Over a decade ago I was working on a very large and complex budget model, come to think of it I still am?
It involved 4 linked Excel workbooks, about 30 worksheets, all different, and multiple views of each worksheet.
There were regular Worksheets and Chart Sheets interspersed throughout.
Some of the Ranges had Outlined/Grouped Totals that were indented on some reports, but not on others depending on whom the various reports were going to.
It was a great budget model until you had to print a copy of it.
And of course the different levels of Managers all want different reports etc, etc.
The Solution
To solve this I developed a simple VBA routine which has evolved over the years to what is presented here.
The basic idea is to add a Printing Control sheet to your workbook.
This sheet has a list of print views, not Excel views, of various pages within the current workbook.
Each page can be setup as you wish and allows for a number of common parameters for each printed page.
Pages can be listed, multiple times if required, with different ranges or outlining selected each time
The Code handles Worksheets and Chartsheets, Normal and Named Ranges, Page Orientation, Page Size, Page Grouping and Headers/Footers.
As a user you setup the sheets as a list in the order you want them, with appropriate parameters.
The code then:
- Loops through the list,
- Obtain the parameters,
- Sets up the print page and
- Prints it.
You just need to sit back and wait for the printer to jam.
HOW DO I USE IT
Download the sample file here Excel 97-03, Excel 2007/10
You can use the sample file as is, for demo purposes or read on later where I describe how to use this in your workbooks.
Open the workbook and Goto the “Print_Control” worksheet.
Browse through the various Headings in Row 4 and field values below them.
Note that some of the Row 4 cells have comments in which explain what options are available.
Each field is described below:
No.
The Row No. in the list of page layouts available.
This has no use except when someone says the 5th page should be…
Description/Header
A text field that is used as a Reminder of the layout of the Page Setup also serves as a Centred Header.
Status
Print = On
Don’t Print = Off
The code only prints the pages marked as On.
Sheet
The name of the Worksheet or Chartsheet you want to print
Area
The Range on the Sheet that you want printed
Ignored for Chartsheets.
Land/Port
Specify if the page should be printed Landscape or Portrait
Ignored for Chartsheets.
Chartsheets are printed in Landscape.
Pages Wide
How many pages wide should the Range be printed on
This is fixed at 1 for Chartsheets.
Pages Tall
How many pages tall should the Range be printed out on
This is fixed at 1 for Chartsheets.
Copies
How Many Copies do you want of that individual page.
Rows & Columns
If outline/grouping is used specify what level of Indentation should be used for the Rows and Columns.
0 – Leave as is
1 – Indent 1 level
8 – Indent 8 levels
The maximum indentation is 8
Ignored for Chartsheets.
Footer (Left)
A description field printed as lower left footer.
No. of Copies
This specifies the Number of Copies of the Whole Report you want
Print All “On” Areas
The Print All “On” Areas Button executes the code and prints out a number of copies of the report as specified in the various page setups.
The printing is done on the default printer on your PC,
Important: Ensure that the printer you want to use for the job is set as the default before you start Excel.
You can print to a PDF file by specifying your Adobe or other PDF Printer as the Default Printer.
I’m sorry, This doesn’t fix the printing multiple pages to multiple files when printing to PDF issue.
Warning ! I maybe old school but I still recommend saving before printing !
HELP
There is limited help built into the system, That’s what this Post is doing.
Some of the field headings have comments which show what values are acceptable in those fields.
HOW DO I ADD THIS TO MY WORKBOOK ?
To add this to your workbook, copy the Print_Control worksheet to your workbook
- Open your workbook.
- Open the Demo File
- Copy the Print_Control worksheet by Right Clicking on the Print_Control tab, and copy to your workbook.
- Run the VBA Code using the “Setup Print Control Named Formula” Button
That’s it.
All the code required for the printing is part of the Print_Control page.
HOW DOES THE VBA WORK ?
The following describes the VBA Code driving this worksheet.
To examine this goto VBA (Alt F11)
Select the workbook and double click on Sheet0 (Print_Control)
The code should appear in the right hand window
If you are unfamiliar with VBA it may be worth going through Chandoo’s Crash Course in VBA
There are 2 Subroutines and a Function in this system which are documented below
Print_Reports
This is the main subroutine that drives the printing
It is called by the Print All On Button and when finished returns the user to the Print_Control worksheet.
