Show pop-up calendar upon right click [Excel VBA]

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This is a guest post by Vijay, our in-house VBA Expert.

There are times when we are entering dates into several columns and would like to select a date from a popup calendar instead of manually typing.

Today, lets understand how we can set up a pop-up calendar in Excel so that your users can easily input dates by right clicking on a cell and inserting a date.

Keep in mind:

1. This code is only supported on the 32-Bit versions of Excel.
2. You need to have admin rights to be able to install the ActiveX Control

First, take a look at pop-up calendar

Here is a short demo of how our pop-up calendar behaves.

right_click_context_menu_example

What we need to do this

1. Design user form that contains our calendar.
2. Create a Data Table
3. Put some VBA code to get this done

Design user form that contains our calendar.

First let’s design the user form, so start up Excel and bring up the Visual Basic editor and add an user form in the project.

We would need the Microsoft Date and Time Picker control for this project, so please ensure that you have the required file available on your system. If it is not available you may download the MSCOMCT2.OCX from this link.

http://activex.microsoft.com/controls/vb6/mscomct2.cab

Installing this file is pretty simple, you need to extract the contents form the CAB file and then copy this into your System32 folder and then register using the REGSVR32 utility.

If you are using Windows 7 or above you would need to copy this file into the SysWOW64 folder and then register.

For Windows 7 and above, please make sure you are running the Command Prompt (Admin) to be able to successfully register the ActiveX control.

Windows 7: Click on Start, All Programs, Accessories, Command Prompt (right click and choose Run as Administrator
Windows 8: Windows Key + X, then choose Command Prompt (Admin)

command_prompt_example

Okay, let’s get back to designing the user form.
Insert a new Userfrom on the VBA project and then click on Addition Controls on the Tools menu.
additional_controls
Once the Additional controls dialog box is on the screen, locate the above highlighted entry and then select the same by clicking the box on the left. Now click Ok to close this dialog box.
Now place one Monthview control on the userform and one Command button.
Below are the properties that we need to change for the Commandbutton
• Caption = “Close”
• Cancel = True
• Name = cmdClose
Place this command button anywhere you like on the userfrom, we will place the Monthview on top of this to avoid show this to the user.
Since we have specified the Cancel = True for the commandbutton, the click event can be triggered by pressing the Escape key to handle the code that we will write for the Close button.

Now place the Monthview control as show in the picture below
userform

We are done designing the Userform, now we need to write the code to handle the events.
Below is the code
Close Button

Private Sub cmdClose_Click()
Unload Me
End Sub

Userfrom

Private Sub UserForm_Initialize()
'matching the date in the calendar with the date of the active cell
'if there is a date,
If IsDate(ActiveCell.Value) Then
Me.MonthView1.Value = ActiveCell.Value
Else
Me.MonthView1.Value = Now
End If
End Sub

Private Sub MonthView1_DateClick(ByVal DateClicked As Date)
On Error Resume Next
Dim cell As Object
For Each cell In Selection.Cells
cell.Value = DateClicked
Next cell
Unload Me
End Sub

What the above code does?

1. The close button code will simply unload the userform and take it off the screen.
2. The userform initialize event code will check if the current cell on which we are right clicking the mouse contains any date, if there is a date then it will set the date on the calendar as the one on the cell, otherwise it will show today’s date.
3. The dateclick event of the Monthview control occurs when we click on any date, this code is responsible for populating the cell with the date we have selected. If there are multiple cells selected the code will populate all of them with the date selected.

Adding the context menu option

Now comes the interesting part of adding the context menu option, one thing I would like to specify here as the name suggests “Context menu” these options change depending on what and where we are right clicking the mouse. You will see a different context menu when you right click on a cell, table, shape etc. as shown in the example below
sample_right_click_context_menu

Since every object has a different type of context menu associated we need to make site we are adding our option to the right place.
I would recommend reading this article to know more about the types of commandbars available and how to use them. http://msdn.microsoft.com/en-us/library/office/aa141001(v=office.10).aspx

Also this link provides a list of available names http://www.mrexcel.com/forum/excel-questions/525939-visual-basic-applications-list-available-commandbars-excel-2010-a.html

We wanted to add the right click context option to a data table which is called as “List Range Popup”.

