Making a Dynamic Dashboard in Excel [Part 3 of 4]

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This is a guest post by Myles Arnott from Clarity Consultancy Services – UK.

In this post we are going to look at a simple example of the VBA behind the Dynamic Dashboard. Essentially we will learn to write macros for doing this:

Moving Charts in Dynamic Dashboard using VBA

The dynamic dashboard VBA example can be downloaded here [Mirror]

Some VBA essentials

Defining variables:
First we need to define variables “left” and “top” as integers.
Dim left As Integer
Dim top As Integer

Next we need to set a value for these variables. To do this I have created two named ranges in the Excel file called Left and Top. To make variable “left” equal to named range Left:
left = Range("Left").Value

and the equivalent for variable “top”
top = Range("Top").Value

Finally select the shape:
ActiveSheet.Shapes("Rounded Rectangle 1").Select

And define its position:
Selection.ShapeRange.top = top
Selection.ShapeRange.left = left

So the full code is:

Sub move_Image()
Dim left As Integer
Dim top As Integer

'Define the position values

left = Range("Left").Value
top = Range("Top").Value

'Select the shape and position it
ActiveSheet.Shapes("Rounded Rectangle 1").Select
Selection.ShapeRange.top = top
Selection.ShapeRange.left = left
End Sub

This code can be viewed by clicking on macros in the file.

Assign Macro to Rounded Rectangle Shape so that the Position is adjusted whenever you click on it

Once you have the code ready, you should assign it to the Rounded Rectangle 1, so that whenever you click on the rounded rectangle, the code is run.

What it does

In the downloadable file in Sheet1, enter values against the Top and Left positions in the input area (blue). Click on the shape to move it to the position you have defined.

How it works

Clicking on the shape runs macro “move_Image”.
The value for the position of the shape is linked from the named range to the variable.
The macro uses Selection.ShapeRange.top and Selection.ShapeRange.left to determine the position of the shape based on the variable value.

What Next?

We now know how to move objects using VBA. In the final part of the series learn how to pull all this together to create the dashboard.

Download the complete dashboard

Go ahead and download the dashboard excel file. The dynamic dashboard can be downloaded here [mirror, ZIP Version]

It works on Excel 2007 and above. You need to enable macros and links to make it work.

Added by PHD:

Myles has taken various important concepts like Microcharts, form controls, macros, camera snapshot, formulas etc and combined all these to create a truly outstanding dashboard. I am honored to feature his ideas and implementation here on PHD. I have learned several valuable tricks while exploring his dashboard. I am sure you would too.

If you like this tutorial please say thanks to Myles.

Related Material & Resources

This is a guest post by Myles Arnott from Clarity Consultancy Services – UK.

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28 Responses to “2010 Calendar – Excel Template [Downloads]”

  1. [...] Download and print the calendars today. You can add notes to individual dates or complete … [...] Uni Ego / Free 2010 Calendar – Download and Print Year 2010 Calendar today [...]

  2. William says:

    Afternoon,

    I have one similar calander that I added conditional formatting to so that I could highlight any planned factory holidays. I think i "borrowed" the formula from another calander so I won't post it here.

    I also added week numbers to it using the formula =WEEKNUM(MAX(C6:I6)) Where C6:I6 is the range of dates in that give week. It works fine on most of the months but return strange values on other months (Week 6 in October?) I can't see any logic behind why it does this.
    Any suggestions for an alternative formula to give the week numbers?

    Regards,

    William

  3. Miguel says:

    Hi Chandoo,
    I've added a new feature on your spreadsheet.
    This control can be useful for all the sheets where you need to check dates.

    Cheers

    http://cid-69a78592a23a8438.skydrive.live.com/self.aspx/.Public/2010-calendar%5E_Miguel.xls

  4. Nimesh says:

    Hi Chandoo,

    Nice calendar.
    Till now whichever calendar I saw in Excel, it contained only the outline sheet.
    Good to see monthly views and the mini view too.
    Liked the mini view much. 🙂

    -Nimesh

  5. Chandoo says:

    @William: This weeknum may be because the input dates to max are not properly formatting as excel dates.

    Good tip on the conditional formatting and holidays btw...

    @Migueal: Now that is super awesome. This is the reason why I love to blog. Readers will always one up me with such cool alternatives. Thank you for sharing this with us.

    @Nimesh: You are welcome 🙂

  6. Shish says:

    is it possible to get the Notes section on the outline page to display the notes added to the month page for a specific date?

    So if you add thing for January 2nd, and then select January 2nd those notes appear on the outline page

  7. Chandoo says:

    @Shish... You can do that using some formula magic. I would not recommend pushing excel to that as outlook / google calendar / icalc etc. do exactly that much more elegantly.

  8. Jörg says:

    Happy christmas to all of you!
    This is really awesome. The nicest calender I've seen for Excel. I also like Miguels version of the sheet.

    Just one "feature" is missing to me. As I live in Germany - where weeks start on Monday - I'd like to change this. Could someone please give me a hint how to do this?

    Thanks in advance

    Jörg

  9. Pedro says:

    Hi Chandoo, I’ve added some new features on your spreadsheet with your permission.

    Check it here:
    http://cid-6b219f16da7128e3.skydrive.live.com/self.aspx/.Public/Calendar%5E_Pedro.xlsm

    Miguel, this calendar is translated to Spanish language.

    Jörg, this new approach allows us to start weeks on Monday.

    Also it's possible to start weeks on Sunday if you enable Excel macros and push the arrows.
    Best Regards,
    Pedro.

