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New-ExcelChart.ps1
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New-ExcelChart.ps1
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function New-ExcelChartDefinition {
<#
.SYNOPSIS
Creates a Definition of a chart which can be added using Export-Excel, or Add-PivotTable
.DESCRIPTION
All the parameters which are passed to Add-ExcelChart can be added to an object and
passed to Export-Excel with the -ExcelChartDefinition parameter,
or to Add-PivotTable with the -PivotChartDefinition parameter.
This command sets up those definitions.
.PARAMETER Title
The title for the chart.
.PARAMETER TitleBold
Sets the title in bold face.
.PARAMETER TitleSize
Sets the point size for the title.
.PARAMETER ChartType
One of the built-in chart types, such as Pie, ClusteredColumn, Line etc. Defaults to "ColumnStacked".
.PARAMETER XRange
The range of cells containing values for the X-Axis - usually labels.
.PARAMETER YRange
The range(s) of cells holding values for the Y-Axis - usually "data".
.PARAMETER Width
Width of the chart in pixels. Defaults to 500.
.PARAMETER Height
Height of the chart in pixels. Defaults to 350.
.PARAMETER Row
Row position of the top left corner of the chart. 0 places at the top of the sheet, 1 below row 1 and so on.
.PARAMETER RowOffSetPixels
Offset to position the chart by a fraction of a row.
.PARAMETER Column
Column position of the top left corner of the chart. 0 places at the edge of the sheet 1 to the right of column A and so on.
.PARAMETER ColumnOffSetPixels
Offset to position the chart by a fraction of a column.
.PARAMETER NoLegend
If specified, turns off display of the key. If you only have one data series it may be preferable to use the title to say what the chart is.
.PARAMETER SeriesHeader
Specifies explicit name(s) for the data series, which will appear in the legend/key
.PARAMETER LegendPosition
Location of the key, either "Left", "Right", "Top", "Bottom" or "TopRight".
.PARAMETER LegendSize
Font size for the key.
.PARAMETER LegendBold
Sets the key in bold type.
.PARAMETER ShowCategory
Attaches a category label in charts which support this.
.PARAMETER ShowPercent
Attaches a percentage label in charts which support this.
.PARAMETER XAxisTitleText
Specifies a title for the X-axis.
.PARAMETER XAxisTitleBold
Sets the X-axis title in bold face.
.PARAMETER XAxisTitleSize
Sets the font size for the axis title.
.PARAMETER XAxisNumberformat
A number formatting string, like "#,##0.00", for numbers along the X-axis.
.PARAMETER XMajorUnit
Spacing for the major gridlines / tick marks along the X-axis.
.PARAMETER XMinorUnit
Spacing for the minor gridlines / tick marks along the X-axis.
.PARAMETER XMaxValue
Maximum value for the scale along the X-axis.
.PARAMETER XMinValue
Minimum value for the scale along the X-axis.
.PARAMETER xAxisPosition
Position for the X-axis ("Top" or" Bottom").
.PARAMETER YAxisTitleText
Specifies a title for the Y-axis.
.PARAMETER YAxisTitleBold
Sets the Y-axis title in bold face.
.PARAMETER YAxisTitleSize
Sets the font size for the Y-axis title.
.PARAMETER YAxisNumberformat
A number formatting string, like "#,##0.00", for numbers on the Y-axis
.PARAMETER YMajorUnit
Spacing for the major gridlines / tick marks on the Y-axis.
.PARAMETER YMinorUnit
Spacing for the minor gridlines / tick marks on the Y-axis.
.PARAMETER YMaxValue
Maximum value on the Y-axis.
.PARAMETER YMinValue
Minimum value on the Y-axis.
.PARAMETER YAxisPosition
Position for the Y-axis ("Left" or "Right").
.PARAMETER Header
No longer used. This may be removed in future versions.