All the VBA code is in RED,
Comments and notes are in BLACK before the line or section they refer to.
= = = = = = = = = = = = = = = = = = =
At the start of the Print_Reports subroutine, setup variables for later use
Option Explicit
Public Sub Print_Reports()
Dim PrintArea As Variant
Dim i As Integer
Dim j As Integer
Dim sht As Long
Dim Orientation As String
Dim NCopies As Integer
Dim PWide As Integer
Dim PTall As Integer
Dim Footer As String
Dim Header As String
Dim Sheets As String
Dim gRow As Integer
Dim gCol As Integer
Dim PaperSize As String
Dim msg As String
Dim tmp As String
Turn off the Automatic Calculation so that it is faster and isn’t as jerky
Application.Calculation = xlCalculationManual
This loads the entire array of the Print_Control page into an array called PrintArea
PrintArea = Worksheets(“Print_Control”).Range(“Print_Control”).Value
This sets up a loop for the No of Total Copies of the Whole report
For j = 1 To [Copies].Value ‘Loop through the No of Copies
This sets up a loop for the to check each line of the Print Control area
For i = 1 To UBound(PrintArea, 1) ‘Loop through the print area
If the Column Status is On print using that line of settings
If UCase(PrintArea(i, 3)) = “ON” Then ‘When On is enabled Print using the settings
Extract the settings from the stored array, row i
Header = PrintArea(i, 2) ‘Set Header variable
Orientation = PrintArea(i, 6) ‘Set Orientation variable
PWide = PrintArea(i, 8 ) ‘Set Pages Wide variable
PTall = PrintArea(i, 9) ‘Set Pages Tall variable
NCopies = PrintArea(i, 10) ‘Set No Copies variable
gRow = PrintArea(i, 11) ‘Set Row Group Expansion
gCol = PrintArea(i, 12) ‘Set Column Group Expansion
Footer = PrintArea(i, 13) ‘Set Footer variable
Check paper sizes against the built in page sizes
If PrintArea(i, 7) = “A4” Then
PaperSize = 9
ElseIf PrintArea(i, 7) = “A3” Then
PaperSize = 8
ElseIf PrintArea(i, 7) = “A5” Then
PaperSize = 11
ElseIf PrintArea(i, 7) = “Legal” Then
PaperSize = 5
ElseIf PrintArea(i, 7) = “Letter” Then
PaperSize = 1
ElseIf PrintArea(i, 7) = “Quarto” Then
PaperSize = 15
ElseIf PrintArea(i, 7) = “Executive” Then
PaperSize = 7
ElseIf PrintArea(i, 7) = “B4” Then
PaperSize = 12
ElseIf PrintArea(i, 7) = “B5” Then
PaperSize = 13
ElseIf PrintArea(i, 7) = “10×14” Then
PaperSize = 16
ElseIf PrintArea(i, 7) = “11×17” Then
PaperSize = 17
ElseIf PrintArea(i, 7) = “Csheet” Then
PaperSize = 24
ElseIf PrintArea(i, 7) = “Dsheet” Then
PaperSize = 25
Else
PaperSize = 9 ‘Defaults to A4
End If
Activate the relevant sheet
This checks that the sheet exists first
tmp = PrintArea(i, 4)
SheetExists(tmp) is a UDF that’s checks if the sheet exists and returns True or False
If Not SheetExists(tmp) Then
msg = “Sheet ‘” + PrintArea(i, 4) + “‘ not found.” + vbCrLf + “Check the sheets Name.”
msg = msg + vbCrLf + vbCrLf + “Processing will continue for remaining sheets.”
