0, 0)

'Set chart with no background color
cht.ChartArea.Format.Fill.Visible = msoFalse

Chart Axis

Charts have four axis:

• xlValue
• xlValue, xlSecondary
• xlCategory
• xlCategory, xlSecondary

These are used interchangeably in the examples below. To adapt the code to your specific requirements, you need to change the chart axis which is referenced in the brackets.

All codes start with cht., as they assume a chart has been referenced using the codes earlier in this post.

Set min and max of chart axis

'Set chart axis min and max
cht.Axes(xlValue).MaximumScale = 25
cht.Axes(xlValue).MinimumScale = 10
cht.Axes(xlValue).MaximumScaleIsAuto = True
cht.Axes(xlValue).MinimumScaleIsAuto = True

Display or hide chart axis

'Display axis
cht.HasAxis(xlCategory) = True

'Hide axis
cht.HasAxis(xlValue, xlSecondary) = False

Display or hide chart title

'Display axis title
cht.Axes(xlCategory, xlSecondary).HasTitle = True

'Hide axis title
cht.Axes(xlValue).HasTitle = False

Change chart axis title text

'Change axis title text
cht.Axes(xlCategory).AxisTitle.Text = "My Axis Title"

Reverse the order of a category axis

'Reverse the order of a catetory axis
cht.Axes(xlCategory).ReversePlotOrder = True

'Set category axis to default order
cht.Axes(xlCategory).ReversePlotOrder = False

Gridlines

Gridlines help a user to see the relative position of an item compared to the axis.

Add or delete gridlines

'Add gridlines
cht.SetElement (msoElementPrimaryValueGridLinesMajor)
cht.SetElement (msoElementPrimaryCategoryGridLinesMajor)
cht.SetElement (msoElementPrimaryValueGridLinesMinorMajor)
cht.SetElement (msoElementPrimaryCategoryGridLinesMinorMajor)

'Delete gridlines
cht.Axes(xlValue).MajorGridlines.Delete
cht.Axes(xlValue).MinorGridlines.Delete
cht.Axes(xlCategory).MajorGridlines.Delete
cht.Axes(xlCategory).MinorGridlines.Delete

Change color of gridlines

'Change colour of gridlines
cht.Axes(xlValue).MajorGridlines.Format.Line.ForeColor.RGB = RGB(255, 0, 0)

Change transparency of gridlines

'Change transparency of gridlines
cht.Axes(xlValue).MajorGridlines.Format.Line.Transparency = 0.5

Chart Title

The chart title is the text at the top of the chart.

All codes start with cht., as they assume a chart has been referenced using the codes earlier in this post.

Display or hide chart title

'Display chart title
cht.HasTitle = True

'Hide chart title
cht.HasTitle = False

Change chart title text

'Change chart title text
cht.ChartTitle.Text = "My Chart Title"

Position the chart title

'Position the chart title
cht.ChartTitle.Left = 10
cht.ChartTitle.Top = 10

Format the chart title

'Format the chart title
cht.ChartTitle.TextFrame2.TextRange.Font.Name = "Calibri"
cht.ChartTitle.TextFrame2.TextRange.Font.Size = 16
cht.ChartTitle.TextFrame2.TextRange.Font.Bold = msoTrue
cht.ChartTitle.TextFrame2.TextRange.Font.Bold = msoFalse
cht.ChartTitle.TextFrame2.TextRange.Font.Italic = msoTrue
cht.ChartTitle.TextFrame2.TextRange.Font.Italic = msoFalse

Chart Legend

The chart legend provides a color key to identify each series in the chart.

Display or hide the chart legend

'Display the legend
cht.HasLegend = True

'Hide the legend
cht.HasLegend = False

Position the legend

'Position the legend
cht.Legend.Position = xlLegendPositionTop
cht.Legend.Position = xlLegendPositionRight
cht.Legend.Position = xlLegendPositionLeft
cht.Legend.Position = xlLegendPositionCorner
cht.Legend.Position = xlLegendPositionBottom

'Allow legend to overlap the chart.
'False = allow overlap, True = due not overlap
cht.Legend.IncludeInLayout = False
cht.Legend.IncludeInLayout = True

'Move legend to a specific point
cht.Legend.Left = 20
cht.Legend.Top = 200
cht.Legend.Width = 100
cht.Legend.Height = 25

Plot Area

The Plot Area is the main body of the chart which contains the lines, bars, areas, bubbles, etc.

