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Working with Chart Object in VBA

Working with Chart Object in VBA is a complicated matter, but interesting too. Once the code is developed it is very useful and can be used across Applications to prepare Graph Charts with the same look and feel in minutes. There are several Chart Types, Chart Areas and numerous Object Groups and Objects to work with. The Range of values that can go into them, are too many. There are Chart Type specific properties and value-ranges, like the Auto Scaling property that can be used only for 3D Charts.

I did some searching, experimenting and created a VBA Routine that can modify the Graph Chart elements with beautiful formatting to my liking. I hope you will like it too. The sample run result image is given below.

Resizing of Graph Chart and formatting of several elements, like Chart Title, Axis Titles, Chart Area, Plot Area and Chart Bars with Gradient color, Legends, Grid Lines, Data Labels and alignment of Data Labels are done with VBA Code. Placing a Chart Object on the Report with few property changes, as a starter kit, are done manually.

When the Program is run, it gives three options to choose from:

  1. Bar Chart
  2. Line Chart
  3. Pie-chart.

The same Graph Chart is transformed into any one of these Types and the sample values from a Table is used for all the three. Pie-Chart will only use the first record from the Table and the treatment of values in a pie-chart is different from Bar Chart or Line Chart. Here, it is used only for example purposes and Pie-chart is not treated separately.

The following Color index numbers can be used in different combination in Program to get different shades of gradients.

Follow the few simple steps explained below to get prepared for the trial run.

  1. Create a Table with the following Structure and save it with the name Table1.
  2. Add the sample records with the values shown above.
  3. Open a new Report in Design View.
  4. Select Object. . . from Insert Menu and select Microsoft Graph 2000 Chart (or Microsoft Graph Chart in MS-Access 2003) from the Object Type List.

    The inserted chart object with default values will be in an activated state, displaying the default values in the Data Grid.

  5. Click outside the chart on the Detail Section of the Report to de-activate and de-select the Chart.

  6. Click on the Chart again to select it and display the Property Sheet (View - - >Properties).

  7. Change the following Property Values as given below:
    • Name : Chart1
    • Row Source Type : Table/Query
    • Row Source : Table1
    • Column Heads : Yes

    Even though the following properties can be changed manually, these are changed through Code:

    • SizeMode : 3 (Zoom)
    • ColumnCount : Number of Colums in the Source Data
    • Left : 0.2917?
    • Top : 0.2708?
    • Width : 5.5729?
    • Height : 4.3854?

    A 2D Chart Object has 3 different areas:

    1. the outer Frame
    2. Chart Area where Chart Title, Axis Titles and Legend Values appears.
    3. Plot Area where the chart Data Series Values, Data Labels, Gridlines, Scale and Category Values appear in Bar or Line Charts.

    If the SizeMode property set to Clip (value 0) then resizing the Chart with the last four values (Left, Top, Width & Height given above) will only change the size of the outer Frame. The inner Sections Chart Area and Plot Area will not resize with the change. If it is set to Stretch or Zoom(Values 1 or 3 respectively) then they will resize to fit within the outer frame area. Zoom is a better setting because it will maintain the Chart in the correct proportions when re-sized, without distortion.

    The Column count property value is found from the Row Source Table or Query String.

    We are validating the settings in Row Source Type property. If it is not set with the value Table/Query then it will change to that value. But, if the Row Source property is not set with a Table Name or valid SQL String then the program will terminate with a message.


  8. Save the Report with the Name myReport1.

  9. Copy and Paste the following VBA Code into the Global Module and save the Module.
    Public Function ChartObject(ByVal ReportName As String, ByVal ChartObjectName As String)
    '------------------------------------------------
    'Author : a.p.r. pillai
    'Date   : June-2008
    'Source Code : from Microsoft Access Help
    'and modified certain parameters
    '------------------------------------------------
    Dim Rpt As Report, grphChart As Object
    Dim msg As String, lngType As Long, cr As String
    Dim ctype As String, typ As Integer, j As Integer
    Dim db As Database, rst As Recordset, recSource As String
    Dim colmCount As Integer
    Const twips As Long = 1440
    
