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
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
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
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,
Format Chart Area
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
Now change the value of C15 from 90 to 10
The chart should change as per the below image:
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”
Goto VBA, Press Alt+F11
Double click on the VBA Technique code module
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
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.
19 Responses to “Conditionally Format Chart Backgrounds”
Hi Hui,
Very good post Sir, I had never seen Charts with CF before.
Thank you...
1 question:
I have download the file, I am using 2007, and the chart on "VBA Technique" is not changing color while updating the values of Col C.
I am not getting what I am doing wrong.
Regards,
@Khalid
A few ideas
Save it to a trusted location and re-open it
Enable macros
It should then be ok
If it still doesn't work goto VBA (Alt+F11)
Open the Immediate window Ctrl+G
type in Application.EnableEvents = True press enter
Go back to Excel (Alt+F11)
Change the Cell C13 again
Let me know if it still isn't working
Oh great....
It worked after i followed your instruction for immediate window..
Many thanks Sir.
[…] http://chandoo.org/wp/2015/03/27/conditionally-format-chart-backgrounds/?utm_source=feedburner&u… […]
[…] he became Chandoo. I was going through emails before a good night sleep that I read his latest article and went through the technique he employed. He discussed two possibilities and immediately the […]
Using two cumulative Column Charts with different colors only allows the Plot Area to be controlled , not the Chart Area.
[…] shows two ways to change the background color on a chart, depending on a cell value. One method used VBA and the other uses conditional […]
Excellent, also i need some guide lines to prepare dynamic chart like this one http://www.eia.gov/forecasts/steo/realprices/ , check on the range selectors on the scroll bar. i need to to keep my historical data ( past 8 years) summarized and this way it would be helpful.
@Jayant
Excel 2013 includes a Date Selector which allows just this as a slicer
Prior to 2013 you could do this with two controls
one to set the start time and a second to set the duration of the window
For more specific help please ask a question at the Chandoo.org Forums
http://chandoo.org/forum/
Please attach a sample file to allow a more specific answer.
There is a workaround to the disadvantage of the formatting not moving with a dragged chart in the non-VBA method:
1. Conditionally format a range out of the display area
2. Take a snapshot of the conditionally formatted range
3. Group the snapshot output with the chart
4. Send the snapshot to the back of the group
I was about to suggest copying the ranges and inserting it as a linked image- that way it is resizable -to a point- and acts as one object with the conditional formatting -when moving, resizing, etc.
hi
i did one macro with in that particular one sheet only i want to set
.DisplayFullScreen=ture but i was affected all the excel workbook
i want to set this option to particular workbook and worksheet only not all the others
pls help us to slove this problem its urgent
@Devi
You will need to add a line to a Workbook close event like:
Activeworkbook.DisplayFullScreen=False
If you want it to apply to other worksheets in the same workbook
add a similar line to each WorksheetActivate event
ActiveWorksheet.DisplayFullScreen=False
I am not on a pc and so can't try the actual code or event names
[…] How to do Conditional Formatting in the Chart […]
Hi
On chart at top of this page there is a chart with plot area of 5 rows. Want to conditionally format each row based on a number in the source sheet it self.
Hop to modify above code.
Thanks
Charles
[…] How to do Conditional Formatting in the Chart […]
Hi Chandoo,
Can you help with using same code for multiple charts in the sheet
Regards,
Hardik
Hello,
How do I format the background color to 3 colors? I have a graph 0 to 110%. 0 to 80% should be green, 81 to 90% should be yellow and 91 to 110% is red. How do I do that?
Thanks.