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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39 Responses to “Some charts try to make you an April fool all the time (or why 3d pie charts are evil)”

  1. TheQ47 says:

    Another little trick they've used in that pie chart is in the positioning of the car sales in relation to each other. The way in which you present them in the column chart is from highest seller to lowest seller, left to right, which is what we're used to seeing. But in the dastardly pie chart, the two smallest selling cars (the SX4 and the Scala) are placed one either side of the Verna, which serves to make it look bigger again.
    Also the perspective at which you look at the pie chart makes the Verna look bigger. From my experimintation, a perspective of around 35-37 degrees makes it look like an even bigger slice, which appears to be what the advertiser has done.
    All of this manipulation would make you think of the "photoshopping" or "air-brushing" that is done on photos of models, film stars, and so on, in magazines, to give them the unattainable looks, skin, shape, etc., etc., that many aspire to, but can never reach.
    This post is quite the learning experience, thanks very much.

    • amanda says:

      please help!!!! im taking a computer class at SPC in clearwater. i have an excel worksheet to turn in and my pie charts are just blank no pie at all, all the other charts are working but i need #D pie chart can anyone help me to restore the 3D Pie chart??? Emergency

  2. David Onder says:

    This is a great example of why I do not like pie charts.  
    I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
    And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.
    signed David Onder

  3. kidakaka says:

    Reminds me of the quote ... statistics are like bikinis ... what they reveal is suggestive, what they conceal is vital.

    • KStilwill says:

      I love that Quote and you are so right, now to get the upper management to understand that!!!

  4. kidakaka says:

    Oh .. and wont it be awesome if u can create a quick decision tree tool for jo so that she can buy shoes :p ... perhaps link it to jabong.com or flipkart.com account and boom ... a spreadsheet shopping tool!

  5. There are a only two acceptable pie charts: actual pie and cheesecake. 

  6. Leon Kowalski says:

    My own commitment to the truth is to incorporate pereto graphs (Few, 2006) into most of my bar/column graphs.  The pereto is  activated by a non-printing check box form control.  This method has proven its worth on a number of occasions when presenting data and demonstrating its integrity when challenged - Also gets a kudos point from the boss for foresight, preparedness and professionalism :-).
     
    Leonk

  7. Luke M says:

    A little part of me dies inside whenever I see presentations from upper level technical management that includes exploded 3D pie charts.
    I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.signed Luke M

  8. PPH says:

    So if the goal is to mislead, 3-D pie charts are great.  There is a use for everything.

    • Avi says:

      Definitely agree with you. They did the appropriate thing as a marketing scheme. The chart is not "wrong" in any way, just misleading to the eye. 

      I think it's an excellent ploy.

  9. eagerpies says:

    I think these are an excellent display of the versatility of storytelling that is allowed by the champion of charts, the pie.  Great work Chandoo.  See my site for some further examples of effectively working with pie charts.  eagerpies.com

  10. Bryn Baker says:

    Well done Chandoo, all points clearly made; I'd add that there are lies, damned lies, statistics, pie charts and tweaked pie charts.
    I never recommend a pie chart but some of my custoners are so stupi are sure their requirements are correct. And the customer is always right (when he is the boss). So no pledge but lots of support.
    When I teach charts I ask what is the purpose of charts? Fairly sharp students talk about information over data. The purpose is to make better decisions happen. The accuracy is essential, the usability is essential, but the real gain is when the manager sees what to do to make the figures better.

  11. Bryn Baker says:

    Why do you have strikethru option in replies that is visble when editing but lost when posted? Of course is this does show a strikethru I must have got it wrong; let's see..

  12. Bryn Baker says:

    ... no thought not. Register aplea for strikethru to work. Thanks

  13. Kiev says:

    Hand on experience, thank you for sharing this.

  14. Meic Goodyear says:

    My favourite (if that's the right word) is Stve Jobs at

    http://www.myspace.com/crazyalaskandude/photos/30206354

    Some people must be assumed to know better, in which case it must be intentional.
    There's a classic book called How to Lie with Statistics, and another called How to Lie with Maps. Time for How to Lie with Charts?