    On Error GoTo ChartObject_Err
    
    cr = vbCr & vbCr
    
    msg = "1. Bar Chart" & crmsg = msg & "2. Line Chart" & crmsg = msg & "3. Pie Chart" & crmsg = msg & "4. Quit" & crmsg = msg & "Select Type 1,2 or 3"
    
    ctype = "": typ = 0
    Do While typ < 1 Or typ > 4
     ctype = InputBox(msg, "Select Chart Type")
     If Len(ctype) = 0 Then
        typ = 0
     Else
     typ = Val(ctype)
     End If
    Loop
    
    Select Case typ
        Case 4
            Exit Function
        Case 1
           lngType = xlColumnClustered
        Case 2
           lngType = xlLine
        Case 3
           lngType = xl3DPie
    End Select
    
    DoCmd.OpenReport ReportName, acViewDesign
    Set Rpt = Reports(ReportName)
    
    Set grphChart = Rpt(ChartObjectName)
    
    grphChart.RowSourceType = "Table/Query"
    recSource = grphChart.RowSource
    
    If Len(recSource) = 0 Then
       MsgBox "RowSource value not set."
       Exit Function
    End If
    
    'get number of columns in chart table/Query
    Set db = CurrentDb
    Set rst = db.OpenRecordset(recSource)
    colmCount = rst.Fields.Count
    rst.Close
    
    With grphChart
        .ColumnCount = colmCount
        .SizeMode = 3
        .Left = 0.2917 * twips
        .Top = 0.2708 * twips
        .Width = 5.5729 * twips
        .Height = 4.3854 * twips
    End With
    
    grphChart.Activate
    
    'Chart type, Title, Legend, Datalabels,Data Table
    With grphChart
         .ChartType = lngType
       '.ChartType = xl3DColumnClustered
        '.AutoScaling = True
        ' only for 3D type
        .HasLegend = True
        .HasTitle = True
        .ChartTitle.Font.Name = "Verdana"
        .ChartTitle.Font.Size = 14
        .ChartTitle.Text = "Revenue Performance - Year 2007"
        .HasDataTable = False
        .ApplyDataLabels xlDataLabelsShowValue
    End With
    
    'apply gradient color to Chart Series
    If typ = 1 Or typ = 2 Then
        For j = 1 To grphChart.SeriesCollection.Count
          With grphChart.SeriesCollection(j)
            '.Interior.Color = RGB(Int(Rnd(j) * 200), Int(Rnd(j) * 150), Int(Rnd(j) * 175))
            .Fill.OneColorGradient msoGradientVertical, 4, 0.231372549019608
            .Fill.Visible = True
            .Fill.ForeColor.SchemeColor = Int(Rnd(1) * 54) + 2
            If typ = 1 Then
               .Interior.Color = msoGradientVertical
            End If
            .DataLabels.Font.Size = 10
            .DataLabels.Font.Color = 3
            If typ = 1 Then
                .DataLabels.Orientation = xlUpward
           Else
                .DataLabels.Orientation = xlHorizontal
            End If
         End With
        Next j
    End If
    
    If ctype = 3 Then
     GoTo nextstep 'skip axes for pie chart
    
    'Y-Axis Title
    With grphChart.Axes(xlValue)
        .HasTitle = True
        .HasMajorGridlines = True
        With .AxisTitle
            .Caption = "Values in '000s"
            .Font.Name = "Verdana"
            .Font.Size = 12
            .Orientation = xlUpward
        End With
    End With
    
    'X-Axis Title
    With grphChart.Axes(xlCategory)
        .HasTitle = True
        .HasMajorGridlines = True
        .MajorGridlines.Border.Color = RGB(0, 0, 255)
        .MajorGridlines.Border.LineStyle = xlDash
        With .AxisTitle
            .Caption = "Quarterly"
            .Font.Name = "Verdana"
            .Font.Size = 10
            .Font.Bold = True
            .Orientation = xlHorizontal
        End With
    End With
    
    With grphChart.Axes(xlValue, xlPrimary)
         .TickLabels.Font.Size = 10
    End With
    With grphChart.Axes(xlCategory)
         .TickLabels.Font.Size = 10
    End With
    
    nextstep:
    
    With grphChart
        .ChartArea.Border.LineStyle = xlDash
        .PlotArea.Border.LineStyle = xlDot
        .Legend.Font.Size = 10
    End With
    