.Example
>
PS> $cDef = New-ExcelChartDefinition -ChartType line -XRange "X" -YRange "Sinx" -Title "Graph of Sine X" -TitleBold -TitleSize 14 `
-Column 2 -ColumnOffSetPixels 35 -Width 800 -XAxisTitleText "Degrees" -XAxisTitleBold -XAxisTitleSize 12 -XMajorUnit 30 -XMinorUnit 10 -XMinValue 0 -XMaxValue 361 -XAxisNumberformat "000" `
-YMinValue -1.25 -YMaxValue 1.25 -YMajorUnit 0.25 -YAxisNumberformat "0.00" -YAxisTitleText "Sine" -YAxisTitleBold -YAxisTitleSize 12 `
-SeriesHeader "Sin(x)" -LegendSize 8 -legendBold -LegendPosition Bottom
0..360 | ForEach-Object {[pscustomobject][ordered]@{x = $_; Sinx = "=Sin(Radians(x)) "}} | Export-Excel -AutoNameRange -now -WorkSheetname SinX -ExcelChartDefinition $cDef -Show
This reworks an example from Add-Excel-Chart but here the chart is defined
and the defintion stored in $cDef and then Export-Excel uses $cDef .
#>
[Alias("New-ExcelChart")] #This was the former name. The new name reflects that we are defining a chart, not making one in the workbook.
[cmdletbinding()]
param(
$Title = "Chart Title",
$Header,
[OfficeOpenXml.Drawing.Chart.eChartType]$ChartType = "ColumnStacked",
$XRange,
$YRange,
$Width = 500,
$Height = 350,
$Row = 0,
$RowOffSetPixels = 10,
$Column = 6,
$ColumnOffSetPixels = 5,
[OfficeOpenXml.Drawing.Chart.eLegendPosition]$LegendPosition,
$LegendSize,
[Switch]$LegendBold,
[Switch]$NoLegend,
[Switch]$ShowCategory,
[Switch]$ShowPercent,
$SeriesHeader,
[Switch]$TitleBold,
[Int]$TitleSize ,
[String]$XAxisTitleText,
[Switch]$XAxisTitleBold,
$XAxisTitleSize ,
[string]$XAxisNumberformat,
$XMajorUnit,
$XMinorUnit,
$XMaxValue,
$XMinValue,
[OfficeOpenXml.Drawing.Chart.eAxisPosition]$XAxisPosition ,
[String]$YAxisTitleText,
[Switch]$YAxisTitleBold,
$YAxisTitleSize,
[string]$YAxisNumberformat,
$YMajorUnit,
$YMinorUnit,
$YMaxValue,
$YMinValue,
[OfficeOpenXml.Drawing.Chart.eAxisPosition]$YAxisPosition
)
if ( $Header ) {Write-Warning "The header parameter is ignored."} #Nothing was done with it when creating a chart.
#might be able to do [PSCustomObject]$PsboundParameters, the defaults here match those in Add-Excel Chart
[PSCustomObject]@{
Title = $Title
ChartType = $ChartType
XRange = $XRange
YRange = $YRange
Width = $Width
Height = $Height
Row = $Row
RowOffSetPixels = $RowOffSetPixels
Column = $Column
ColumnOffSetPixels = $ColumnOffSetPixels
LegendPosition = $LegendPosition
LegendSize = $LegendSize
Legendbold = $LegendBold
NoLegend = $NoLegend -as [Boolean]
ShowCategory = $ShowCategory -as [Boolean]
ShowPercent = $ShowPercent -as [Boolean]
SeriesHeader = $SeriesHeader
TitleBold = $TitleBold -as [Boolean]
TitleSize = $TitleSize
XAxisTitleText = $XAxisTitleText
XAxisTitleBold = $XAxisTitleBold -as [Boolean]
XAxisTitleSize = $XAxisTitleSize
XAxisNumberformat = $XAxisNumberformat
XMajorUnit = $XMajorUnit
XMinorUnit = $XMinorUnit
XMaxValue = $XMaxValue
XMinValue = $XMinValue
XAxisPosition = $XAxisPosition
YAxisTitleText = $YAxisTitleText
YAxisTitleBold = $YAxisTitleBold -as [Boolean]
YAxisTitleSize = $YAxisTitleSize
YAxisNumberformat = $YAxisNumberformat
YMajorUnit = $YMajorUnit
YMinorUnit = $YMinorUnit
YMaxValue = $YMaxValue
YMinValue = $YMinValue
YAxisPosition = $YAxisPosition
}
}
function Add-ExcelChart {
<#
.SYNOPSIS
Creates a chart in an existing Excel worksheet.