tmp = MsgBox(msg, vbExclamation, “Sheet not Found”)
Else
The sheet exists now process
Select the sheet
Application.Sheets(PrintArea(i, 4)).Select
Check if it is a Worksheet or a Chartsheet
If ActiveSheet.Type = -4167 Then ‘Its a worksheet
Turn off screen updating
Application.ScreenUpdating = False
Select the relevnt area of the sheet
ActiveSheet.PageSetup.PrintArea = PrintArea(i, 5) ‘Select the relevent Print Area of the Sheet
Set Outline levels
ActiveSheet.Outline.ShowLevels RowLevels:=gRow, ColumnLevels:=gCol ‘Set Outline Grouping
Apply print settings
With ActiveSheet.PageSetup ‘Set print settings
.PrintTitleRows = “”
.PrintTitleColumns = “”
.LeftHeader = “”
.CenterHeader = Header ‘User Defined Header (Shift to Left or Right as required)
.RightHeader = “”
.LeftFooter = Footer ‘User Defined Footer (Shift to Left or Right as required)
.CenterFooter = “”
.RightFooter = “”
.LeftMargin = Application.InchesToPoints(0.1)
.RightMargin = Application.InchesToPoints(0.1)
.TopMargin = Application.InchesToPoints(1.0)
.BottomMargin = Application.InchesToPoints(0.4)
.HeaderMargin = Application.InchesToPoints(0.1)
.FooterMargin = Application.InchesToPoints(0.3)
.PrintHeadings = False
.PrintGridlines = False
.PrintComments = xlPrintNoComments
.CenterHorizontally = False
.CenterVertically = False
.Draft = False
.PaperSize = PaperSize ‘ User Defined Paper Size
.FirstPageNumber = xlAutomatic
.Order = xlDownThenOver
.BlackAndWhite = False
.Zoom = False
.FitToPagesWide = PWide ‘User Defined No Pages Wide
.FitToPagesTall = PTall ‘User Defined No Pages Tall
.PrintErrors = xlPrintErrorsDisplayed
End With
Apply page orientation settings
If Orientation = “L” Then ‘User Defined Page Orientation
ActiveSheet.PageSetup.Orientation = xlLandscape
Else
ActiveSheet.PageSetup.Orientation = xlPortrait
End If
Turn Screen updating back on
Application.ScreenUpdating = True
Finished setting up Worksheet goto the Printing area
Else ‘Its a Chart page
Turn Screen updating off
Application.ScreenUpdating = False
Apply print settings
With ActiveChart.PageSetup
.LeftHeader = “”
.CenterHeader = Header
.RightHeader = “”
.LeftFooter = Footer
.CenterFooter = “”
.RightFooter = “”
.LeftMargin = Application.InchesToPoints(0.1)
.RightMargin = Application.InchesToPoints(0.1)
.TopMargin = Application.InchesToPoints(1#)
.BottomMargin = Application.InchesToPoints(0.4)
.HeaderMargin = Application.InchesToPoints(0.1)
.FooterMargin = Application.InchesToPoints(0.3)
.ChartSize = xlScreenSize
.PrintQuality = 600 ‘Change to 300 for Excel 97-03
.CenterHorizontally = True
.CenterVertically = True
.Orientation = xlLandscape
.Draft = False
.OddAndEvenPagesHeaderFooter = False ‘Removed from 97/03 Ver
.DifferentFirstPageHeaderFooter = False ‘Removed from 97/03 Ver
.EvenPage.LeftHeader.Text = “” ‘Removed from 97/03 Ver
.EvenPage.CenterHeader.Text = “” ‘Removed from 97/03 Ver
.EvenPage.RightHeader.Text = “” ‘Removed from 97/03 Ver
.EvenPage.LeftFooter.Text = “” ‘Removed from 97/03 Ver
.EvenPage.CenterFooter.Text = “” ‘Removed from 97/03 Ver
.EvenPage.RightFooter.Text = “” ‘Removed from 97/03 Ver
.FirstPage.LeftHeader.Text = “” ‘Removed from 97/03 Ver
.FirstPage.CenterHeader.Text = “” ‘Removed from 97/03 Ver
.FirstPage.RightHeader.Text = “” ‘Removed from 97/03 Ver
.FirstPage.LeftFooter.Text = “” ‘Removed from 97/03 Ver
.FirstPage.CenterFooter.Text = “” ‘Removed from 97/03 Ver
.FirstPage.RightFooter.Text = “” ‘Removed from 97/03 Ver
.PaperSize = PaperSize
.FirstPageNumber = xlAutomatic
.BlackAndWhite = False
.Zoom = 100
End With
Turn Screen Updating back on
Application.ScreenUpdating = True
End If
Now Print the active sheet using user defined No. Copies
ActiveWindow.SelectedSheets.PrintOut Copies:=NCopies, Collate:=True
End If
End If
Next i
Next j
Clear PrintArea array, just in case
PrintArea = Null
Turn Auto Calculation back on
Application.Calculation = xlCalculationAutomatic
Go back to the Print Control sheet
Application.Sheets(“Print_Control”).Select
End Sub
= = = = = = = = = = = = = = = = = = =
The SheetExists Function
This is a Function that is used by the Print_Reports subroutine to check if a sheet exists.