All codes start with cht., as they assume a chart has been referenced using the codes earlier in this post.

Background color of Plot Area

'Set background color of the plot area
cht.PlotArea.Format.Fill.ForeColor.RGB = RGB(255, 0, 0)


'Set plot area to no background color
cht.PlotArea.Format.Fill.Visible = msoFalse

Set position of Plot Area

'Set the size and position of the PlotArea. Top and Left are relative to the Chart Area.
cht.PlotArea.Left = 20
cht.PlotArea.Top = 20
cht.PlotArea.Width = 200
cht.PlotArea.Height = 150

Chart series

Chart series are the individual lines, bars, areas for each category.

All codes starting with srs. assume a chart’s series has been assigned to a variable.

Add a new chart series

'Add a new chart series
Set srs = cht.SeriesCollection.NewSeries
srs.Values = "=Sheet1!$C$2:$C$6"
srs.Name = "=""New Series"""

'Set the values for the X axis when using XY Scatter
srs.XValues = "=Sheet1!$D$2:$D$6"

Reference a chart series

Set up a Series variable to hold a chart series:

• 1 = First chart series
• 2 = Second chart series
• etc, etc.

Dim srs As Series
Set srs = cht.SeriesCollection(1)

Referencing a chart series by name

Dim srs As Series
Set srs = cht.SeriesCollection("Series Name")

Delete a chart series

'Delete chart series
srs.Delete

Loop through each chart series

Dim srs As Series
For Each srs In cht.SeriesCollection

    'Do something to each series
    'See the codes below starting with "srs."

Next srs

Change series data

'Change series source data and name
srs.Values = "=Sheet1!$C$2:$C$6"
srs.Name = "=""Change Series Name"""

Changing fill or line colors

'Change fill colour
srs.Format.Fill.ForeColor.RGB = RGB(255, 0, 0)

'Change line colour
srs.Format.Line.ForeColor.RGB = RGB(255, 0, 0)

Changing visibility

'Change visibility of line
srs.Format.Line.Visible = msoTrue

Changing line weight

'Change line weight
srs.Format.Line.Weight = 10

Changing line style

'Change line style
srs.Format.Line.DashStyle = msoLineDash
srs.Format.Line.DashStyle = msoLineSolid
srs.Format.Line.DashStyle = msoLineSysDot
srs.Format.Line.DashStyle = msoLineSysDash
srs.Format.Line.DashStyle = msoLineDashDot
srs.Format.Line.DashStyle = msoLineLongDash
srs.Format.Line.DashStyle = msoLineLongDashDot
srs.Format.Line.DashStyle = msoLineLongDashDotDot

Formatting markers

'Changer marker type
srs.MarkerStyle = xlMarkerStyleAutomatic
srs.MarkerStyle = xlMarkerStyleCircle
srs.MarkerStyle = xlMarkerStyleDash
srs.MarkerStyle = xlMarkerStyleDiamond
srs.MarkerStyle = xlMarkerStyleDot
srs.MarkerStyle = xlMarkerStyleNone

'Change marker border color
srs.MarkerForegroundColor = RGB(255, 0, 0)

'Change marker fill color
srs.MarkerBackgroundColor = RGB(255, 0, 0)

'Change marker size
srs.MarkerSize = 8

Data labels

Data labels display additional information (such as the value, or series name) to a data point in a chart series.

All codes starting with srs. assume a chart’s series has been assigned to a variable.

Display or hide data labels

'Display data labels on all points in the series
srs.HasDataLabels = True

'Hide data labels on all points in the series
srs.HasDataLabels = False

Change the position of data labels

'Position data labels
'The label position must be a valid option for the chart type.
srs.DataLabels.Position = xlLabelPositionAbove
srs.DataLabels.Position = xlLabelPositionBelow
srs.DataLabels.Position = xlLabelPositionLeft
srs.DataLabels.Position = xlLabelPositionRight
srs.DataLabels.Position = xlLabelPositionCenter
srs.DataLabels.Position = xlLabelPositionInsideEnd
srs.DataLabels.Position = xlLabelPositionInsideBase
srs.DataLabels.Position = xlLabelPositionOutsideEnd

Error Bars

Error bars were originally intended to show variation (e.g. min/max values) in a value. However, they also commonly used in advanced chart techniques to create additional visual elements.

