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Three week ago I visited the Newton Excel Bach web site where I spotted the Dynamically Defined Dancing Pendulums NewtonExcelBach.
Having noticed that Doug had done a nice animation in Strand7 (a Finite Element Analysis program) Strand7, I thought “I can do that in Excel” and so I did.
This post will not go through the logic of constructing and animating the pendulums in Excel as I have described that over at Excelhero.com and readers who are interested are encouraged to visit there and explore the techniques used.
During the Pendulum project I came across two sub-projects which I felt are worthy of a post here at Chandoo.org as they are a great demonstration of some basic VBA techniques as well as demonstrating the ability of VBA to quickly simplify repetitive tasks.
Sample files are attached for Excel 97-2003 and Excel 2007/10 users to follow through the examples.
PENDULUM SIDE PROJECTS
The Pendulum project consists of 16 Pendulums. Each Pendulum requires 4 Named Formulas, meaning that the projects needs 64 Named Formulas for the 16 Pendulum, as well as adding 16 Series to the chart.
(The above animated GIF is a very poor representation of the smooth scrolling achieved in the Excel animation)
I thought it would be a great idea to see if these jobs could be automated and hopefully save some time during the process.
The result was 2 simple VBA routines which will be described below:
NAMED FORMULAS
Each Pendulum in the project was based around 4 Named Formulas
Named Formula for each Pendulum
p1Len =’1′!$B$9 The Length is stored on the worksheet.
p1o =OMax*SIN(SQRT(g/p1Len)*t) Current angular position of Pendulum 1 at time t
p1x =p1Len*SIN(p1o)*{0;1} Current orthogonal X position of Pendulum 1 at time t
p1y =-p1Len*COS(p1o)*{0;1} Current orthogonal Y position of Pendulum 1 at time t
The only difference between the formulas for Pendulum 1 and Pendulum 2 etc is the replacement of the names of p1 with p2 in the various Named Formulas and of the associated formulas.
On a worksheet Named Formulas a number of formulas were written which display the Named Formulas as required above. Then a small VBA routine was written which loads the Named Formulas.
How
On the Named Formulas worksheet, I have added two columns of formulas for the various Named Formulas required.
For the Pendulum Length Named Formulas
For the Pendulum Angular Position Named Formulas
For the Pendulum X Position Named Formulas
For the Pendulum Y Position Named Formulas
When the formula above are copied down they adjust for the various pendulums numbered 1 to 16 based on the row numbers.
I then setup a VBA routine, Load_Named_Ranges, shown below which loads the Named Formulas.
To Use
Select some or all of the required Named Formulas from the Name Column. That is the code will only load the Selected Named Formulas, allowing the user to load 1 or 2 Named Formulas, for testing purposes, or all the Named Formulas if you choose.
Then Execute the Load_Named_Ranges subroutine either using the Big Red Button or directly within the VBA Editor.
The following will load Named Formulas p3Len to p7Len.
The Load_Named_Ranges subroutine is shown below:
Sub Load_Named_Ranges() Dim c As Range For Each c In Selection ActiveWorkbook.Names.Add Name:=c.Text, RefersTo:=c.Offset(, 1).Text Next End SubWhat does the code do?
The code:
1. Defines the start and name of the subroutine,
Sub Load_Named_Ranges()
2. Defines a variable c as a Range object,
Dim c As Range
3. It then loops through each cell in the selection and assigns it to the variable ‘c’;
For Each c In Selection
4. It then adds a new Named Formula,extracting the Name from the Text Value of ‘c’ and extracts the formula from the cell directly to the right of cell ‘c’;
ActiveWorkbook.Names.Add Name:=c.Text, RefersTo:=c.Offset(, 1).Text
The Name and Formula (RefersTo) both use the Text of the cell, which is what is displayed.
5. It then loops through each cell in the selection until it has done them all;
Next
6. Defines the end of the subroutine;
End Sub
Lets Test It
To test the subroutine we will first delete all the Named Formulas beginning with “p”
Goto the Formula Ribbon Bar and select Name Manager
Select all the Named Formulas that begin with “P” and press the delete button
Accept any warnings
Try and Run the Pendulum’s
Nothing happens as there are no formulas
Ensure the Pendulum are turned off, as the code is still running behind the scenes.
Now Goto the Named Formulas Page
Select all the Named Formula Names in Name Column; B3:B66
Click the Load Named Formulas, button
Go back to Page 1 and try and run the Pendulums now.
ADD CHART SERIES
The second sub-project was the addition of 16 Chart series to the Chart, 1 for each Pendulum.
Using the logic of the Named Formulas VBA code above, the 16 Chart Series Names, X Values and Y values were developed using formulas on the Add Cht Series worksheet and then loading into a chart using a simple VBA routine.