  15. 5antiago says:

    A time and a place for everything, in my opinion. E.g. pie charts are good for communicating specific things to a wide and general audience, because everyone feels comfortable with the form at least.

    3D pie charts are good for giving the appearance of analysis to people who wouldn't read them anyway.

    In Excel, I use flattened 3D pie charts because they let me control the rotation of the chart to put the most important slices where I want them. That said, I don't use pie charts very often because my audience doesn't demand them

  16. SomeintPhia says:

    Sorry, but all kind of 3d stuff is horrible! Better, let's back a pie!

  17. SomeintPhia says:

    Sorry, but all kind of 3d chart stuff is horrible! Better, let's back a pie!

  18. Guest says:

    Call this the chandoo effect!!! Did u check out the same advertisement with a different type of chart in yesterdays newspapers??? Even the marketing managers listen to chandoo.

  19. Sarah says:

    I've always disliked pie charts for this reason and exploded 3d pie charts makes a liar out of their creators. its like the old man and his fish story.... I promise to never make a 3d pie chart (unless its as a joke). If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
    And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.

  20. OberonViking says:

    I teach mathematics at high school, and this article will now feature as a regular teaching tool in the topic Misleading Graphs. Thank you.
    ...and along those lines, I realise I need to create more exploded 3D pie charts, more over-formatted graphs and more line graphs for categorical data to demonstrate poor graph choice.

  21. OberonViking says:

    ...and the staircase graph is even worse than the 3D pie chart. When you analyse it in terms of the amount of yellow on the graph compared to any other colour - particularly green which was second - it appears that Verna holds at least 50% market share.

    • OberonViking says:

      I ran through this graph as a lesson on Misuse of Graphs. We placed a 5mm grid over the image of the graph and counted the squares. The image is 58% yellow. This surprised the students because they were analysing the chart and interpreting it as about 40%. I remarked that the 58% yellow was influencing their judgement. It was a very good lesson.
      Thanks for this great teaching resource.

  22. For most practical reasons, I believe there is no need to use a 3D chart unless a Z-axis is needed for your data -- and pie charts need not be 3D since they don't need to show any axis!

  23. text the romance back review says:

    Your method of telling the whole thing in this paragraph is genuinely good, every one be capable of simply
    understand it, Thanks a lot.

  24. Matt Healy says:

    I agree about pie charts. I didn't recognize the name "Verna" so I had to Google it: Hyundai sells the same car in the US as the "Accent."

  25. Shadow Jam says:

    I cant stand 3d pie charts. 2d ones are bad enough. And im my opinion the staircase chart is even worse. Note that with the verna we see two sides which gives it a visible width on the page/screen about three times as wide as the second highest scoring one, where we can only see one side of it.

    However, I won't make the promise. Whilst I think acurate representation of stats is a morale obligation of those who need to present impartial data, you have to admire the marketing team for not missing a single trick.

    Unfortunately with slick charts with the lighting and 3d effects, it makes acurate flat charts look boring and unprofessional to the uniformed 90% who view style over substance.

    As an example of this, I was reading information packs from vendors, and out of the dozen or so, not a single one had flat charts....

  26. Alex says:

    Hi, Chandoo!
    Can we download some chart template like in your post? ))
    It is really pretty.

  27. […] Ah good day to my Tableau disciples. Peace be with you. May your day be free of exploding 3D pie charts… […]

  28. […] ovšem uvádí Chandoo, kolá?ové grafy lze naproti tomu dob?e využít k manipulaci. Linkovaný p?íklad s videem […]

  29. […] Even people who have the best of intentions create graphics that mislead just because they don’t know about statistics, they don’t know about logic, they about the principles of visualization. It’s not their fault, just like it was not my fault 10 or 15 years ago. Nobody had educated me. It was only through the process of reading books, studying, and learning from other people that I discovered the many mistakes that I’d made in the past, for example, creating 3D pie charts. […]

  30. Jon T says:

    I think if the point is to create BS, everything should be not only in 3d but in 4d!

    4d FTW

  31. […] makes it very difficult to visually compare data. A good example of how misleading a 3-D charts can be found here. Less is more. Make your visualizations as simple and clean as possible, it makes them much easier […]

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