Welcome back. In final part of Making a Customer Service Dashboard using Excel let us learn how to add macros & VBA code that makes our dashboard interactive.
Designing Customer Service Dashboard
Data and Calculations for the Dashboard
Creating the dashboard in Excel
Adding Macros & Final touches
As you can see, there are 2 important macros in this dashboard.
#1: Capturing selected item details
Whenever user clicks on an item in the detail area to compare, there is a small macro running behind that tells us what item is selected so that we can trigger our calculations and conditional formats. How does it work?
Simpler than we think!
We use a macro called as Worksheet_SelectionChange.
Related: Introduction Excel VBA
Understanding Event Macros
There is a special type of macros in Excel called as Event macros (or simple events). For example, if you want to do something whenever user selects cell D14, you can use an event macro. Excel offers various events so that we can initiate certain actions when user selects a cell, clicks on a hyperlink, activates a worksheet, updates a pivot table or finishes some calculation etc.
In our case, we wanted to change the comparison options based on what is selected by user. So we use an event called as Worksheet_SelectionChange
When you add a selection change macro to any worksheet, excel runs whenever you select a cell in that worksheet. Lets look a simple worksheet selection change macro to understand this:
The code for above event:
Private Sub Worksheet_SelectionChange(ByVal Target As Range)
[valSelection] = "You have selected " & Target.Address
End Sub
The range valSelection is linked to text box that you saw in demo.
Event macro in our Customer Service Dashboard
In our dashboard, we have one additional challenge. We need to run our event macro only if one of the two lists (rndSel1 & rngSel2).
This is where we use an additional feature of VBA, Application.intersect() formula. This checks whether given two ranges overlap and if so, returns the region in overlap.
Lets look at our event macro:
Private Sub Worksheet_SelectionChange(ByVal Target As Range)
'This macro is triggered whenever any cell is selected in the Dashboard worksheet
'Step #1: If user clicks on a blank cell then do nothing
If ActiveCell.Value = "" Then Exit Sub
'Step#2: See if the selected cell is in left column
If Not (Application.Intersect(ActiveCell, Range("rngSel1").Cells) Is Nothing) Then
'If so, then call setOption1 macro
Call setOption1
'Step #3: See if the selectd cell is in right column
ElseIf Not (Application.Intersect(ActiveCell, Range("rngSel2").Cells) Is Nothing) Then
'If so, then call setOption2 macro
Call setOption2
End If
End Sub
If you examine the comments, most of what it does should be obvious.
#2: Showing & Hiding help messages
Adding help feature to complex dashboards makes life simpler for end users. So I always recommend it to my students. But how easy is it to add help?
Well, easier than you think. Just follow below steps:
- Add help messages to your dashboard using drawing shape > bubbles
- Once all the messages are added, just select all of them and group (right click > group)
- Select the group and using name box in Excel, give it a name, in our case the name is boxHelp
- In a new module, Write a macro (lets call it showHideHelp) to display and hide the boxHelp group.
- Now add a small text box with label “Help” on it.
- Assign the macro to this help text. (right click on the group, assign macro)
But what do we put in showHideHelp macro?
Simple, When user clicks on Help text, we will just toggle the visibility of boxHelp group using code like this:
ActiveSheet.Shapes.Range(Array("boxHelp")).Visible = Not ActiveSheet.Shapes.Range(Array("boxHelp")).Visible
The Not portion toggles the visibility, thus when you click on help button the help gets turned on if it is off (and vice-a-versa)
Download Customer Service Dashboard
Download final version of our customer service dashboard using below links:
Excel 2010 version: Click here to download the dashboard workbook
Excel 2007 version: Click here to download the dashboard workbook
Examine the VBA Code to learn better.
Future directions for this dashboard…
I am happy how this turned out so far. That said, we can make a few advancements to it like:
- Using Excel 2010 slicers to make the selection of items in comparison area.
- Adding ability to export dashboard as PDF or PPT
- Adding qualitative comments to dashboard (automated a la tweetboard or manual) so that managers can understand what caused the change.
- Adding customizable time windows. Currently the dashboard shows any 4 week window, but it can become even more powerful by adding custom start and end dates.