All codes starting with srs. assume a chart’s series has been assigned to a variable.

Turn error bars on/off

'Turn error bars on/off
srs.HasErrorBars = True
srs.HasErrorBars = False

Error bar end cap style

'Change end style of error bar
srs.ErrorBars.EndStyle = xlNoCap
srs.ErrorBars.EndStyle = xlCap

Error bar color

'Change color of error bars
srs.ErrorBars.Format.Line.ForeColor.RGB = RGB(255, 0, 0)

Error bar thickness

'Change thickness of error bars
srs.ErrorBars.Format.Line.Weight = 5

Error bar direction settings

'Error bar settings
srs.ErrorBar Direction:=xlY, _
    Include:=xlPlusValues, _
    Type:=xlFixedValue, _
    Amount:=100
'Alternatives options for the error bar settings are
'Direction:=xlX
'Include:=xlMinusValues
'Include:=xlPlusValues
'Include:=xlBoth
'Type:=xlFixedValue
'Type:=xlPercent
'Type:=xlStDev
'Type:=xlStError
'Type:=xlCustom

'Applying custom values to error bars
srs.ErrorBar Direction:=xlY, _
    Include:=xlPlusValues, _
    Type:=xlCustom, _
    Amount:="=Sheet1!$A$2:$A$7", _
    MinusValues:="=Sheet1!$A$2:$A$7"

Data points

Each data point on a chart series is known as a Point.

Reference a specific point

The following code will reference the first Point.

1 = First chart series
2 = Second chart series
etc, etc.

Dim srs As Series 
Dim pnt As Point

Set srs = cht.SeriesCollection(1)
Set pnt = srs.Points(1)

Loop through all points

Dim srs As Series 
Dim pnt As Point

Set srs = cht.SeriesCollection(1)

For Each pnt In srs.Points

    'Do something to each point, using "pnt."

Next pnt

Point example VBA codes

Points have similar properties to Series, but the properties are applied to a single data point in the series rather than the whole series. See a few examples below, just to give you the idea.

Turn on data label for a point

'Turn on data label 
pnt.HasDataLabel = True

Set the data label position for a point

'Set the position of a data label
pnt.DataLabel.Position = xlLabelPositionCenter

Other useful chart macros

In this section, I’ve included other useful chart macros which are not covered by the example codes above.

Make chart cover cell range

The following code changes the location and size of the active chart to fit directly over the range G4:N20

Sub FitChartToRange()

'Declare variables
Dim cht As Chart
Dim rng As Range

'Assign objects to variables
Set cht = ActiveChart
Set rng = ActiveSheet.Range("G4:N20")

'Move and resize chart
cht.Parent.Left = rng.Left
cht.Parent.Top = rng.Top
cht.Parent.Width = rng.Width
cht.Parent.Height = rng.Height

End Sub

Export the chart as an image

The following code saves the active chart to an image in the predefined location

Sub ExportSingleChartAsImage()

'Create a variable to hold the path and name of image
Dim imagePath As String
Dim cht As Chart

imagePath = "C:UsersmarksDocumentsmyImage.png"
Set cht = ActiveChart

'Export the chart
cht.Export (imagePath)

End Sub

Resize all charts to the same size as the active chart

The following code resizes all charts on the Active Sheet to be the same size as the active chart.

Sub ResizeAllCharts()

'Create variables to hold chart dimensions
Dim chtHeight As Long
Dim chtWidth As Long

'Create variable to loop through chart objects
Dim chtObj As ChartObject

'Get the size of the first selected chart
chtHeight = ActiveChart.Parent.Height
chtWidth = ActiveChart.Parent.Width

For Each chtObj In ActiveSheet.ChartObjects

    chtObj.Height = chtHeight
    chtObj.Width = chtWidth

Next chtObj

End Sub

Bringing it all together

Just to prove how we can use these code snippets, I have created a macro to build bullet charts.

This isn’t necessarily the most efficient way to write the code, but it is to demonstrate that by understanding the code above we can create a lot of charts.