= = = = = = = = = = = = = = = = = = =
Function SheetExists(SheetName As String) As Boolean
‘ This function Returns TRUE if the sheet exists in the active workbook
SheetExists = False ‘Set default value of SheetExists
On Error GoTo NoSuchSheet ‘Set error trapping such that if the sheet doesn’t exist it will exit
Check length of sheet name, if the sheet exists it will return a value, otherwise an error
If Len(Sheets(SheetName).Name) > 0 Then
The sheet exists so set SheetExists = True and exit
SheetExists = True
Exit Function
End If
NoSuchSheet:
The sheet doesn’t exists so use default SheetExists = False and exit
End Function
= = = = = = = = = = = = = = = = = = =
The Setup_Print_Control_Named_Formula Subroutine
This is a simple subroutine that sets up the 2 named formula for use the first time a sheet is used.
= = = = = = = = = = = = = = = = = = =
Sub Setup_Print_Control_Named_Formula()
Setup Named Formula “Print_Control” which is the table of settings
ActiveWorkbook.Names.Add Name:=”Print_Control”, RefersToR1C1:= _
“=OFFSET(Print_Control!R4C2,1,,COUNTA(Print_Control!R5C2:R24C2),COUNTA(Print_Control!R4))”
ActiveWorkbook.Names(“Print_Control”).Comment = _
“Used by the Print_Reports Subroutine”
Setup Named Formula “Copies” which is the No of Copies of the Whole Report
ActiveWorkbook.Names.Add Name:=”Copies”, RefersToR1C1:= _
“=Print_Control!R26C13”
ActiveWorkbook.Names(“Copies”).Comment = “Specifies the No. of Copies for the Print_Reports Subroutine”
End Sub
= = = = = = = = = = = = = = = = = = =
NAMED FORMULA
The code relies on two Named Formulas
Copies:
=Print_Control!$L$27
Print_Control:
=OFFSET(Print_Control!$B$4,1,,COUNTA(Print_Control!$B$5:$B$24),COUNTA(Print_Control!$4:$4))
Automatically adjusts the Print_Control Named Formula for the number of Page Setup lines and Fields to be processed
If you have queries about how any of the above code works, please let me know in the comments below:
WHAT DOES THE ARRAY “PrintArea” DO ?
The print area array stores the values of the Print_Control range in a 2 dimensional array which represents the Print_Control range.
This is done for a few reasons, but simply it is faster as it results in less reading of the worksheet
It also allows more flexibility in the subsequent processing as all the data is in one area.
DOWNLOADS
Download the sample file here Excel 97-03, Excel 2007/10
WHAT’S NEXT
There are a number of parameters used in the Print Setup area which are not used or not used in the 97/03 version.
The code above is easily extended to include these if you desire.
One day when I have a spare moment (Most likely in 2025!) I will add the option for automatic incremental Page Numbers.
CLOSING
This code has saved, my staff and I, hundreds and hundreds of hours over the past decade whilst printing complex Excel workbooks.
This functionality was also one of the more requested issues from our poll of 3 months ago We Want Your Ideas!
I hope you enjoy it as much as I have ?
Updates
I will be extending the functionality of this in the future and so if you have any suggestions, lets hear them in the comments below:
How have you tackled large print jobs ?
I look forward to your comments below:
Hui…
For a list of my other contributions at Chandoo.org please visit; Hui.






















33 Responses to “Show Months & Years in Charts without Cluttering”
Very CooOOOoool 🙂
Would it work if I merely change the display format for the dates, or do they actually need to be retyped in that format (Nov, Dec, etc)?
ps- it's only about 34 donuts per month, or slightly more than 1 per day. Yum!
To make it work automatically when you create a chart, delete the labels above the Year and Month columns, but keep the label above the Y data (Donuts). The blank cells tell Excel that the first row and first two columns (indicated by the blanks) are special, so it uses the first row for series names an the first two columns for X axis labels.