The Add_Cht_Series subroutine is in the Add Cht Series sheet object in the VBA editor.
How
On the Add Cht Series worksheet, I have added three columns of formulas for the various Named Formulas required.
For the Pendulum Name, X Range and Y Range.
When these formulas are copied down they adjust for the various pendulums numbered 1 to 16.
I have then setup a VBA routine, Add_Chart_Series, shown below which loads the Named Formulas.
To use Select some or all of the required Chart Series from the Pendulum Name column.
Then Execute the Add_Chart_Series subroutine using the big red button.
The Add_Chart_Series subroutine is shown below:
Sub Add_Cht_Series() Dim sNumb As Integer Dim c As Range Worksheets(“1”).ChartObjects(“Chart 5”).Activate For Each c In Worksheets(“Add Cht Series”).Range(“B19:b20”) sNumb = ActiveChart.SeriesCollection.Count + 1 ActiveChart.SeriesCollection.NewSeries ActiveChart.SeriesCollection(sNumb).Name = c.Text ActiveChart.SeriesCollection(sNumb).XValues = c.Offset(, 1).Text ActiveChart.SeriesCollection(sNumb).Values = c.Offset(, 2).Text Next End Sub
What does the code do?
The code:
1. Defines the start and name of the subroutine,
Sub Add_Cht_Series()
2. Defines a variable sNumb as an integer, and a variable c as a Range object
Dim sNumb As Integer Dim c As Range3. It then activates the Chart containing the pendulum
Worksheets(“1”).ChartObjects(“Chart 5”).Activate
4. It then loops through each cell in the Range defined by the Range, in this case B19:B20 and assigns it to the variable ‘c’; You can adjust the Range to suit.
For Each c In Worksheets(“Add Cht Series”).Range(“B19:B20”)
5. It then counts how many existing series are in the chart and sets the next Series Number sNumb to that value + 1.
sNumb = ActiveChart.SeriesCollection.Count + 1
6. The next 4 lines add a new series to the chart and setup the new series Name, X Value and Y Values. The Name, X Value and Y Values are retrieved from the Text of the cell c and the adjacent two cells using a Range Offset modifier
ActiveChart.SeriesCollection.NewSeries ActiveChart.SeriesCollection(sNumb).Name = c.Text ActiveChart.SeriesCollection(sNumb).XValues = c.Offset(, 1).Text ActiveChart.SeriesCollection(sNumb).Values = c.Offset(, 2).Text7. It then loops through each cell in the selection until it has done them all;
Next
8. Define the end of the subroutine;
End Sub
Lets Test It
To test the subroutine we will first delete a few of the Chart Series
Select the Chart
Select two Pendulums noting the series Number of the Bobs eg: 9 & 10
Goto the Add Chart Series Worksheet
Note the Range Corresponding to the 2 missing Pendulum B11:B12
Goto the VBA Editor
Adjust the Line
For Each c In Worksheets(“Add Cht Series”).Range(“B11:B12”)
With your cursor in the Subroutine press F5 once only
Go back to Page 1 and you should now have 2 New Pendulum
Run the Pendulums now.
You will have to manually set the shape of the Bobs to a Circle and size 15 and re-arrange the order of the series to ensure they are in order, but you can practice that manually.
SUMMARY
The post has shown how using some very simple VBA and a bit of lateral thinking to put together some simple tools to simplify 2 common and repetitive tasks.
In the Named Formulas case, the code took less than 2 minutes for me to write and then another 5 minutes to do the formulas for the Named Formulas. I didn’t try but I am sure it would have taken a good 20+ minutes to enter 64 Named Formulas.
Writing this post took much longer than doing the whole Pendulum Project.
Two examples during my working career, where VBA code has been used to save massive amounts of time and money:
In the first case I wrote some code to combine data from several hundred workbooks with varying numbers of sheets up to 30 and differing quantities of data on each sheet, a task that could have taken weeks manually with the included opportunity for errors to be introduced, into a subroutine which took 30 minutes to run and gave a printout of the results including what files, sheets and rows of data were included in the import.
In a second case a Number of Workbooks, a Word template and some VBA code was used to replace a person whose sole job was to manage that data. This job saved the company $50k+ per annum and the task was given to a clerical person who could now do the task in their spare time.
LINKS
Huis Excel Hero Pendulum: http://www.excelhero.com/blog/
Pendulum Physics: http://hyperphysics.phy-astr.gsu.edu/hbase/pend.html
Newton Excel Bach: http://newtonexcelbach.wordpress.com/2011/05/25/dancing-pendulums-2/
What could your simplify by using automation within Excel ?
What could you simplify or speedup using Excel automation?
