I'm experiencing a problem with Excel Services and charts:
If in my excel pivot chart I use the default style, when publishing the excel to sharepoint all goes well. When I try to make some customization on the pivot chart (e.g. add data labels) they are kept unless the pivot data is updated adding a new row.
Specifically, I have pivot data with dates as rows and the filter is saved on "Today". When the day change, my chart style is lost (reverted to the default one).
Does anyone know about this odd behavior? Is there some setting in excel or Excel Service I'm missing?
Thanks
In client Excel, refreshing the pivot table often reverts formatting of the table and related chart to the default. Microsoft doesn't quite admit it's a bug, but suggests recording a macro when you reformat your chart, so you can rerun the macro. I suppose this doesn't help in Excel Services.
I ran into this same problem when I tried to make my data labels vertical. I found that you could prevent it from happening if you saved your chart design as a template. So the steps for the workaround are
1. Style the chart as you want it to look.
2. Go to the Design tab of the PivotChart Tools group.
3. Hit the 2nd button to the left labeled Save as Template
4. Save the template, the name and the location don't seem to matter.
5. Then save back to sharepoint, now your style will stay even as you save.
Related
When connecting to AnalysisService / Cube with Excel, I have a PivotTable in a Excel Tab.
Here it is.
And the PivotTable settings is in the Sheet1
THEN I do double-click in the corresponding cell where excel tells me "DOUBLE CLICK"
What I am trying to say is that I can perform many Pivot Table and filters, and excel creates, for every settings, a NEW TAB after I perform also the Double-click.
Ok.
But then, how I recall again the original settings for each Excel TAB ?
What is the way to show the originals parameters for every Tab, in Excel, that were used to compute and search or filter some results ?
Maybe there is not a way.
Microsoft® Excel® for Microsoft 365 MSO
Version 2111 Build 16.0.14701.20278) 64-bit
The results in a Excel TAB (Just an example) after doing the double-click to compute the fields putted in the PivotTable
The question is. How, from the results, I can return back to the original settings that originated the table data ? If I don't remember the original parameters that I've put, how I see them again, FOR EVERY TAB ?
If it's not clear, please let me know in the comments
Thanks !
once the query is submitted, there's noway to see the original filter.
I have an Alteryx workflow that will output to different tabs in an excel workbook. These tabs will essentially be deleted and a new tab will take its place with the most current outputted information once the workflow is ran.
I would like to automate the plotting of this data set with a properly configured chart in another tab that dynamically references the data found in the tabs that are being updated from running the Alteryx workflow.
Essentially, once the data set updates, the chart will reflect these changes.
How can this be done? Is VBA required?
EDIT: More information
There are 2 tabs that Alteryx will output to. There will be no additional tabs created other than the 2 tabs.
When the Alteryx workflow is ran to update the data, each tab is deleted and recreated with the updated information
Workbook is closed when Alteryx is ran
The information from each tab is plotted separately
I was thinking that either powerquery (no experience with) or VBA could solve this issue. My vision of the solution would be a macro that is ran everytime the data is updated to plot the data.
I have a existing chart in pptx file, i just want to update its values on daily basis, these charts are already plotted from excel and paste into pptx, i just want to modify the charts ,
but i don't know how many properties are there in charts like series, category and title properties.
i am able to print the chart series and category data, but when i modify these with chart.replace_data(chart_data)
i am getting error like below
return self._chart_part.related_parts[xlsx_part_rId]
KeyError: 'rId4'
I ma using below code to print the values ,
for series in chart.plots:
for i in series.categories:
cat_list.append(i)
for series in chart.series:
for value in series.values:
ser_list.append(value)
the graph looks like below
How can i modify such graphs with updated values which i will be passing from excel to pptx.
I suspect the problem is rooted in the "pasting from Excel" step.
One thing you can try is to right-click on the chart and choose "Edit values in Excel". If that doesn't work for any reason, that would explain the error you're seeing. If it does work, try saving and run the python-pptx code against the saved version.
An alternative, perhaps more reliable fix would be to recreate the chart natively in PowerPoint, starting from adding a new column-chart and adjusting it until you get what you see here. Then you should be able to update it daily with pretty much the code you mentioned (although your ser_list variable will accumulate values for all series in the chart if there is more than one).
To understand why this could be happening, it's important to observe that a chart does not have to have an Excel worksheet "behind" it. It can, and perhaps does in this pasting case, simply have fixed literal values that are embedded in the chart XML itself. The up-side of this is the pasting operation doesn't need to create a whole Excel spreadsheet, which might be tricky in a cut-and-paste context. The down-side is the values can't be conveniently changed using the standard methods.
I haven't tried working with one of those lately so I don't know if editing and saving the data adds a new Excel object created from the embedded values or not, but this might explain the behavior you're seeing.
I am looking to develop a pivotchart of meaningful data related to employees. Lets say it's a graph of employees with infractions by month.
We have a graph that graphs it based on the COUNT of employees that got an infraction for that month. What I am looking to do is make it very easy for management to see the graph and then see the names that contributed to a large count for a month.
However, upon selecting a certain pivot chart cell (Lets say March had a LOT of infractions on the chart and we want to know who was a part of it). Upon double clicking the cell, it then brings up a "Show Detail" window, we select the cell Name since we want to know the names - however that doesn't help because it just puts the names as part of the legend and screws up the chart.
What are some ways to get it to display the names that contributed to the count for the month? I am thinking something along these lines:
-Upon mousing over the data point of the pivot chart, the tooltip is a list of the names
-Upon clicking on it, it displays a table at the bottom that shows the data from the table that contributed to that month (including names).
Anything along those lines. Any help is much appreciated, I do have experience with VBA - but sadly not in Excel yet.E
The best solution would be to check the PivotTable associated with the PivotChart.
When you show detail on the chart the change will be mirrored in the PivotTable.
For more information check out Overview of PivotTable and PivotChart reports # office.microsoft.com
I need to feed data into a line chart with VBA. I need to give a basic unidimensional range when I do it with Excel in a raw test. The thing is that now I need to hide some things in VBA code, so that the user just sees a curve resulting of some basic input at the click of a button.
I think there are at least two options for me :
either have the chart object placed in the Excel before, and having it point to some VBA snippet. In this case, should I somehow point to VBA from Excel ? Or would VBA access the chart area by some ID ?
create everything dynamically from VBA, the chart window, the chart, and the series input. This might be trickier to figure out maybe as I have frozen panes, so there would be the question of which pane is active (I'd like to avoid to have to do Selects to select the right one)
What would you recommend ? And in either case, how to actually do it ? What type of data to put in ?
Thank you so much !
I was involved in a project a couple of years ago that might be relevant.
A report was created monthly for the organisation's management board which contained dozens of charts. It was a near full time job for a statistician to collate and process data from across the organisation that provided the source data for these charts. I was asked to automate what could be automated.
It became clear that the appearance of the chart could not be automated. The statistician and the management board's staff held regular discussions and often agreed minor changes which they thought would better present the organisation's performance.
I could automate the collection of the data, its processing and placing of the results in the ranges from which the charts got their data. The most I ever did with a chart was change the size of a source range.
What would be the parameters that would control your macro's changes to a chart? How would your macro get the determine: type of chart, nature of the axes, text, etc?
Hope these thoughts help. I could look out my notes if my experience seems particularly relevant.