This is better than the other kind of donut chart, but you'll soon be carrying a big donut around your midsection.
First off, thank you Chandoo for being respectful and taking out the "Jesus" comment. Not that I'd threaten to kill you, or start world-wide riots, or make you go into hiding if you didn't (as OTHERS would; wink, wink, nudge, nudge)... I just really appreciate your respectulness and consideration; so thank you. I was meaning to write you about it, but when I came to your site you'd already made the edit... so again, thank you!
Secondly, I wanna say I think there's an easier way to do what you are demonstrating. I've got a pivot chart with months of data and all I had to do was right-click the x axis and then select "format axis", under "Axis Options" there's a check-box that says "Multi-level Category Labels". The chart I was able to do this on was a pivotchart however so maybe it wouldn't be that easy for a non-pivotchart.
Anyway, love the site. Keep up the good work. Thanks also for being so open about your success, it's very encouraging and motivating.
God (aka Jesus) Bless. 🙂
Hi Chandoo - great site! Another option to save space is to simply rotate the orientation of the text by 90 degrees, so the dates read vertical rather than horizontal. However, I like the elegance of your solution also.
Hey Chandoo -- Great tip. Only yesterday I was working through some strange behaviour with formatting dates in PivotCharts. Seems the axes never want to cooperate. This is a neat and elegant solution I hadn't thought of using. May need to abandon pivotcharts to use formulas like that, but if we use dynamic named ranges, no big sacrifice.
BTW, whatever did you do to get your site blocked in China? Never heard of regime change by a grass-root spreadsheet movement. Maybe your ISP is hosting some problem sites. Chandoo.org is certainly worth it for me to fire up the VPN, but I'm sure you would lose a lot of other visitors from the middle kingdom.
Chandoo ... pls help.. the link is blocked over here... pls can you put the regular link... 🙂
@JP... Excel Axis formatting is linked to cell formatting by default. So you can just have the dates which are formatted to look like months (mmm).
@Erin: It was not my intention to mock anyone's faith or religion. I just used the word as it is quite common. I decided to remove it as I got 2 emails from readers requesting for the same.
Also, the pivot charts take pivot table groupings by default, so you need not do any of the above while making charts from pivot tables.
@Kein: I am not sure why Chinese authorities decided to block my site. I wish they would actually look at the content instead of blocking sites based on simple text matching rules.
@Kapil: The file is mirrored here: http://chandoo.org/img/d/date-axis-months-years-trick.xls
Cool, really cool...
Nice one Chandoo,
Also would like to mention abt useful method while creating dynamic charts.
In any chart where in the months keep on adding - instead of changing the range for the chart every time we add a month, we can actually format the months as dates (probably 1st of every month) still keep the format as "mmm" AND while selecting the data, we can select a huge rows (date column) once and for all, and the chart adjusts automatically with the data that we entered. So next month when I enter Dec's data, I need not change the source data of the chart, however it automatically adjusts.
Hope I made sense.!
Regards,
SS
Thanks, Chandoo! This is a great tip - one that I will definitely put to use. I typically have an axis with mmm yy format, aligned vertically, but this will definitely look a bit cleaner (except in cases where the chart is too small for the axis labels to be displayed horizontally, even without the mmm yy on one line). Thanks again!
Tom
Chandoo,
Thank you for the posts you are very diligent not to mention very helpful. I would like to know how to get the separation lines on the axis? For example your candy sales chart has longer lines separating east and west how do you format that?
Thanks for being very awesome!
-Josh
Hi Chandoo, we can look the formulas because there is a message:"Unsupported features".
Could you send a diferent Link ?
Thanks.
@SS But what if you've got formulas in the data block (i.e where you would enter static data for the month of december)? My chart now shows #N/A #N/A in the axis with no data for all future dates.
Chandoo, I've got a dynamic range set up showing #N/A errors for future dates. The MMM-DD date format format in row works fine, but when I use YYYY and MMM in two rows, the axis shows #N/A #N/A for all future dates with no data. How would you go about keeping those future months hidden?
Matt -
In order for the axis to automatically extend to the dates within the range and ignore #N/A at the end, you need a date-scale axis, and for this you need to use one column with the complete date, not two columns with year and month.