Let us know in the comments below:



























13 Responses to “Gantt Box Chart Tutorial & Template – Download and Try today”
Hi Chandoo
As one of your students I have followed your detailed example through with great success. However, Excel is acting in an unexpected way and I wonder if you could take a look?
http://cid-95d070c79aef808e.office.live.com/self.aspx/.Public/Gantt%20Box%20Chart.xlsm
On my version, I have to type 40239 (Which equates to 2 Mar 2010) to get the chart to display 31 May 2010 (which should be 40329)!!??
Have I done something wrong or is Excel acting up?
Thx
Oli
PS Your example file in 2007 displays correctly.
Hi,
I like this idea a lot, but I agree the name is a little drab.
As an American I may just be seeing things, but to me the combination of lines and bars on your chart looks like a bunch of cricket bats.
Maybe you could work that into a catchier name. 🙂
Cheers!
Here is some code I use to keep the axis synched.
It may be useful to some of your readers
It is based on a comment I saw on Daily Dose of Excel.
Function SynchGanttAxis(Cname, lower, upper)
'Sets the X min and X max for Category axis
Application.Volatile
On Error Resume Next
'
'Top Horizontal Axis
With ActiveSheet.Shapes(Cname).Chart.Axes(xlCategory, 1)
.MinimumScale = lower
.MaximumScale = upper
End With
'Bottom Horizontal Axis
With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 2)
.MinimumScale = lower
.MaximumScale = upper
End With
End Function
Function SynchVerticalAxis(Cname, lower, upper)
Application.Volatile
On Error Resume Next
' Excel 2007 only
'Right hand vertical axis
With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 1)
.MinimumScale = 0
.MaximumScale = upper
End With
End Function
@Oli.. Can you check your file again.. I see 40329...
@Dave: Even I saw things.. the bars actually looked like lollipops. How about calling this lollipop chart - now that would be yummy and goes along the tradition of naming charts after eatables (bar, pie, donut...)
@Bob: Superb stuff... thanks for sharing 🙂
Hi Chandoo
This looks really good and I think it can also be applied to show project phases / milestones.
Question: Thinking further could this be amended to display a project lifecycle (Idea through to Implementation say 7 phases) on one bar / row? Just imagine 20 projects within a programme all on one chart one bar each showing their respective lifecycle stages i.e. on one page.
Idea: As the Gantt Box Chart this is quite intensive to set up re formatting etc how about the added extra of once you have completed this to "Save as template" i.e. saves the formatting and layout of the chart as a template so you can apply to future charts. Simple to do and will save the time formatting etc again and again and again.
Therefore tip: Click on your chart demo and then click on Save As template icon (2007) - edit file name and click on save. Ready to use / apply via Templates in Change Chart Type window.
Thanks and be very interested if the lifecycle question can be resolved
Mike
How embarrassing.
I was obviously suffering from numerical dyslexia. I was one of those days.
@Mike H: You can easily make this chart to work like a generic project lifecycle plan chart. All you have to do is,
1. in a separate sheet define the steps of lifecycle and various dates in a table (with 5 columns for each of the projects you have).
2. now use a control cell to input the project name you want to show in the chart
3. based on the input, use OFFSET Formulas to get the correct data
4. Rest is same as the tutorial above
For more info on the dynamic charting visit http://chandoo.org/wp/tag/dynamic-charts/ and http://chandoo.org/wp?s=OFFSET
Your solution is really smart but in the en Excel isn't meant to do stuff like this. I, as a former PM, always thought is was frustrating that you had to do stuff like this for something simple like a Gantt chart. So I built Tom's Planner. And would like to plug it here. I think it really solves the problem you are trying to solve in the most efficient way. Check out http://www.tomsplanner.com for a free account or play around with the demo.
Hi there,
Chandoo - this is really a very nice and helpfull chart - I adopted it, so I can report a forecast or the delay of a certain task (coming from my role as an auditor for projects).
One topic I´m currently struggeling with: I do have a project lasting for lets say 12 month. For a management reporting, I want to have kind of snapshot, lets say one month back and 2 month in the future. I tried with the offset formula, but failed. Any idea?
Thx
Lopi
[...] Ein viel geliebter Klassiker ist die Erstellung von GANTT-Diagrammen mit Excel. Wir hatten das Thema wiederholt schon hier. Chandoo.org hat sich mal wieder mit einer neuen Variante hervorgetan: Das GANTT-Box-Chart. [...]
[...] [...]
Hi Chandoo - fantastic xls. One thing I can't figure out how to do is adjust the alignment of the vertical axis. I would like to left align so that I could indent to represent sub tasks. Can that be done? Or is there a better way?
I've been trying to work out if there's a way to show weekends on the graph. The closest thing I've got is to add them on a secondary axis, but then I haven't been able to keep both axis lined up together! Any ideas?
Following on from this - is it possible to show things like holidays?