Create a Data Table

Type the heading in Cells
B2 = ID
C2 = Start Date
D2 = End Date
E2 = Name

Now click on cell B2, and press CTRL + T shortcut from the keyboard. Make sure to select the option My Table has headers and then click Ok.

We would need the add the below code to the Open event of our workbook so that this option is available to us every time we need to work here.


Private Sub Workbook_Open()
On Error Resume Next
Dim NewControl As CommandBarControl
Application.OnKey "+^{C}", "Module1.OpenCalendar"
Application.CommandBars("List Range Popup").Controls("Insert Date").Delete
Set NewControl = Application.CommandBars("List Range Popup").Controls.Add(Before:=1)
With NewControl
.Caption = "Insert Date"
.OnAction = "Module1.OpenCalendar"
.BeginGroup = True
End With
End Sub

We have also assigned a shortcut key of CTRL + SHIFT + C to this, for those who love to work more using the keyboard.

The above code will add the “Insert Date” context menu option to our data table(s) in the active workbook whenever we open this file.

Next is cleanup
We need to make sure that the context menu we have added is also removed when the file is close, the below code will do that for us.

Private Sub Workbook_BeforeClose(Cancel As Boolean)
On Error Resume Next
Application.OnKey "+^{C}"
Application.CommandBars("List Range Popup").Controls("Insert Date").Delete
End Sub

Note: I have seen the project code left over in the VBA project explorer even after we have close this file, and did some research on the same. The common reason for this is having some COM addins installed. Please share if you also run into this issue and if you were able to find any other reasons or ways to eliminate this issue.

Download Demo File


Click here to download the demo file
& use it to understand this technique.

What about you? Do you use them often? Please share your experiences, techniques & ideas using comments.

If you are new to VBA, Excel macros, go thru these links to learn more.

Join our VBA Classes

If you want to learn how to develop applications like these and more, please consider joining our VBA Classes. It is a step-by-step program designed to teach you all concepts of VBA so that you can automate & simplify your work.

Click here to learn more about VBA Classes & join us.

About Vijay

Vijay (many of you know him from VBA Classes), joined chandoo.org full-time this February. He will be writing more often on using VBA, data analysis on our blog. Also, Vijay will be helping us with consulting & training programs. You can email Vijay at sharma.vijay1 @ gmail.com. If you like this post, say thanks to Vijay.

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32 Responses to “More than 3 Conditional Formats in Excel”

  1. m&a in recessionary market says:

    Dude,

    Long time... whts up , I see that urs is the only business which is posting a "Excel" lent growth in this recessionary market....

    Still alive ... so you will be able to reach me if make an attempt... 🙂

  2. James says:

    V E R Y N I C E !!!!

  3. Lincoln says:

    Hi Chandoo.

    When I use your macro in my file, I keep getting a Compile Error because the "cell" variable is not defined.

    Any suggestions?

  4. Chandoo says:

    @Lincoln: Did you have "option explicit" on?

    I am sorry, I didn't define the cell variable.

    you can add this line to the code just below the line "dim i"
    dim cell

    Let me know if you still get this error...

  5. Lincoln says:

    Ah. I've simply declared cell as a range.
    All good now

    Noob at work.

    Thanks for the article. Very helpful. 🙂

  6. Paul says:

    very, very helpful. I didn't know what "define named ranges" meant. one of my colleagues figured it out. I suggest you add the instruction "go to menu - insert/name/define and then make sure the cells at the bottom of the box change to reflect new values if you redefine the range." thanks.

  7. Jahabar says:

    Quite Intresting. If anyone could help. I am trying to do something like this but i want to define values and colours of the value in a range of cells ( Similiar) but i want the other cells to change colour when the value is same as the range defined. ANy help. I want instantaneous( Like conditional formatting) not like running macro.

  8. Chandoo says:

    @Jahabar: Welcome to PHD and thanks for the comments.