.DESCRIPTION
Creates a chart. It is possible to configure the type of chart, the range of X values (labels) and Y values.
the title, the legend, the ranges for both axes, the format and position of the axes.
Normally the command does not return anything, but if -passthru is specified the chart is returned so that it can be customized.
.PARAMETER Worksheet
An existing Sheet where the chart will be created.
.PARAMETER Title
The title for the chart.
.PARAMETER TitleBold
Sets the title in bold face.
.PARAMETER TitleSize
Sets the point size for the title.
.PARAMETER ChartType
One of the built-in chart types, such as Pie, ClusteredColumn, Line etc. Defaults to "ColumnStacked".
.PARAMETER XRange
The range of cells containing values for the X-Axis - usually labels.
.PARAMETER YRange
The range(s) of cells holding values for the Y-Axis - usually "data".
.PARAMETER PivotTable
Instead of specify X and Y ranges, get data from a PivotTable by passing a PivotTable Object.
.PARAMETER Width
Width of the chart in Pixels. Defaults to 500.
.PARAMETER Height
Height of the chart in Pixels. Defaults to 350.
.PARAMETER Row
Row position of the top left corner of the chart. 0 places at the top of the sheet, 1 below row 1 and so on.
.PARAMETER RowOffSetPixels
Offset to position the chart by a fraction of a row.
.PARAMETER Column
Column position of the top left corner of the chart. 0 places at the edge of the sheet 1 to the right of column A and so on.
.PARAMETER ColumnOffSetPixels
Offset to position the chart by a fraction of a column.
.PARAMETER NoLegend
If specified, turns of display of the key. If you only have one data series it may be preferable to use the title to say what the chart is.
.PARAMETER SeriesHeader
Specify explicit name(s) for the data series, which will appear in the legend/key. The contents of a cell can be specified in the from =Sheet9!Z10 .
.PARAMETER LegendPosition
Location of the key, either left, right, top, bottom or TopRight.
.PARAMETER LegendSize
Font size for the key.
.PARAMETER LegendBold
Sets the key in bold type.
.PARAMETER ShowCategory
Attaches a category label in charts which support this.
.PARAMETER ShowPercent
Attaches a percentage label in charts which support this.
.PARAMETER XAxisTitleText
Specifies a title for the X-axis.
.PARAMETER XAxisTitleBold
Sets the X-axis title in bold face.
.PARAMETER XAxisTitleSize
Sets the font size for the axis title.
.PARAMETER XAxisNumberformat
A number formatting string, like "#,##0.00", for numbers along the X-axis.
.PARAMETER XMajorUnit
Spacing for the major gridlines / tick marks along the X-axis.
.PARAMETER XMinorUnit
Spacing for the minor gridlines / tick marks along the X-axis.
.PARAMETER XMaxValue
Maximum value for the scale along the X-axis.
.PARAMETER XMinValue
Minimum value for the scale along the X-axis.
.PARAMETER xAxisPosition
Position for the X-axis (Top or Bottom).
.PARAMETER YAxisTitleText
Specifies a title for the Y-axis.
.PARAMETER YAxisTitleBold
Sets the Y-axis title in bold face.
.PARAMETER YAxisTitleSize
Sets the font size for the Y-axis title
.PARAMETER YAxisNumberformat
A number formatting string, like "#,##0.00", for numbers on the Y-axis.
.PARAMETER YMajorUnit
Spacing for the major gridlines / tick marks on the Y-axis.