The data looks like this:

The chart looks like this:

The code which achieves this is as follows:

Sub CreateBulletChart()

Dim cht As Chart
Dim srs As Series
Dim rng As Range

'Create an empty chart
Set cht = Sheets("Sheet3").Shapes.AddChart2.Chart

'Change chart title text
cht.ChartTitle.Text = "Bullet Chart with VBA"

'Hide the legend
cht.HasLegend = False

'Change chart type
cht.ChartType = xlBarClustered

'Select source for a chart
Set rng = Sheets("Sheet3").Range("A1:D4")
cht.SetSourceData Source:=rng

'Reverse the order of a catetory axis
cht.Axes(xlCategory).ReversePlotOrder = True

'Change the overlap setting of bars
cht.ChartGroups(1).Overlap = 100

'Change the gap space between bars
cht.ChartGroups(1).GapWidth = 50

'Change fill colour
Set srs = cht.SeriesCollection(1)
srs.Format.Fill.ForeColor.RGB = RGB(200, 200, 200)

Set srs = cht.SeriesCollection(2)
srs.Format.Fill.ForeColor.RGB = RGB(150, 150, 150)

Set srs = cht.SeriesCollection(3)
srs.Format.Fill.ForeColor.RGB = RGB(100, 100, 100)

'Add a new chart series
Set srs = cht.SeriesCollection.NewSeries
srs.Values = "=Sheet3!$B$7:$D$7"
srs.XValues = "=Sheet3!$B$5:$D$5"
srs.Name = "=""Actual"""

'Change chart type
srs.ChartType = xlXYScatter

'Turn error bars on/off
srs.HasErrorBars = True

'Change end style of error bar
srs.ErrorBars.EndStyle = xlNoCap

'Set the error bars
srs.ErrorBar Direction:=xlY, _
    Include:=xlNone, _
    Type:=xlErrorBarTypeCustom

srs.ErrorBar Direction:=xlX, _
    Include:=xlMinusValues, _
    Type:=xlPercent, _
    Amount:=100

'Change color of error bars
srs.ErrorBars.Format.Line.ForeColor.RGB = RGB(0, 0, 0)

'Change thickness of error bars
srs.ErrorBars.Format.Line.Weight = 14

'Change marker type
srs.MarkerStyle = xlMarkerStyleNone

'Add a new chart series
Set srs = cht.SeriesCollection.NewSeries
srs.Values = "=Sheet3!$B$7:$D$7"
srs.XValues = "=Sheet3!$B$6:$D$6"
srs.Name = "=""Target"""

'Change chart type
srs.ChartType = xlXYScatter

'Turn error bars on/off
srs.HasErrorBars = True

'Change end style of error bar
srs.ErrorBars.EndStyle = xlNoCap

srs.ErrorBar Direction:=xlX, _
    Include:=xlNone, _
    Type:=xlErrorBarTypeCustom

srs.ErrorBar Direction:=xlY, _
    Include:=xlBoth, _
    Type:=xlFixedValue, _
    Amount:=0.45

'Change color of error bars
srs.ErrorBars.Format.Line.ForeColor.RGB = RGB(255, 0, 0)

'Change thickness of error bars
srs.ErrorBars.Format.Line.Weight = 2

'Changer marker type
srs.MarkerStyle = xlMarkerStyleNone

'Set chart axis min and max
cht.Axes(xlValue, xlSecondary).MaximumScale = cht.SeriesCollection(1).Points.Count
cht.Axes(xlValue, xlSecondary).MinimumScale = 0

'Hide axis
cht.HasAxis(xlValue, xlSecondary) = False

End Sub

Using the Macro Recorder for VBA for charts and graphs

The Macro Recorder is one of the most useful tools for writing VBA for Excel charts. The DOM is so vast that it can be challenging to know how to refer to a specific object, property or method. Studying the code produced by the Macro Recorder will provide the parts of the DOM which you don’t know.

As a note, the Macro Recorder creates poorly constructed code; it selects each object before manipulating it (this is what you did with the mouse after all). But this is OK for us. Once we understand the DOM, we can take just the parts of the code we need and ensure we put them into the right part of the hierarchy.

Conclusion

As you’ve seen in this post, the Document Object Model for charts and graphs in Excel is vast (and we’ve only scratched the surface.