If you want to use two columns, you need to generate Names in the worksheet which define ranges only as long as the number of months. I have a review of dynamic chart approaches in http://peltiertech.com/WordPress/dynamic-chart-review/ and a whole category on my blog at http://peltiertech.com/WordPress/category/dynamic-charts/. Chandoo also has examples of his own on this site.
How do you make a dynamic chart out of this?
I can't get the axis labels range right.
I tried something like this:
=OFFSET(REPORT!$H$10:$I$10;0;0;COUNTA(REPORT!$H$10:$I$100);1)
Any idea?
Ethan -
Your offset formula defines a range 1 row in size, but the technique here requires 2 rows. Your definition should end with
;2)
instead of
;1)
Thanks Jon,
Got it working now
Great! Now, is there any way to do this directly in Powerpoint? I don't like having linked excel files, so I create the graphs right inside Powerpoint, any way to do this there? I tried and was unsuccessful.
Thanks.
Cool tip Chandoo......thanks
[...] extract year and month from dates to avoid a mess in our stock chart. Chandoo has a great post: Show Months & Years in Charts without ClutteringIn cell B2:=YEAR(D2)In cell B3:=IF(YEAR(D3)=YEAR(D2), "", YEAR(D3))Cell C2:=IF(TEXT(D2, [...]
Hi there,
I have got a data ranging for 3 years. I want to show a chart which shows Jan of 2011, 2012 and 2013 together side by side; then Feb11, Feb12 and Feb13 side by side, then Mar11, Mar12 and Mar13, and so on until December.
Please help. Thanks.
@Bilal
Do you want a number of charts next to each other as separate charts or the data next to each other in a single chart?
What type of chart were you thinking about?
Can you post your data for us to review?
Refer upload instructions at: http://chandoo.org/forum/threads/posting-a-sample-workbook.451/
Hi there
Very good solution this. I have another question on it, though. How do you format the X-axis with monthly gaps (ie, with labels "Jan 2012", "Apr", "Jul", "Oct", "Jan 2013", "Mar", etc), when you're dealing with a data series with weekly or daily data points? The Axis Options dialogue box doesn't appear to offer "Date axis" as an option under the "Axis Type" section.
I've managed to do it in one case with weekly data by setting the interval between tick marks at 13 -- the approximate number of weeks in a quarter -- to get 3-month intervals. But this wouldn't work if I wanted to show 1-month intervals, or had a more detailed daily data series to work with.
Any luck getting the dates to work on a scatter graph? I'm only getting numbers. Works fine on line graphs though.
How can we do the vice versa? i.e. on the x-axis showing year on the level 1, and months on level 2.
I wanted to build these kind of axis labels for 5 years, with year on top and months at the bottom, but it should form in such a way that the seperating lines should seperate the entire data set only at December of each year, and no lines in between any month.
@Apoorve
Just re-arrange the columns
You need to put a space in all cells where you don't want a year
See the attached file
http://chandoo.org/wp/wp-content/uploads/2010/11/Chart-for-Apoorve.xlsx
Unfortunately you don't get any control over lines its all or nothing.
Hello - the link seems to be broken:
http://cid-b663e096d6c08c74.office.live.com/view.aspx/Public/date-axis-months-years-trick.xls
Regards.
Like!!
Three times already today I have used this website and saved a ton of work time in researching excel tricks.
Suggestion: Why not have a "like" or "this article was useful to me" button. That way you can see what is most useful by your users and maybe generate more content based on those "likes".
Just saying. Thanks again and you're doing a great job!
Thanks for the tip. However, I couldn't download your file. The link is broken.
Thank You for taking the time to post this tip. I hope that you have a blessed day.
The link does not work properly and I'm not sure how to actually get the graph to display like this, its frustrating me a tonne. I cant work out what to google either to find an answer elsewhere! 🙁
Is this possible with waterfall chart. Data hereunder -
Years Abbrevation Amt
2020 BEG 2,006
REV 1,950
EMP 1,058
DM (3,244)
OOE 1,078
OPMT 182
AB (638)
END 2,392
2021 REV 8,534
EMP 67
DM (2,142)
OOE (3,120)
OPMT 510
AB 1,008
END 7,249