.PARAMETER YMinorUnit
Spacing for the minor gridlines / tick marks on the Y-axis.
.PARAMETER YMaxValue
Maximum value on the Y-axis.
.PARAMETER YMinValue
Minimum value on the Y-axis.
.PARAMETER YAxisPosition
Position for the Y-axis (Left or Right).
.PARAMETER PassThru
Add-Excel chart doesn't normally return anything, but if -PassThru is specified it returns the newly created chart to allow it to be fine tuned.
.EXAMPLE
>
PS> $Excel = ConvertFrom-Csv @"
Product, City, Sales
Apple, London , 300
Orange, London , 400
Banana, London , 300
Orange, Paris, 600
Banana, Paris, 300
Apple, New York, 1200
"@ | Export-Excel -Path test.xlsx -PassThru
Add-ExcelChart -Worksheet $Excel.Workbook.Worksheets[1] -ChartType "Doughnut" -XRange "A2:B7" -YRange "C2:C7" -width 500
Close-ExcelPackage -Show $Excel
The first command expands a multi-line string into 6 rows of data which is exported to new Excel file; leaving an ExcelPackage object in $excel
The second command adds a chart - the cell ranges are explicitly specified. Note that the XRange (labels) is TWO columns wide and the chart will
combine the name of the product and the name of the City to create the label.
The width of the chart is set explictly, the default legend is used and there is no Chart title.
.EXAMPLE
>
PS> $Excel = Invoke-Sum (Get-Process) Company Handles, PM, VirtualMemorySize | Export-Excel $path -AutoSize -ExcelChartDefinition $c -AutoNameRange -PassThru
Add-ExcelChart -Worksheet $Excel.Workbook.Worksheets[1] -Title "VM use" -ChartType PieExploded3D -XRange "Name" -YRange "VirtualMemorySize" -NoLegend -ShowCategory
Close-ExcelPackage $Excel -Show
The first line exports information and creates named ranges for each column.
The Second line uses the ranges to specify a chart - the labels come from the range "Name" and the data from the range "VirtualMemorySize"
The chart is specified as a 3D exploded PIE chart, with a title of "VM Use" and instead of a legend the the pie slices are identified with a label.
.EXAMPLE
>
PS> $Excel = Invoke-Sum (Get-Process) Company Handles, PM, VirtualMemorySize | Export-Excel test.xlsx -TableName Processes -PassThru
Add-ExcelChart -Worksheet $Excel.Workbook.Worksheets[1] -Title Stats -ChartType LineMarkersStacked -XRange "Processes[Name]" -YRange "Processes[PM]", "Processes[VirtualMemorySize]" -SeriesHeader 'PM', 'VMSize'
Close-ExcelPackage $Excel -Show
The first line exports information to a table in new file; and captures the excel Package object in $Excel
The second line creates a chart on the first page of the work sheet, using the notation "TableName[ColumnnName]" to refer to the data,
the labels come Name column in the table, and the data series from its PM and VirtualMemorySize columns. The display names for these in the header are set to PM and VMSize
.EXAMPLE
>
PS> $excel = 0..360 | ForEach-Object {[pscustomobject][ordered]@{x = $_; Sinx = "=Sin(Radians(x)) "}} | Export-Excel -AutoNameRange -Path Text.xlsx -WorkSheetname SinX -PassThru
Add-ExcelChart -Worksheet $excel.Workbook.Worksheets["Sinx"] -ChartType line -XRange "X" -YRange "Sinx" -Title "Graph of Sine X" -TitleBold -TitleSize 14 `
-Column 2 -ColumnOffSetPixels 35 -Width 800 -XAxisTitleText "Degrees" -XAxisTitleBold -XAxisTitleSize 12 -XMajorUnit 30 -XMinorUnit 10 -XMinValue 0 -XMaxValue 361 -XAxisNumberformat "000" `
-YMinValue -1.25 -YMaxValue 1.25 -YMajorUnit 0.25 -YAxisNumberformat "0.00" -YAxisTitleText "Sine" -YAxisTitleBold -YAxisTitleSize 12 `
-SeriesHeader "Sin(x)" -LegendSize 8 -legendBold -LegendPosition Bottom
Close-ExcelPackage $Excel -Show
The first line puts numbers from 0 to 360 into a sheet, as the first column, and
a formula to calculate the Sine of that number of number of degrees in the second column.