  10. Chandoo says:

    @Pedro.. superb stuff.. thanks for sharing the file with all of us.

  11. Pedro says:

    Hi Chandoo, for dates before March 1, 1900 our calendars are wrong.
    In Microsoft Excel, DATE, EOMONTH, WEEKDAY functions return an incorrect result between Monday, January 1, 1900 and Wednesday, February 28, 1900.
    See this page: http://support.microsoft.com/kb/214326/en-us/
    Microsoft Excel incorrectly assumes that the year 1900 is a leap year in all Excel versions.
    That's the reason why our calendar versions only work from March, 1, 1900 until December, 31, 9999.
    Your comments are welcome.
    Pedro.

  12. Chandoo says:

    @Pedro.. Thanks for pointing that out. wow... This reminds me of the Joel Spolsky's first BillG review - http://www.joelonsoftware.com/items/2006/06/16.html (read it, I am sure you would love it.) when Bill out of blue asks about date time implementations for VBA (which Joel is the program manager for...)

    Thanks for sharing the URL too... Here is a specially made, chocolate sprinkled, extra fluffy donut for you 🙂

  13. Pedro says:

    Hi Chandoo, thanks a lot for the donut but I prefer it without chocolate!

    Always it's good to know a little history of Excel.
    The Joel Spolsky’s last BillG Excel review was about the "Hall of Tortured Souls"
    (See this Excel 95 Easter Egg here: http://www.eeggs.com/items/719.html)

    Do not miss the humor!

  14. Pedro says:

    @Chandoo.. I just return with a new calendar version.
    http://cid-6b219f16da7128e3.skydrive.live.com/self.aspx/.Public/calendar-pedrowave.xltx

    It helped me to practice conditional formatting, formulas to show check boxes, data validation drop down list, find out Thanksgiving Day's date for any year, how to find dates of public holidays using Excel, all reading your wonderful posts!

  15. Pedro says:

    Perpetual Calendar Spanish version starting weeks on Monday:
    http://cid-6b219f16da7128e3.skydrive.live.com/self.aspx/.Public/calendario-pedrowave.xltx
    Main characteristics:
    - Not macros.
    - Select a year from 1900 to 9999 with a dropdown listbox.
    - All date fields with the real date format.
    - Easy language change of day of the week and month names because are also dates.
    - Hide Saturdays and/or Sundays.
    - Week starting on Sunday or Monday.
    - Week and month numbers.
    - Hyperlink between sheets.
    - Consistent colors to Holidays, Diary and Events dates.
    - Easy change of Holidays by country.
    - Include 80 World Days and you can add more.
    - A diary with my birthday and 50 more programable appointments.
    - Check box to hide individual dates or all.
    - Holidays, diary and events text are showed on each month's sheet.
    - Ranges defined with Name Manager variables.
    I'll appreciate if you make me some suggestions to improve this calendar.
    Pedro.

  16. Joco1114 says:

    Please, I need help!
    I like all calendar from Pedro, thank you for them. Let me show my problem:

    I have 2 excel cells (for example AE12 and AE13) which mean the starting and the ending date of my duty. I need a macro to insert sheets with label YEAR. MONTH (for example 2010. August or similar) with the proper datas between the two dates. Is it possible?

    Thank you for reading me and sorry about my terribel english! 🙂

  17. Peter says:

    Hello Pedro,

    Thanks so much for the modified calendar template. I love the extra functionality you added. Is there any way you could upload an unlocked version? I wanted to change some of the comments and data validation so I could use it for one of my applications.

    As for feedback on potential improvements, with all the additions you made the file runs pretty slow. I'm sure this has to do with all the interconnectivity between the various tabs, but if there is a way to use less memory via more efficient formulas or something else I think this would make it easier to use. I have a brand new computer and with it running alone the response was pretty slow. One of the changes I'm making is changing the order of the months to match my company's fiscal year, so maybe something to automate a change like that could be useful.

    Cheers,

    Peter

  18. Pedro Wave says:

    Peter, my calendars are unlocked but you need Excel 2007 and 2010 versions to open them.

    Now I return with a new Programmable Task Calendar:
    http://cid-6b219f16da7128e3.office.live.com/view.aspx/.Public/Calendario%20de%20Tareas.xlsx

    Wath an introductory video here:
    http://pedrowave.blogspot.com/2010/10/programmable-task-calendar.html

    This new calendar allows to select the start month to match the school and fiscal year.

  19. ASA says:

    This is great stuff Chandoo and company

    Wanted to know if someone had built something similar

    I need to store one Excel Sheet on this calendar that has all the holidays

    US Holidays appear in RED
    UK Holidays appear in Blue
    Meetings appear in Green
    Submissions appear in Orange

    Is there a way I can store the list in a separate worksheet and all the calendars get updated with this?

    Thanks

  20. divya says:

    please tell me "how to convert Rs.10000/- in to words through excel formula

  21. [...] is all! http://chandoo.org/wp/2009/12/11/2010-calendar-excel-template-downloads/ See more Templates at http://www.vertex42.com/ Share this:Like this:LikeBe the first to like this [...]

  22. Kerisa says:

    Greetings,

    Thanks for this wonderful excel vacation tracker. I notice that the tracker only has three months November, December and January 2015, however, I would like to add the other ten months for 2014. Can you please instruct me on how I can add the other months?
    Thanking you in advance.

  23. kanu bhatia says:

    Hi Chandoo,
    Calendar: can this be printed as single sheet 8.5x11 inch per month
    kanu

  24. Rahul says:

    WOW! I just searching some of like this, that help me.
    Thank you for sharing.

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