    If your source range and target range have same dimensions and source range has 4 different formats (conditional formatting limitation, unless you are using excel 2007) you can do this. If you have more than 4 formats then you may have to use VBA (and create an event like worksheet_change and monitor the range).

    Let me know if you come across a simple non-vba solution for this. 🙂

  9. serdarb says:

    very nice post...

  10. Stružák says:

    May I suggest a little modification of the code?

    Adding "Application.ScreenUpdating = False" at the beggining of the macro and "Application.ScreenUpdating = True" at the end speeds up significantly the whole procedure. As well as omitting "Operation:=xlNone, SkipBlanks:=False, Transpose:=False".

    Not a big deal in this example, but when formatting a larger range of cells, the difference is marked. I've tried to format the number 1457 of cells and the formatting was done 11 seconds faster. :-O

  11. [...] you can overcome the conditional formatting limitation using VBA macros (again, if you are new to excel, you may want to wait few weeks before plunging in to [...]

  12. Hi Chandoo

    Thanks for this macro. I have done few changes to this macro to suit my needs. I had removed the defined names data2use and conditions2use to ActiveWindow.RangeSelection.Address

    This way I can select the cells that require conditional formatting and then run the macro.

    Kind Regards,
    Vasanth

  13. asm says:

    Chandoo, I am using 2007. I noticed the conditional formatting options are different - and they have some built in funtictions for stop light displays, and other dashboard type elements. My question is this, I need to display more colors in the stop light than the standard 3. The World Health Org (WHO) has a Pandemic Flu alert level between 0-6, so i wanted to drive a sharepoint dashboard using excel based on 7 distinct levels. Suggestions?

    • Chandoo says:

      @ASM: very good idea. you can use font based symbols instead of excel traffic light icons to achieve this. the character "=" becomes a small circle when you change the font to "webdings". So you just need to insert a bunch of = signs and use conditional formatting to change the font color. If you need to combine numbers with symbols, then you can use 2 columns instead of one and format them accordingly. Let me know if you need some more help with this.

      Also, if possible, share with us your dashboard when it is ready.

  14. [...] Once we calculate values for all team members using the above formula, we can apply conditional formatting to make the heat map. In Excel 2007, this is one step. In earlier versions of excel, you need to specify 3 conditions to make the heatmap look hot enough or use a macro to get over the 3 conditional formats limitation. [...]

  15. Pitichat says:

    Chandoo,

    Why do you use the "conditions2use" since you can change the VBA and replace "conditions2use" with "data2use" and you won't have to create a zone for conditional formating equal to the data zone.

    The Data will be formated according the "formats2use". Just one thing, if you plan to have some "0" on your data zone, they will be formated like the first cell above your "formats2use" (the green cell with "Formats" inside in your exemple".
    That's why you should leave a white empty cell above the first cell of the "formats2use" zone.

    Regards,
    Pitichat

  16. Justin B says:

    Seeing as no one has posted what they actually might use something like this for here's my 2cents;
    I used the same concepts to build a heatmap of a casino gaming floor, with each populated cell representing a gaming machine (Slot Machine), some simple metric bucketing to determine different shades for the cells, user selectable colours, ability to pick a 'machine' (click on a cell) and repaint the 'floor' showing only machines with similar charateristics, select a value range and repaint the 'floor' showing only the 'machines' within the value range. Users could switch between metrics and repaint the the floor.

    It took a while to put together, but once in use was rolled out to four casinos and used for 4 years. It provided a portable (i.e. no custom software), easy to understand way to manage product from individual machine to groups / classes of product and made it very easy to see how products were performing in geographic relation to each other (something that tables & graphs can't easily do)
    Needless to say it "wowed" many people who only saw Excel as a tool for managing numbers and table based reports
    Being excel just about any user could maintain spreadsheet.

  17. Paul Chapple says:

    @ Justin B - Hey Justin, that counds AWESOME! Can I get a copy of the casino tracker, I work within a similar industry and would love to see how you've constructed it.