I hope that through all the examples in this post you have a better understanding of VBA for charts and graphs in Excel. With this knowledge, I’m sure you will be able to automate your chart creation and modification.

Have I missed any useful codes? If so, put them in the comments.

Looking for other detailed VBA guides? Check out these posts:

• VBA for Tables & List Objects
• VBA for PivotTables
• VBA to insert, move, delete and control pictures

Excel charts and graphs are used to visually display data. In this tutorial, we are going to cover how to use VBA to create and manipulate charts and chart elements.

You can create embedded charts in a worksheet or charts on their own chart sheets.

Creating an Embedded Chart Using VBA

We have the range A1:B4 which contains the source data, shown below:

You can create a chart using the ChartObjects.Add method. The following code will create an embedded chart on the worksheet:

Sub CreateEmbeddedChartUsingChartObject()

Dim embeddedchart As ChartObject

Set embeddedchart = Sheets("Sheet1").ChartObjects.Add(Left:=180, Width:=300, Top:=7, Height:=200)
embeddedchart.Chart.SetSourceData Source:=Sheets("Sheet1").Range("A1:B4")

End Sub

The result is:

You can also create a chart using the Shapes.AddChart method. The following code will create an embedded chart on the worksheet:

Sub CreateEmbeddedChartUsingShapesAddChart()

Dim embeddedchart As Shape

Set embeddedchart = Sheets("Sheet1").Shapes.AddChart
embeddedchart.Chart.SetSourceData Source:=Sheets("Sheet1").Range("A1:B4")

End Sub

Specifying a Chart Type Using VBA

We have the range A1:B5 which contains the source data, shown below:

You can specify a chart type using the ChartType Property. The following code will create a pie chart on the worksheet since the ChartType Property has been set to xlPie:

Sub SpecifyAChartType()

Dim chrt As ChartObject

Set chrt = Sheets("Sheet1").ChartObjects.Add(Left:=180, Width:=270, Top:=7, Height:=210)
chrt.Chart.SetSourceData Source:=Sheets("Sheet1").Range("A1:B5")
chrt.Chart.ChartType = xlPie

End Sub

The result is:

These are some of the popular chart types that are usually specified, although there are others:

• xlArea
• xlPie
• xlLine
• xlRadar
• xlXYScatter
• xlSurface
• xlBubble
• xlBarClustered
• xlColumnClustered

Adding a Chart Title Using VBA

We have a chart selected in the worksheet as shown below:

You have to add a chart title first using the Chart.SetElement method and then specify the text of the chart title by setting the ChartTitle.Text property.

The following code shows you how to add a chart title and specify the text of the title of the Active Chart:

Sub AddingAndSettingAChartTitle()

ActiveChart.SetElement (msoElementChartTitleAboveChart)
    ActiveChart.ChartTitle.Text = "The Sales of the Product"
    
End Sub

The result is:

Note: You must select the chart first to make it the Active Chart to be able to use the ActiveChart object in your code.

Changing the Chart Background Color Using VBA

We have a chart selected in the worksheet as shown below:

You can change the background color of the entire chart by setting the RGB property of the FillFormat object of the ChartArea object. The following code will give the chart a light orange background color:

Sub AddingABackgroundColorToTheChartArea()

ActiveChart.ChartArea.Format.Fill.ForeColor.RGB = RGB(253, 242, 227)

End Sub

The result is:

You can also change the background color of the entire chart by setting the ColorIndex property of the Interior object of the ChartArea object. The following code will give the chart an orange background color:

Sub AddingABackgroundColorToTheChartArea()

ActiveChart.ChartArea.Interior.ColorIndex = 40

End Sub

The result is:

Note: The ColorIndex property allows you to specify a color based on a value from 1 to 56, drawn from the preset palette, to see which values represent the different colors, click here.