It creates named-ranges for the two columns - "X" and "SinX" respectively
The Add-ExcelChart command adds a chart to that worksheet, specifying a line chart
with the X values coming from named-range "X" and the Y values coming from named-range "SinX".
The chart has a title, and is positioned to the right of column 2 and sized 800 pixels wide
The X-axis is labelled "Degrees", in bold 12 point type and runs from 0 to 361 with labels every 30,
and minor tick marks every 10. Degrees are shown padded to 3 digits.
The Y-axis is labelled "Sine" and to allow some room above and below its scale runs from -1.25 to 1.25,
and is marked off in units of 0.25 shown to two decimal places.
The key will for the chart will be at the bottom in 8 point bold type and the line will be named "Sin(x)".
#>
[cmdletbinding(DefaultParameterSetName='Worksheet')]
[OutputType([OfficeOpenXml.Drawing.Chart.ExcelChart])]
param(
[Parameter(ParameterSetName='Workshet',Mandatory=$true)]
[OfficeOpenXml.ExcelWorksheet]$Worksheet,
[Parameter(ParameterSetName='PivotTable',Mandatory=$true)]
[OfficeOpenXml.Table.PivotTable.ExcelPivotTable]$PivotTable ,
[String]$Title,
#$Header, Not used but referenced previously
[OfficeOpenXml.Drawing.Chart.eChartType]$ChartType = "ColumnStacked",
$XRange,
$YRange,
[int]$Width = 500,
[int]$Height = 350,
[int]$Row = 0,
[int]$RowOffSetPixels = 10,
[int]$Column = 6,
[int]$ColumnOffSetPixels = 5,
[OfficeOpenXml.Drawing.Chart.eLegendPosition]$LegendPosition,
$LegendSize,
[Switch]$LegendBold,
[Switch]$NoLegend,
[Switch]$ShowCategory,
[Switch]$ShowPercent,
[String[]]$SeriesHeader,
[Switch]$TitleBold,
[Int]$TitleSize ,
[String]$XAxisTitleText,
[Switch]$XAxisTitleBold,
$XAxisTitleSize ,
[string]$XAxisNumberformat,
$XMajorUnit,
$XMinorUnit,
$XMaxValue,
$XMinValue,
[OfficeOpenXml.Drawing.Chart.eAxisPosition]$XAxisPosition ,
[String]$YAxisTitleText,
[Switch]$YAxisTitleBold,
$YAxisTitleSize,
[string]$YAxisNumberformat,
$YMajorUnit,
$YMinorUnit,
$YMaxValue,
$YMinValue,
[OfficeOpenXml.Drawing.Chart.eAxisPosition]$YAxisPosition,
[Switch]$PassThru
)
try {
if ($PivotTable) {
$Worksheet = $PivotTable.WorkSheet
$chart = $Worksheet.Drawings.AddChart(("Chart" + $PivotTable.Name ),$ChartType,$PivotTable)
}
else {
$ChartName = 'Chart' + (Split-Path -Leaf ([System.IO.path]::GetTempFileName())) -replace 'tmp|\.', ''
$chart = $Worksheet.Drawings.AddChart($ChartName, $ChartType)
$chartDefCount = @($YRange).Count
if ($chartDefCount -eq 1) {
$Series = $chart.Series.Add($YRange, $XRange)
if ($SeriesHeader) { $Series.Header = $SeriesHeader}
else { $Series.Header = 'Series 1'}
}
else {
for ($idx = 0; $idx -lt $chartDefCount; $idx += 1) {
if ($Yrange.count -eq $xrange.count) {
$Series = $chart.Series.Add($YRange[$idx], $XRange[$idx])