    Also, from using this heatmap, I think I'm getting confused. To make the map change color, I thought you had to change the DATA2USE cells, but I see it only changes if you change the vales of thew cells within the CONDITIONS2USE cells. Am I thinking this wrong?????

    Thanks all, this is REALLY making my life easier!!

  18. Rajeev says:

    Hi Dude,

    Thanks for this very useful macro. That was very helpful.

    Kepp up the good work.

    Cheers.

  19. Wagner says:

    Explanation like yours is so important to everyone that want to learn more and more in Excel. Thanks a lot. You are the man ! 🙂

  20. Lee says:

    Chandoo,

    If I wanted to replace the numbers 1-9 with text A-I, what would I need to do to the macro to make it work correctly?

    Thanks!

    • Hui... says:

      @Lee
      If the numbers are alone and not part of larger numbers >10 or with text you can simply use this formula
      =CHAR(A1+64)
      Change A1 to your cell
      Copy Down/Across as required
      Then select the new cells and copy/paste as Values over themselves.

  21. Cathy says:

    I'm trying to do a drop down list that will allow me to select a color and when I select that color it will change my cell to that color. i cannot use contion formating because I have 5 colors. Can you help me with this?
    thanks

  22. Anurag says:

    This tool was great. Can you please suggest a way to include conditions like if value in a cell lies in a range color some other cell red.

  23. CCC says:

    What do I need to change in the programing if I have a mix of numbers and letters.  Example; 5003, 2B01, W005, 1020.  I think the problem is the CInt code but I'm not sure.

  24. Bob says:

    EXCELlent - was able to use your macro with no problems.  Found that modifying it to use the DATA2USE range achived the same result as using the condition2use range.  If the two ranges were equal, your way allows the data range to have completely different values and still have the same color format at the end. 
     
    My data is a little different
    I have an irregular shaped building with students in it.
    I have a list of students assigned to the rooms with the courses they are on
    and a color code for the courses
    would there be a way of using indirect to translate the student names to color code the rooms to what courses they are on?
     

  25. [...] hi Check below link More than 3 Conditional Formats in Microsoft Excel - How to? | Chandoo.org - Learn Microsoft Excel O... [...]

  26. Graham Hartell says:

    The ability to conditional format a range of cells based on criteria in a different, but matching for size, range of cells is exactly what I've been looking for. Unfortunately the macro falls over at the line conditions (i) = CInt (cell.value). I have specified the 3 rangenames, working in excel 2003 but cannot get it to work. Any ideas. I've checked rangenames several times (0-16 being used) but no luck. Thanks

  27. Sebastian says:

    Hello you also can use this code to force ur worksheet to run with more then on condition.
    in this case the condition = case like in example if u want to format something between of the range 0 to 100 for a color
    Set I = Intersect(Target, Range("B2:B8")) <-- thatch the rage u want to work with just set it up for range of cell u want to use to format

    the second formula will show u Interior color nr index just time it and when u format the cell with a color it will show nr in the cell

    enjoy

    Private Sub Worksheet_Change(ByVal Target As Range)
    Set I = Intersect(Target, Range("B2:B8"))
    If Not I Is Nothing Then
    Select Case Target
    Case 0 To 100: NewColor = 37 ' light blue
    Case 101 To 200: NewColor = 46 ' orange
    Case 201 To 300: NewColor = 12 ' dark yellow
    Case 301 To 400: NewColor = 10 ' green
    Case 401 To 600: NewColor = 3 ' red
    Case 601 To 1000: NewColor = 20 ' lighter blue
    End Select
    Target.Interior.ColorIndex = NewColor
    End If
    End Sub

    Private Sub Worksheet_SelectionChange(ByVal Target As Range)
    Range("F1:F1") = Range("F1:F1").Interior.ColorIndex
    End Sub

  28. Tom says:

    Hi Chandoo,

    I tried to add the "More than 3 conditional formats for Excel" VBA macro
    to my Excel 2008 for Mac and it didn't work. Would this VBA macro work
    with Excel 2011 for Mac? Does it have to be a certain version: Student,
    Home & Office, or Standard?

    Thanks for your help.
    Tom

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