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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20 Responses to “Untrimmable Spaces – Excel Formula”

  1. MF says:

    Hi Chandoo,
    First of all, HAPPY NEW YEAR!!! Wish you and your family another fruitful year ahead.

    To answer your question: Power Query is the best way to trim. 🙂

    Btw, if Power Query is not available, then formula would absolutely do... but did you forget to mention also Char 32?

    One more question: Is the trailing minus meant to be a negative number? Maybe only the sender knows... 🙂

    Cheers,

  2. Duncan Williamson says:

    I know these spaces can be a real pain but these days I advise Excel users to learn and use Flash Fill and that will learn what to do pretty quickly.

  3. David Hager says:

    Highlight range to be cleaned. Then, in Replace, hold down the Alt key and type 0160. Replace with nothing.

  4. Steve Jones says:

    I accomplished this by writing a macro to go through all the possible unprintable characters. Looped through the range.

  5. Ramnath D says:

    I use a different method here. First, I will copy the data from Excel and paste it in a notepad. In Notepad, I will do a Find Blanks (Space " ") and Replace (Empty) with nothing.

    Then you can copy the data from Notepad and paste it back to Excel which will be a perfect number as you desire.

    But Thanks for the formula. Its probably the 2nd out of 8 tricks as Chandoo mentioned. Waiting for the rest among 8 from other users 🙂

  6. Andrew says:

    I don't understand the x's. Why weren't they removed in the formula? Or are they part of some sort of numeric formatting that I'm not familiar with? I saw how you handled the non-breaking spaces and the dashes, but am confused about what role the x's played in all this.

    Thanks!

    • NARAYAN says:

      Hi Andrew ,

      The xs have been used solely to demarcate the actual data text ; thus , without the x in place at the end of text , as in :

      x 4,124,500.00 x

      it would be impossible to know that there are unwanted trailing characters , in this case , after the last 0.

      These xs are not part of the original data text , nor are they used in the formulae ; they are put in only so that readers can visualize the individual items of data as they are in practice. Think of them as imaginary delimiters.

      • Andrew Patceg says:

        Oh, that makes sense! Thank you for the explanation. I had a feeling it was something along those lines.

  7. Mucio says:

    You can type this character using the Keys Alt+0160.
    Very useful to replace this Character using Find and Select resource.

  8. Neva says:

    For many years, my jobs have included ETL tasks and I built this macro to help long, long ago. I tweak it every now and again. Many co-workers, past and present, have it wired to a button on their toolbar.

    Sub Clean_and_Trim()
    'CAUTION: Strips leading zeroes -- do not use on zipcodes, etc.

    If Application.Calculation = xlCalculationAutomatic Then
    Application.Calculation = xlCalculationManual
    Revert = 1
    ElseIf Application.Calculation = xlCalculationManual Then
    Revert = 0
    End If

    For Each Cell In Selection
    For x = Len(Cell.Value) To 1 Step -1
    If Asc(Mid(Cell.Value, x, 1)) = 160 Then
    Cell.Replace What:=Chr(160), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    If Asc(Mid(Cell.Value, x, 1)) = 32 Then
    Cell.Replace What:=Chr(32), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    Next x
    If Cell.Value "" Then
    Cell.Value = Application.Clean(Application.Trim(Cell.Value))
    End If
    Next

    If Revert = 1 Then
    Application.Calculation = xlCalculationAutomatic
    ElseIf Revert = 0 Then
    Application.Calculation = xlCalculationManual
    End If

    End Sub

  9. Brigitte Calahate says:

    This is awesome! What if you have several characters you need to have removed? What would be the easiest way as I can imagine there are several ways.?

    # - 35
    $ - 36
    - 62
    / - 47
    , - 44
    . - 46
    " - 34
    : - 58

  10. Roby says:

    This is typical case of a Fitbit data export to Csv file. Each number has CHAR160 as thousand separator.. how smart Fitbit, thank you 😉

    By the way, i prefer to copy the character, and use find and replace.

  11. Suhas Shetty says:

    Sometimes it happens if you copy a table from outlook and paste it in excel. When you apply formula on those cells you will get error. What i use to do is
    copy one character that looks like space,
    select the entire range,
    go to Find and replace,
    Paste the copied character in Find option
    Leave the replace option unfilled..
    click on replace all..

    All the errors shall be converted in to proper values..

    Process looks lengthier.. but it is one of the simplest method

  12. Gerry says:

    If Clean, Trim, and Substitute, or Find and Replace does not complete the job, I usually enter a value of 1 in an empty cell. Copy the Value of 1, Highlight the range of text numbers, and Paste Special, Values, Multiply. This site is great!

  13. king faisal says:

    You can use Dose for Excel Add-In that can quickly clean huge data with one click besides more than +100 new functions and features to add to your Excel to save time and effort.

    https://www.zbrainsoft.com

  14. R.Ranjit says:

    Hi,
    I have a problem in excel. The sheet attached herewith.

    TABLE CONFIG 2/6
    A B C D E F G H
    1 WEIGHT1 43,599 WEIGH2 62500 WEIGHT3 77000 WEIGHT4 66,500
    2 DEDUCTION1 15,000 DEDUCTION1 15,000 TEMP 0 DEDUCTION2 11,005
    3 RESULT 58,599 RESULT-1 77,500 RESULT-2 77,000 RESULT-3 77,505
    4 RESULT SUBSTRACT 0 0 0
    5 REQUIRED VALUE 77,500 77,000 77,505

    Note: 1- RESULT (58599) IS TO BE DEDUCTION EITHER FROM D4 OR F4 OR H4 WHICHEVER IS MOST
    LEAST CELL AMONG RESULT-1 OR RESULT-2 OR RESULT 3.
    2-HENCE, RESULT VALUE $B$3 IS TO BE PRESENTED ON CELL EITHER D4 OR F4 OR H4 WHICHER IS
    MOST LEAST VALUE
    3-FORMULA =IF(E8<H8,$B$9,IF(E8<J8,$B$9,IF(H8<J8,$B$9,IF(H8<E8,$B$9,IF(J8<H8,$B$9))))))
    CREATED ON CELL D4,F4 & H4 DID NOT WORK.
    PLS FOR YOUR HELP.
    THANK YOU

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