}
else {
$Series = $chart.Series.Add($YRange[$idx], $XRange)
}
if ($SeriesHeader.Count -gt 0) {
if ($SeriesHeader[$idx] -match '^=') {$Series.HeaderAddress = $SeriesHeader[$idx] -replace '^=',''}
else {$Series.Header = $SeriesHeader[$idx] }
}
else { $Series.Header = "Series $($idx)"}
}
}
}
if ($Title) {
$chart.Title.Text = $Title
if ($TitleBold) {$chart.Title.Font.Bold = $true}
if ($TitleSize) {$chart.Title.Font.Size = $TitleSize}
}
if ($NoLegend) { $chart.Legend.Remove() }
else {
if ($PSBoundParameters.ContainsKey('LegendPosition')) {$chart.Legend.Position = $LegendPosition}
if ($PSBoundParameters.ContainsKey('LegendBold')) {$chart.Legend.Font.Bold = [boolean]$LegendBold}
if ($LegendSize) {$chart.Legend.Font.Size = $LegendSize}
}
if ($XAxisTitleText) {
$chart.XAxis.Title.Text = $XAxisTitleText
if ($PSBoundParameters.ContainsKey('XAxisTitleBold')) {
$chart.XAxis.Title.Font.Bold = [boolean]$XAxisTitleBold
}
if ($XAxisTitleSize) {$chart.XAxis.Title.Font.Size = $XAxisTitleSize}
}
if ($XAxisPosition) {Write-Warning "X-axis position is not being set propertly at the moment, parameter ignored" }
#$chart.ChartXml.chartSpace.chart.plotArea.catAx.axPos.val = $XAxisPosition.ToString().substring(0,1)}
if ($XMajorUnit) {$chart.XAxis.MajorUnit = $XMajorUnit}
if ($XMinorUnit) {$chart.XAxis.MinorUnit = $XMinorUnit}
if ($null -ne $XMinValue) {$chart.XAxis.MinValue = $XMinValue}
if ($null -ne $XMaxValue) {$chart.XAxis.MaxValue = $XMaxValue}
if ($XAxisNumberformat) {$chart.XAxis.Format = (Expand-NumberFormat $XAxisNumberformat)}
if ($YAxisTitleText) {
$chart.YAxis.Title.Text = $YAxisTitleText
if ($PSBoundParameters.ContainsKey('YAxisTitleBold')) {
$chart.YAxis.Title.Font.Bold = [boolean]$YAxisTitleBold
}
if ($YAxisTitleSize) {$chart.YAxis.Title.Font.Size = $YAxisTitleSize}
}
if ($YAxisPosition) {Write-Warning "Y-axis position is not being set propertly at the moment, parameter ignored" }
#$chart.ChartXml.chartSpace.chart.plotArea.valAx.axPos.val= $YAxisPosition.ToString().substring(0,1)}
if ($YMajorUnit) {$chart.YAxis.MajorUnit = $YMajorUnit}
if ($YMinorUnit) {$chart.YAxis.MinorUnit = $YMinorUnit}
if ($null -ne $YMinValue){$chart.YAxis.MinValue = $YMinValue}
if ($null -ne $YMaxValue){$chart.YAxis.MaxValue = $YMaxValue}
if ($YAxisNumberformat) {$chart.YAxis.Format = (Expand-NumberFormat $YAxisNumberformat)}
if ($null -ne $chart.Datalabel) {
$chart.Datalabel.ShowCategory = [boolean]$ShowCategory
$chart.Datalabel.ShowPercent = [boolean]$ShowPercent
}
$chart.SetPosition($Row, $RowOffsetPixels, $Column, $ColumnOffsetPixels)
$chart.SetSize($Width, $Height)
if ($PassThru) {return $chart}
}
catch {Write-Warning -Message "Failed adding Chart to worksheet '$($WorkSheet).name': $_"}
}