Note: Make sure you have gone thru previous 3 parts of this tutorial as well.
Designing Customer Service Dashboard
Data and Calculations for the Dashboard
Creating the dashboard in Excel
How would you approach this dashboard?
If you were to analyze and design a dashboard for customer service department, how would you approach it? What metrics, information would be very important for you? Please share your ideas and thoughts using comments.
Learn more about Dashboards
If you are looking for examples, information & tutorials on Excel dashboards, you are at the best. At Chandoo.org we have elaborate examples, tutorials, training programs & templates on Excel dashboards, to make you awesome. Please go thru below to learn more:
- KPI Dashboards in Excel – 6 part tutorial
- Excel Dashboards – Information, Examples, Templates & Tutorials
- Excel Dynamic Charts – Examples, tutorials & inspiration
- Excel School Dashboards Program – Learn how to create this and other dashboards in Excel
38 Responses to “Time to showoff your VBA skills – Help me fix ActiveSheet.Pictures.Insert snafu”
I tried your code with 2003, it works.
But, I know Addpicture does not take URLs anymore with 2007 onwards, perhaps its the same with picture.insert as well.
http://support.microsoft.com/kb/928983/en-us
The above link gives the solution as "picture fill in a shape such as a rectangle".
Tried to recreate this, but it worked fine for me. I just took the image of the error you showed in the post. Is there more info that can narrow this down a bit?
Don't know if this helps?
http://www.theserverside.com/discussions/thread.tss?thread_id=47101
Hi
Not sure if this is what you're after, but I just tried this
Sub Macro1()
ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif").Select
End Sub
Tied a button to it on the sheet and it seems to work; hope this helps a little
Ian
@All.. the issue is in Excel 2007. In 2003 ActiveSheet.Pictures.Insert seems to work fine. Unfortunately, I have design this in Excel 2007.. that is why I posted it here..
v2
Sub Macro1()
Set n = ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif")
With Range("c12")
t = .Top
l = .Left
End With
With n
.Top = t
.Left = l
End With
End Sub
Ian
That didn't come out very well. This positions at c12, so can change easily:
Sub Macro1()
Set n = ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif")
With Range("c12")
t = .Top
l = .Left
End With
With n
.Top = t
.Left = l
End With
End Sub
Works OK in 2007
Ian
The above codes work fines to my EXCEL 2007. Thanks.
Chandoo:
Try 'ActiveSheet.Pictures.Insert'
With ActiveSheet.Pictures.Insert("C:\Example.png")
.Left = ActiveSheet.Range("A1").Left
.Top = ActiveSheet.Range("A1").Top
End With
activesheet.pictures.insert "C:\Documents and Settings\Jon Peltier\Desktop\2007 stuff\insert_charts_2007.png"
Works for me in 2003 SP3 and in 2007 SP2.
Check the URL, and make sure you have internet connectivity.
What also works, and is newer (pictures.insert was supposedly deprecated in '97):
activesheet.shapes.addpicture "C:\Documents and Settings\Jon Peltier\Desktop\2007 stuff\insert_charts_2007.png", false, true, 200,200,100,100
Unfortunately you must specify dimensions (the last four arguments) and you don't necessarily know them. But the picture size is still related back to the original picture size, so you could use scaleheight and scalewidth to fix this.
Chandoo: I just re-read your post.
The code I posted works for me. However, I'm using a local picture. If you try to add a picture from the web, this won't work.
I remember solving this problem before by adding a rectangle shape first, then using the Shapes.AddPicture method to get a picture from the web.
I'll find that code and post it here.
Some more updates... The code "ActiveSheet.Pictures.Insert (path)" works fine in Excel 2007 at home. Strange it failed miserably on my work laptop. Do you think this has got something to do with SP2 of MS Office 2007 or something like that?
@Ian, Jon: Thanks for the code snippets. I guess I will use my home installation of excel to do this.