Changing the Chart Plot Area Color Using VBA

We have a chart selected in the worksheet as shown below:

You can change the background color of just the plot area of the chart, by setting the RGB property of the FillFormat object of the PlotArea object. The following code will give the plot area of the chart a light green background color:

Sub AddingABackgroundColorToThePlotArea()

ActiveChart.PlotArea.Format.Fill.ForeColor.RGB = RGB(208, 254, 202)
    
End Sub

The result is:

Adding a Legend Using VBA

We have a chart selected in the worksheet, as shown below:

You can add a legend using the Chart.SetElement method. The following code adds a legend to the left of the chart:

Sub AddingALegend()

ActiveChart.SetElement (msoElementLegendLeft)

End Sub

The result is:

You can specify the position of the legend in the following ways:

• msoElementLegendLeft – displays the legend on the left side of the chart.
• msoElementLegendLeftOverlay – overlays the legend on the left side of the chart.
• msoElementLegendRight – displays the legend on the right side of the chart.
• msoElementLegendRightOverlay – overlays the legend on the right side of the chart.
• msoElementLegendBottom – displays the legend at the bottom of the chart.
• msoElementLegendTop – displays the legend at the top of the chart.

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Adding Data Labels Using VBA

We have a chart selected in the worksheet, as shown below:

You can add data labels using the Chart.SetElement method. The following code adds data labels to the inside end of the chart:

Sub AddingADataLabels()

ActiveChart.SetElement msoElementDataLabelInsideEnd

End Sub

The result is:

You can specify how the data labels are positioned in the following ways:

• msoElementDataLabelShow – display data labels.
• msoElementDataLabelRight – displays data labels on the right of the chart.
• msoElementDataLabelLeft – displays data labels on the left of the chart.
• msoElementDataLabelTop – displays data labels at the top of the chart.
• msoElementDataLabelBestFit – determines the best fit.
• msoElementDataLabelBottom – displays data labels at the bottom of the chart.
• msoElementDataLabelCallout – displays data labels as a callout.
• msoElementDataLabelCenter – displays data labels on the center.
• msoElementDataLabelInsideBase – displays data labels on the inside base.
• msoElementDataLabelOutSideEnd – displays data labels on the outside end of the chart.
• msoElementDataLabelInsideEnd – displays data labels on the inside end of the chart.

Adding an X-axis and Title in VBA

We have a chart selected in the worksheet, as shown below:

You can add an X-axis and X-axis title using the Chart.SetElement method. The following code adds an X-axis and X-axis title to the chart:

Sub AddingAnXAxisandXTitle()

With ActiveChart
.SetElement msoElementPrimaryCategoryAxisShow
.SetElement msoElementPrimaryCategoryAxisTitleHorizontal
End With


End Sub

The result is:

Adding a Y-axis and Title in VBA

We have a chart selected in the worksheet, as shown below:

You can add a Y-axis and Y-axis title using the Chart.SetElement method. The following code adds an Y-axis and Y-axis title to the chart:

Sub AddingAYAxisandYTitle()

With ActiveChart
.SetElement msoElementPrimaryValueAxisShow
.SetElement msoElementPrimaryValueAxisTitleHorizontal
End With
End Sub

The result is:

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Changing the Number Format of An Axis

We have a chart selected in the worksheet, as shown below:

You can change the number format of an axis. The following code changes the number format of the y-axis to currency:

Sub ChangingTheNumberFormat()

ActiveChart.Axes(xlValue).TickLabels.NumberFormat = "$#,##0.00"

End Sub

The result is:

Changing the Formatting of the Font in a Chart

We have the following chart selected in the worksheet as shown below:

You can change the formatting of the entire chart font, by referring to the font object and changing its name, font weight, and size. The following code changes the type, weight and size of the font of the entire chart.

Sub ChangingTheFontFormatting()

With ActiveChart


.ChartArea.Format.TextFrame2.TextRange.Font.Name = "Times New Roman"
.ChartArea.Format.TextFrame2.TextRange.Font.Bold = True
.ChartArea.Format.TextFrame2.TextRange.Font.Size = 14

End With

The result is:

Deleting a Chart Using VBA

We have a chart selected in the worksheet, as shown below:

We can use the following code in order to delete this chart:

Sub DeletingTheChart()

ActiveChart.Parent.Delete

End Sub

Referring to the ChartObjects Collection

You can access all the embedded charts in your worksheet or workbook by referring to the ChartObjects collection. We have two charts on the same sheet shown below:

We will refer to the ChartObjects collection in order to give both charts on the worksheet the same height, width, delete the gridlines, make the background color the same, give the charts the same plot area color and make the plot area line color the same color:

Sub ReferringToAllTheChartsOnASheet()

