Conditionally Format Chart Backgrounds

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Recently, Paul, a reader, of the Chandoo Blog Post: Colors-in-excel-chart-labels-trick asked a question:

“Hi Chandoo,

Is it possible to change the background label color on chart depending on the value? ”

I answered with a general “Yes” and offered two solutions
1. Using CF to color the background cells behind the chart
2. A VBA Solution to change the chart colors

This post will examine how to implement each method:

I have attached sample files which includes both examples Excel 2007-13 Sample or Excel 97-2003 Sample
You can follow along in this file before attempting it on your own data.

 

Using Conditional Formatting to Color the background cells

In the sample file goto the CF Technique worksheet

In CF Technique worksheet you will see a set of data with dates and Scores for each date

CFCBG01

Below the main table is a calculation of the slope of the line of best fit through the data
This shows either a positive number when the data is trending upwards or a negative number when it is trending downwards

For the purpose of this we can simply change the yellow cell C13 from 90 to 10 to change the slope from a Positive to a Negative value

CFCBG02

Next to the chart is a simple X-Y Chart showing the Scores vs the Date (Blue) and a Line of best fit (Dashed Red)

The chart is exactly covering the range E3:L15, this is achieved by placing the chart roughly in position and then holding the Alt Button whilst dragging the corners or edges of the chart.

Note: The use of Alt forces Excel to Snap the object onto the cell edges and lock it there, so that when the column width or row height changes, the Chart will resize with it.

Next we set the colors of the Chart Area and Plot Area to Transparent (No Color)

The Chart area is the Background area of the chart, White in the following example

The Chart area is the Background area of the chart, Yellow in the following example

CFCBG05

We can see that the chart area has no color in the above picture as we can see the Grid Lines through the Chart Area.

Format the Chart Area

Select the Chart

Right Click in the Chart Area,

CFCBG03

Format Chart Area

CFCBG04
Click on the Fill Tab and set the Fill to No Fill

Format the Plot Area

With the chart selected, Right Click in the Plot Area,
Format Plot Area
Click on the Fill Tab and set the Fill to No Fill

Click outside the chart

Apply a Conditional Formatting to the Range behind the Chart

Select the range E3:L15 (You won’t be able to use a mouse) or drag the chart out of the way first.

Goto Conditional Formatting Tab
New Rule
Use a formula to determine which cells to format
Enter the formula: =$C$15>0
Select the Format Button and select a Light Redish Color
Ok

Goto Conditional Formatting Tab
New Rule
Use a formula to determine which cells to format
Enter the formula: =$C$15<=0
Select the Format Button and select a Light Greenish Color
Ok

CFCBG06

Now change the value of C15 from 90 to 10

The chart should change as per the below image:

CBG01

Advantages:

  • Doesn’t require VBA (VBA not permitted on some corporate systems)
  • Simple to setup for those unfamiliar with VBA

Disadvantages:

  • The Chart is locked to the cells and can’t be moved moved independently of the background cells
  • More difficult to implement multiple color scenarios
  • Harder to permit independent changes to the Chart and Plot areas

 

Using VBA to directly change the color of the Chart Chart Area

In the sample file goto the VBA Technique worksheet

You will see the same set of data with dates and Scores for each date

Select the Chart and notice that the Chart is called “Chart 1”

CFCBG07

Goto VBA, Press Alt+F11

Double click on the VBA Technique code module

CFCBG08

Copy and paste the following code into the module

Private Sub Worksheet_Calculate()

Dim myColor As Long
Dim myChart As String

Application.EnableEvents = False

If ActiveSheet.Name <> "VBA Technique" Then Exit Sub

myChart = "Chart 1"

If [c15] <> [OldSlope] Then

  If [c15] > 0 Then
    myColor = RGB(250, 190, 145) 'Apricot
  Else
    myColor = RGB(135, 235, 145) 'Pale Green
  End If
  
  ActiveSheet.ChartObjects(myChart).Activate
  ' Color the Chart Area
  With ActiveSheet.Shapes(myChart).Fill
    .Visible = msoTrue
    .ForeColor.RGB = myColor
    .Transparency = 0
    .Solid
  End With
  
  ' Color the Plot Area
  ActiveChart.PlotArea.Select
  With Selection.Format.Fill
    .Visible = msoTrue
    .ForeColor.RGB = myColor
    .Transparency = 0
    .Solid
  End With
  
  ActiveWorkbook.Names.Add Name:="OldSlope", RefersToR1C1:="=" + CStr(Cells(15, 3).Value)
End If

Application.EnableEvents = True
Range("C17").Select

End Sub

 

Return to the Excel worksheet

Now change the value of C15 from 90 to 10

CBG02

If the Chart area doesn’t change color follow the following few steps

Goto VBA (Alt+F11)
Open the Immediate window (Ctrl+G)
Type in Application.EnableEvents = True press enter
Go back to Excel (Alt+F11)

Advantages:

  • Allows the Chart to be moved independently of the background cells
  • Allows a much simpler implementation of multiple color scenarios
  • Allows independent changes to the Chart and Plot areas as well as other Chart Elements

Disadvantages:

  • Requires VBA (not permitted on some corporate systems)

 

Other Chart Conditional Formatting Posts

You may also be interested in the following Chart Formatting posts:

http://chandoo.org/wp/2011/08/19/selective-chart-axis-formating/

http://chandoo.org/wp/2011/08/22/custom-chart-axis-formating-part-2/

 

Closing

What do you think of these techniques?

Let us know in the comments below.