Chandoo:
Try this on your work laptop:
Sub test()
ActiveSheet.Shapes.AddShape msoShapeRectangle, 50, 50, 100, 200
ActiveSheet.Shapes(1).Fill.UserPicture _
"http://www.datapigtechnologies.com/images/dpwithPig6.png"
End Sub
FYI:
http://support.microsoft.com/kb/928983/en-us
I didn't mean to post code with a local file, because both approaches worked with an internet image as well. This is in Excel 2007 SP2.
activesheet.pictures.insert "http://peltiertech.com/images/2009-07/col_area_noblanks.png"
Jon: Looks like I have SP1 on my client machine! I wasn't paying attention.
Just checked my home computer where I have SP2, and you're right...looks like they fixed it.
I didn't even bother testing in SP1, though I could if anyone cares enough.
I'm afraid I don't have a solution, but I find it remarkable that after attaining a certain status in the Excel world, Chandoo does not need to post on an Excel discussion forum to get help for an Excel problem. Instead, he posts on his blog and all the gurus come rushing to his help.
Isn't Web 2.0 great?
Teylyn - I saw Chandoo's tweet first, and followed the link back to his blog.
@Mike.. thank you. I have seen the fill rectangle solution before posting the query here. For that matter, I have also tried the solution of embedding a browser control on a spreadsheet. both of these seemed a bit extreme. That is why I have asked it here.
But I guess I will end up using it if I had to build this in work laptop.
@Teylyn: I have thought of posting this in a forum. (Unfortunately I have not been to any excel group in the last 5 years. Last time I was active was when I built a jave based excel sheet construction solution using POI.HSSF classes of Apache... ) After searching for a few hours, I found several forum posts where others had same problem and the solution recommended (using .left and .top parameters) is not working for me. Incidentally most of these solutions are from a certain Jon Peltier 😛
I thought may be the problem is interesting for fellow blog readers. So I posted it here.
Hi,
Adapting the code in the question,
[code]
Sub InsPicture()
pPath = "http://chandoo.org/images/pointy-haired-dilbert-excel-charts-tips.png"
With ActiveSheet.Pictures.Insert(pPath)
.Left = Range("a1").Left
.Top = Range("a1").Top
End With
End Sub
[/code]
Seems to work fine
Looks like it was a problem in 2007 up to SP1, which was corrected in SP2.
@Jon.. seems like the case. I just checked the version at work laptop. it is 12.0.6331.5000 (SP1).
Thank you so much every one. I really appreciate your time and suggestions in solving this.
Glad to help. I couldn't understand why something so straightforward wasn't working.
Hi All
Is there a way of inserting a motion clip eg animated gif or swf or flv?
Thks
You can insert animated GIFs by inserting them in a browser control through VBA. For other types of movies, I can guess you can insert them as clip art.
I WANT THE INSERT PICTURE BY USING COADING
so currently i was struggling same as you, chandoo, with the insert picture method in excel 2007/10 from an url and came along your thread here.
so i re-designed the code on the addshape method as mike was suggesting it and all of the sudden it works just fine.
thanks alot to you guys, you were a great help
a big salut from switzerland
Hi guys,
I need help copying and pasting an image with the path in a cell.
I leave the code.
And thank you very much!
Sub Copiarimg()
Dim pic As Picture
With ActiveSheet
Set pic = .Pictures.Insert(Range("f2").Value)
With .Range("e9:g22")
pic.Top = .Top
pic.Left = .Left
pic.Width = .Width
pic.Height = .Height
End With
End Sub
I've played around with the approaches in these comments, and the code below is what I've come up with. The ImagePath can be a local file or a URL. As Jon mentioned above, the trick is to set an arbitrary value for the width and height, then call the ScaleWidth and ScaleHeight methods afterward to reset the picture to its original size. Once the LockAspectRatio property is set, you can change the picture width and the height will automatically scale (or vice-versa).