Dim cht As ChartObject

For Each cht In ActiveSheet.ChartObjects
cht.Height = 144.85
cht.Width = 246.61

cht.Chart.Axes(xlValue).MajorGridlines.Delete
cht.Chart.PlotArea.Format.Fill.ForeColor.RGB = RGB(242, 242, 242)
cht.Chart.ChartArea.Format.Fill.ForeColor.RGB = RGB(234, 234, 234)
cht.Chart.PlotArea.Format.Line.ForeColor.RGB = RGB(18, 97, 172)

Next cht

End Sub

The result is:

Inserting a Chart on Its Own Chart Sheet

We have the range A1:B6 which contains the source data, shown below:

You can create a chart using the Charts.Add method. The following code will create a chart on its own chart sheet:

Sub InsertingAChartOnItsOwnChartSheet()

Sheets("Sheet1").Range("A1:B6").Select
Charts.Add

End Sub

The result is:

See some of our other charting tutorials:

Charts in Excel

Create a Bar Chart in VBA

Создание диаграммы с диапазонами и фиксированное имя

Графики могут быть созданы путем непосредственной работы с объектом Series который определяет данные диаграммы. Чтобы перейти к Series без диаграммы exisitng, вы создаете ChartObject на данном Worksheet а затем получаете объект Chart из него. Поверхность работы с объектом « Series заключается в том, что вы можете установить Values и XValues , обратившись к объектам Range . Эти свойства данных будут правильно определять Series со ссылками на эти диапазоны. Недостатком этого подхода является то, что при настройке Name не обрабатывается одно и то же преобразование; это фиксированное значение. Он не будет корректироваться с базовыми данными в исходном Range . Проверка формулы SERIES и очевидно, что имя исправлено. Это необходимо обработать, создав формулу SERIES напрямую.

Код, используемый для создания диаграммы

Обратите внимание, что этот код содержит объявления дополнительных переменных для Chart и Worksheet . Они могут быть опущены, если они не используются. Они могут быть полезны, однако, если вы изменяете стиль или любые другие свойства диаграммы.

Sub CreateChartWithRangesAndFixedName()

    Dim xData As Range
    Dim yData As Range
    Dim serName As Range
    
    'set the ranges to get the data and y value label
    Set xData = Range("B3:B12")
    Set yData = Range("C3:C12")
    Set serName = Range("C2")
    
    'get reference to ActiveSheet
    Dim sht As Worksheet
    Set sht = ActiveSheet
    
    'create a new ChartObject at position (48, 195) with width 400 and height 300
    Dim chtObj As ChartObject
    Set chtObj = sht.ChartObjects.Add(48, 195, 400, 300)
    
    'get reference to chart object
    Dim cht As Chart
    Set cht = chtObj.Chart
    
    'create the new series
    Dim ser As Series
    Set ser = cht.SeriesCollection.NewSeries
    
    ser.Values = yData
    ser.XValues = xData
    ser.Name = serName
    
    ser.ChartType = xlXYScatterLines

End Sub

Исходные данные / диапазоны и итоговая Chart после Chart кода

Обратите внимание, что формула SERIES включает в себя "B" для названия серии вместо ссылки на Range который ее создал.

Создание пустой диаграммы

Отправной точкой для подавляющего большинства графического кода является создание пустой Chart . Обратите внимание , что эта Chart является предметом шаблона диаграммы по умолчанию , который является активным и не может на самом деле быть пустым (если шаблон был изменен).

Ключ к ChartObject определяет его местоположение. Синтаксис вызова — ChartObjects.Add(Left, Top, Width, Height) . После создания ChartObject вы можете использовать его объект Chart для фактического изменения диаграммы. ChartObject ведет себя больше как Shape чтобы расположить диаграмму на листе.

Код для создания пустой диаграммы

Sub CreateEmptyChart()
    
    'get reference to ActiveSheet
    Dim sht As Worksheet
    Set sht = ActiveSheet
    
    'create a new ChartObject at position (0, 0) with width 400 and height 300
    Dim chtObj As ChartObject
    Set chtObj = sht.ChartObjects.Add(0, 0, 400, 300)
    
    'get refernce to chart object
    Dim cht As Chart
    Set cht = chtObj.Chart
    
    'additional code to modify the empty chart
    '...