    'Chart Area Fill with Gradient Color
    With grphChart.ChartArea.Fill
        .Visible = True
        .ForeColor.SchemeColor = 2
        .BackColor.SchemeColor = 19
        .TwoColorGradient msoGradientHorizontal, 2
    End With
    
    'Plot Area fill with Gradient Color
    With grphChart.PlotArea.Fill
        .Visible = True
        .ForeColor.SchemeColor = 2
        .BackColor.SchemeColor = 10
        .TwoColorGradient msoGradientHorizontal, 1
    End With
    
    grphChart.Deselect
    
    DoCmd.Close acReport, ReportName, acSaveYes
    DoCmd.OpenReport ReportName, acViewPreview
    
    ChartObject_Exit:
    Exit Function
    
    ChartObject_Err:
    MsgBox Err.Description, , "ChartObject()"
    Resume ChartObject_Exit
    End Function
    

  10. Open the VBA Module that you have pasted the Code, if you have closed it.

  11. Run the code from the Debug Window (press Ctrl+G to display Debug Window) using the following Syntax:

    ChartObject "myReport1", "Chart1"

    Or call the function from On_Click() Event Procedure of a Command Button on a Form.


  12. Select the Chart Type 1, 2 or 3 for Bar Chart, Line Chart or Pie respectively.

The Program will open the Report myReport1 in Design View, modifies the Graph Chart for the selected Type, Saves it and then Re-opens it in Print Preview. You may minimize the VBA Window (Alt+F11) to view the Chart. Since, the Report is saved after the changes, you may open it manually in design view or Print Preview.

When you run the Code for Bar Chart or Line Chart, the Gradient Scheme Color Codes are selected Randomly, which will give different shades of Gradient Colors every time.

NB: Any suggestions for improvement are welcome.

Download Demo Database
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10 comments:

  1. I'm receiving a compile error "Expected variable or procedure, not project" that highlights "Reports" from the following that I copied/edited in my database (I have MS Access 2003). What am I missing? Do you know why I am receiving this error?
    -------------------
    Dim Rpt As Report
    Dim grphChart As Object
    Dim ReportName As String
    Dim ChartObjectName As String

    ReportName = "rptHours"
    ChartObjectName = "GraphHours"

    DoCmd.OpenReport ReportName, acViewDesign
    Set Rpt = Reports(ReportName)
    Set grphChart = Rpt(ChartObjectName)
    grphChart.Activate

    ReplyDelete
  2. Ensure that you have not given the Global Module Name same as your Database, which I think it is now. The Procedure Name also should not have conflict with these names. You have to make change in one more of these values.

    Open the VBA Module. Select Tools - -> yourdatabasename Properties....

    Check the Project Name (which will be same as of your database name) and change it to something else than the Module Name.

    After changes re-compile the Code and Run the Program.

    ReplyDelete
  3. I get a compile error on msoGradientVertical and msoGradientHorizontal. One other example I saw used the Points object with these constants, not SeriesCollection object.

    ReplyDelete
  4. Attach Microsoft Office Library File to your Project. Open any VBA Module. Select Tools - -> References and put a check mark on Microsoft Office 9.0 Library or equalent Version available on your machine.

    Refer the Post: http://www.msaccesstips.com/2006/09/command-button-animation/ for more details of attaching a Library File to your Project.

    Regards,

    ReplyDelete
  5. I am getting a type error at grphChart.Activate or grphChart.chartType = lngType
    I am using Access 2007. I have tried everything I can think of, but must be missing something simple. Enlightenment would be much appreciated!

    ReplyDelete
  6. A sample database with the Chart Object examples will be prepared and added to the Download section shortly. You may download it. If you can leave your email address I shall forward a copy to you when it is ready.

    Regards,
    a.p.r. pillai

    ReplyDelete
  7. I am getting Type mismatch error when I try this and no changes appear to be made to the pie chart?
    I have MS Office Pro 2003 SP3, I created the chart myself and then created a module called Charts with your code pasted in. I ran from the immediate window...
    Thanks

    ReplyDelete
  8. You may Download a Sample Database with running version of all examples of Charts from the following Link:
    www.msaccesstips.com/downloads/2008/06/workingwith_chartobject.shtml

    Regards,
    a.p.r. pillai

    ReplyDelete

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