Sub AddPictureToRange(TopLeftCellAddress As String, ImagePath As String)
Dim pic As Shape
Dim l As Single, t As Single
Dim temp As Single
l = Me.Range(TopLeftCellAddress).Left
t = Me.Range(TopLeftCellAddress).Top
temp = 10# ' arbitrary value
Set pic = Me.Shapes.AddPicture(ImagePath, msoFalse, msoTrue, l, t, temp, temp)
pic.ScaleHeight 1#, msoTrue
pic.ScaleWidth 1#, msoTrue
pic.LockAspectRatio = msoTrue
End Sub
I need some help with inserting pictures. I have an excel file with a column of item numbers next to this row I want to insert a picture of this item. The pictures are coded with the item number so I tried to insert it with one of the codes above:
Sub InsPicture()
pPath = "http://img.bricklink.com/P/80/55236.gif"
With ActiveSheet.Pictures.Insert(pPath)
End With
End Sub
That worked but I need to do that for every row separtly.
So I tried in the code
pPath = "http://img.bricklink.com/P/80/"&Text(a1;"#")&".gif"
But that gives errors.
Anybody ideas?
Hi Nicholas, I used your solution in a related problem in Excel 2003 and it worked flawlessly..thank you!
Hi Mike Alexander,
Your solution with some changes was helpful in my problem in XL 2007, thanks.
Hi,
thanks all. In addition, I had a problem with multiple pictures inserting (every new picture replaced the prior one). I've changed it a bit, may be helpful..
Sub test()
ActiveSheet.Shapes.AddShape msoShapeRectangle, 50 , 50, 100, 200
ActiveSheet.Shapes(1).Fill.UserPicture _
"http://www.datapigtechnologies.com/images/dpwithPig6.png"
ActiveSheet.Shapes(1).Copy
ActiveSheet.Paste
End Sub
Try this instead:
Sub test()
ActiveSheet.Shapes.AddShape msoShapeRectangle, 50 , 50, 100, 200
ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture _
"http://www.datapigtechnologies.com/images/dpwithPig6.png"
End Sub
Thanks to everyone, this thread has been very helpful. However, image inserting still doesn't work quite as expect for me.
While I can get a picture inserted into an Excel 2010 worksheet using either:
1) ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture...
2) ActiveSheet.Pictures.Insert(pPath), and
3) Shapes.AddPicture...
unfortunately the images all insert with a display size determined not by the actual pixel dimensions of the image but by the dpi resolution.
So for example, if I insert two copies of the exact same 600x600 pixel image, one with a 300dpi resolution and the other with 72dpi, they display at vastly different sizes on screen.
While this might be intended behaviour for Excel in order to maintain a WSYWIG printing layout, I actually need a way to insert the image based on the the actual pixel dimesnsions and ignoring the dpi resolution.
Any help appreciated.
Thanks
Kez
Not doing an intentional bump, but realised I posted in rely to one of the repsonses here instead of to the main thread, so reposting.
=====
Thanks to everyone, this thread has been very helpful. However, image inserting still doesn’t work quite as expected for me.
While I can get a picture inserted into an Excel 2010 worksheet using any of the below methods:
1) ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture....
2) ActiveSheet.Pictures.Insert(pPath), and
3) Shapes.AddPicture....
unfortunately the images all insert with a display size determined not by the actual pixel dimensions of the image but by the dpi resolution.
So for example, if I insert two copies of the exact same 600×600 pixel image, one with a 300dpi resolution and the other with 72dpi, they display at vastly different sizes in Excel on screen.
While this might be intended behaviour for Excel in order to maintain a WYSIWYG printing layout, I actually need a way to insert the images based on the the actual pixel dimesnsions and ignoring the dpi resolution.
Any help appreciated.
Thanks
Kez
Well, answered my own question 🙂
For those who might be interested, you can use this function:
Public Function GetPicDims(strFilePath As String, strFileName As String) As String
GetPicDims = CreateObject("Shell.Application").Namespace((strFilePath)). _
ParseName(strFileName).ExtendedProperty("Dimensions")
End Function
to get the dimensions of the image you want to insert. Then you can parse the return string and use the width and height values to add a rectangle shape of the appropraite size, like:
ActiveSheet.Shapes.AddShape msoShapeRectangle 50, 50, iWidth, iHeight
which you then fill with the picture:
ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture "c:\temp\test.jpg"
This way the picture gets inserted using the pixel dimensions and the (print) resolution gets ignored.
If desired, the GetPicDims function can be made more generic to get other ExtendedProperties.
Regards
Kez