End Sub

Результирующая диаграмма

Создание диаграммы путем изменения формулы SERIES

Для полного контроля над новым объектом Chart и Series (особенно для динамического названия Series ) вы должны прибегнуть к модификации формулы SERIES напрямую. Процесс создания объектов Range является простым, и основным препятствием является просто построение строки для формулы SERIES .

Формула SERIES принимает следующий синтаксис:

=SERIES(Name,XValues,Values,Order)

Это содержимое может быть предоставлено в виде ссылок или значений массива для элементов данных. Order представляет собой серию позиций в диаграмме. Обратите внимание, что ссылки на данные не будут работать, если они не полностью соответствуют имени листа. Для примера рабочей формулы щелкните любую существующую серию и проверьте панель формул.

Код для создания диаграммы и настройки данных с использованием формулы SERIES

Обратите внимание, что построение строки для создания формулы SERIES использует .Address(,,,True) . Это гарантирует, что ссылка внешнего диапазона используется так, чтобы был включен полный адрес с именем листа. Вы получите сообщение об ошибке, если имя листа исключено .

Sub CreateChartUsingSeriesFormula()

    Dim xData As Range
    Dim yData As Range
    Dim serName As Range
    
    'set the ranges to get the data and y value label
    Set xData = Range("B3:B12")
    Set yData = Range("C3:C12")
    Set serName = Range("C2")
    
    'get reference to ActiveSheet
    Dim sht As Worksheet
    Set sht = ActiveSheet
    
    'create a new ChartObject at position (48, 195) with width 400 and height 300
    Dim chtObj As ChartObject
    Set chtObj = sht.ChartObjects.Add(48, 195, 400, 300)
    
    'get refernce to chart object
    Dim cht As Chart
    Set cht = chtObj.Chart
    
    'create the new series
    Dim ser As Series
    Set ser = cht.SeriesCollection.NewSeries
    
    'set the SERIES formula
    '=SERIES(name, xData, yData, plotOrder)
    
    Dim formulaValue As String
    formulaValue = "=SERIES(" & _
        serName.Address(, , , True) & "," & _
        xData.Address(, , , True) & "," & _
        yData.Address(, , , True) & ",1)"
    
    ser.Formula = formulaValue
    ser.ChartType = xlXYScatterLines

End Sub

Исходные данные и итоговая диаграмма

Обратите внимание, что для этой диаграммы имя серии правильно задано с диапазоном до нужной ячейки. Это означает, что обновления будут распространяться на Chart .

Размещение диаграмм в сетке

Обычная работа с графиками в Excel — это стандартизация размера и компоновки нескольких диаграмм на одном листе. Если сделать это вручную, вы можете удерживать ALT при изменении размера или перемещении диаграммы, чтобы «придерживаться» границ ячеек. Это работает для пары диаграмм, но подход VBA намного проще.

Код для создания сетки

Этот код создаст сетку диаграмм, начинающихся с заданной (верхней, левой) позиции, с определенным количеством столбцов и определенным общим размером диаграммы. Графики будут размещены в том порядке, в котором они были созданы, и обернут вокруг края, чтобы сформировать новую строку.

Sub CreateGridOfCharts()

    Dim int_cols As Integer
    int_cols = 3
    
    Dim cht_width As Double
    cht_width = 250
        
    Dim cht_height As Double
    cht_height = 200
    
    Dim offset_vertical As Double
    offset_vertical = 195
    
    Dim offset_horz As Double
    offset_horz = 40

    Dim sht As Worksheet
    Set sht = ActiveSheet

    Dim count As Integer
    count = 0
    
    'iterate through ChartObjects on current sheet
    Dim cht_obj As ChartObject
    For Each cht_obj In sht.ChartObjects
        
        'use integer division and Mod to get position in grid
        cht_obj.Top = (count  int_cols) * cht_height + offset_vertical
        cht_obj.Left = (count Mod int_cols) * cht_width + offset_horz
        cht_obj.Width = cht_width
        cht_obj.Height = cht_height

        count = count + 1

    Next cht_obj
End Sub

Результат с несколькими графиками

Эти снимки показывают исходную случайную компоновку диаграмм и результирующую сетку от запуска кода выше.

До

После