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14 Responses to “How many ‘Friday the 13th’s are in this year? [Formula fun + challenge]”

  1. in C3=2016
    in C4=3
    in C5=1 (the first next year with three Friday the 13ths)

    =SMALL(IF(MMULT(--(MOD(DATE(C3+ROW(1:1000),COLUMN(A:L),13),7)=6),ROW(1:12)^0)=C4,C3+ROW(1:1000)),C5)

    formula check in the next 1000 years

  2. Brian says:

    This will generate a table of counts of Friday the 13th's by year. If I didn't screw it up the next year with three is 2026.

    I created a simple parameter table with a start date and end date that I wanted to evaluate. That calculates the number of days and generates a list of those days. Then filter and group. The generation of the list in power query (i.e. without populating a date table in excel) is pretty cool, otherwise this isn't really doing anything than creating a big date and filtering/counting.

    let
    Source = List.Dates(StartDateAsDate, Days2, #duration(1,0,0,0)),
    ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
    AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
    AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
    FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
    Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
    in
    Friday13thsByYear

    • Brian says:

      With the parameters replaced by values should you want to play along at home. This runs for 20 years starting on 1/1/2016.

      let
      Source = List.Dates(#date(2016,1,1), 7300, #duration(1,0,0,0)),
      ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
      AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
      AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
      AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
      FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
      Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
      in
      Friday13thsByYear

  3. Alex Groberman says:

    =MATCH(3,MMULT(N(WEEKDAY(DATE(C3+ROW(1:100)-1,COLUMN(A:L),13))=6),1^ROW(1:12)),)+C3-1

    • David N says:

      It should be pointed out that Alex's solution, unlike some others, has the additional advantage of being non-array. My solution was nearly identical but with -- and SIGN instead of N and 1^.

      =C3-1+MATCH(3,MMULT(--(WEEKDAY(DATE(C3-1+ROW(1:25),COLUMN(A:L),13))=6),SIGN(ROW(1:12))),0)

  4. SunnyKow says:

    Sub Friday13()

    Dim StartDate As Date
    Dim EndDate As Date
    Dim x As Long
    Dim r As Long

    Range("C7:C12").ClearContents
    StartDate = CDate("01/01/" & Range("C3"))
    EndDate = CDate("31/12/" & Range("C3"))
    r = 7
    For x = StartDate To EndDate
    If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
    Cells(r, 3) = Month(x)
    r = r + 1
    End If
    Next
    End Sub

    • SunnyKow says:

      Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3

      Sub ThreeFriday13()

      Dim StartDate As Date
      Dim EndDate As Date
      Dim x As Long
      Dim WhatYear As Integer
      Dim Counter As Integer

      Range("E7").ClearContents
      StartDate = CDate("01/01/" & Range("C3") + 1)
      EndDate = CDate("31/12/" & Range("C3") + 100)
      Counter = 0

      For x = StartDate To EndDate
      If WhatYear Year(x) Then
      WhatYear = Year(x)
      'Different year so reset counter
      Counter = 0
      End If
      If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
      Counter = Counter + 1
      If Counter = 3 Then
      WhatYear = Year(x)
      Exit For
      End If
      End If
      Next
      Range("E7") = WhatYear

      End Sub

      • SunnyKow says:

        *RE-POST as not equal did not show earliuer
        Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3

        Sub ThreeFriday13()

        Dim StartDate As Date
        Dim EndDate As Date
        Dim x As Long
        Dim WhatYear As Integer
        Dim Counter As Integer

        Range("E7").ClearContents
        StartDate = CDate("01/01/" & Range("C3") + 1)
        EndDate = CDate("31/12/" & Range("C3") + 100)
        Counter = 0

        For x = StartDate To EndDate
        If WhatYear NE Year(x) Then
        WhatYear = Year(x)
        'Different year so reset counter
        Counter = 0
        End If
        If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
        Counter = Counter + 1
        If Counter = 3 Then
        WhatYear = Year(x)
        Exit For
        End If
        End If
        Next
        Range("E7") = WhatYear

        End Sub

  5. Devesh says:

    I've a doubt with using array formula here.
    In sample workbook, I tried to replicate the formula again.
    =IFERROR(SMALL(IF(WEEKDAY(DATE($C$3,ROW($A$1:$A$12),13))=6,ROW($A$1:$A$12)),$B7),"")
    For this I selected C7 to C12, and typed the same formula and pressed ctrl+alt+Enter. But in all cells it is taking $B7 (and not $B7, $B8, $B9.... etc)
    and since it is array formula I can't edit individual cell.
    Please guide.
    Thanks

  6. Pablo says:

    Hi Chandoo,
    Cool stuff. You need to clarify that the answer of 5 represents the 1st month in the year that has a Friday the 13th, and not the number of Fridays the 13th in the year. Subtle, but important difference.
    Thanks,
    Pablo

  7. Micah Dail says:

    I like the MMULT() function far more, but here's how I would have tackled it. It uses an EDATE() base and MODE() over 100 years. I'm assuming that 100 years is enough time to catch the next year with 3 friday 13th's. Array entered, of course.

    {=MODE(IFERROR(YEAR(IF((WEEKDAY(EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))))=6), EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))), "")), ""))}

  8. Jason Morin says:

    Finding all the Friday the 13ths in a Year:

    =SUMPRODUCT((DAY(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))))=13)*(TEXT(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))),"ddd")="Fri"))

  9. jmdias says:

    {=sum(if(day.of.week(DATe($YEAR;{1;2;3;4;5;6;7;8;9;10;11;12};13);1)=6;1;0))}
    just list the years

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