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VBA Codes

The document contains VBA code for creating a dashboard in Excel, which includes generating cards and pivot tables. It defines procedures for creating a 'Dashboard' worksheet, adding shapes as cards, and generating multiple pivot tables based on sales data. Additionally, it includes code for creating charts based on the pivot tables and formatting them appropriately.

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Bang Cik
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13 views16 pages

VBA Codes

The document contains VBA code for creating a dashboard in Excel, which includes generating cards and pivot tables. It defines procedures for creating a 'Dashboard' worksheet, adding shapes as cards, and generating multiple pivot tables based on sales data. Additionally, it includes code for creating charts based on the pivot tables and formatting them appropriately.

Uploaded by

Bang Cik
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 16

fCode for Prompt 2

Sub CreateDashboardCards( )

Dim ws As Worksheet
Dim card As Shape
Dim topPosition As Double
Dim leftPosition As Double

' Create a new worksheet called "Dashboard"

Set ws = ThisWorkbook.Sheets("Dashboard")
If Not ws Is Nothing Then
Application.DisplayAlerts = False
ws.Delete
Application.DisplayAlerts = True
End If
Set ws = ThisWorkbook.Sheets.Add
ws.Name = "Dashboard"

' Format sheet: Remove gridlines and set background color


With ws
.Cells.Interior.Color = RGB(217, 217, 217) ' Set background color
End With

' Hide gridlines (using ActiveWindow method for Excel 2013)


ActiveWindow.DisplayGridlines = False

' Card 1 to Card 6 (Row 5)


topPosition = 72 ' Start from row 5, which is about 72 pixels
leftPosition = 12 ' Start with 12 pixels from the left for the first card

' Card 1
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 1.65 * 72, 0.75 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255) ' White fill
card.Line.Visible = msoFalse ' No border
card.Adjustments.Item(1) = 0.05 ' Border radius
card.Name = "cfilters"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 1.65 * 72 + 12 ' Update left position with margin

' Card 2
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 2# * 72, 0.75 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.05
card.Name = "ctsales"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 2# * 72 + 12

' Card 3
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 2# * 72, 0.75 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.05
card.Name = "ctmargin"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 2# * 72 + 12

' Card 4
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 2# * 72, 0.75 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.05
card.Name = "cpmargin"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 2# * 72 + 12

' Card 5
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 3.8 * 72, 0.75 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.05
card.Name = "ccustcount"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 3.8 * 72 + 12

' Card 6
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 2.5 * 72, 5.3 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.05
card.Name = "ctop10"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 2.5 * 72 + 12

' Card 7 to Card 9 (Row 6)


topPosition = topPosition + 2.1 * 72 + 12 ' Move to next row
leftPosition = 12 ' Reset left position

' Card 7
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 6.6 * 72, 2.1 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.03
card.Name = "csalestrend"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 6.6 * 72 + 12

' Card 8
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 2.6 * 72, 2.1 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.03
card.Name = "ccustsource"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 2.6 * 72 + 12

' Card 9
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 2.6 * 72, 2.1 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.03
card.Name = "csalescity"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 2.6 * 72 + 12

' Card 10 to Card 12 (Row 7)


topPosition = topPosition + 2.1 * 72 + 12 ' Move to next row
leftPosition = 12 ' Reset left position

' Card 10
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 4.1 * 72, 2.1 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.03
card.Name = "csalesservice"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 4.1 * 72 + 12

' Card 11
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 2.5 * 72, 2.1 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.03
card.Name = "cdeptmargin"
card.Top = topPosition
card.Left = leftPosition
leftPosition = leftPosition + 2.5 * 72 + 12

' Card 12
Set card = ws.Shapes.AddShape(msoShapeRoundedRectangle, leftPosition, topPosition, 5# * 72, 2.1 * 72)
card.Fill.BackColor.RGB = RGB(255, 255, 255)
card.Line.Visible = msoFalse
card.Adjustments.Item(1) = 0.03
card.Name = "cnewrepeat"
card.Top = topPosition
card.Left = leftPosition

End Sub
Code for Prompt 3
On Error Resume NextSub GeneratePivotTables()
Dim wsData As Worksheet
Dim wsPivot As Worksheet
Dim ptCache As PivotCache
Dim pt As PivotTable
Dim startRow As Long

' Set references to sheets


Set wsData = ThisWorkbook.Sheets("Data")
Set wsPivot = ThisWorkbook.Sheets("Pivot")

' Clear existing pivot tables on the Pivot sheet


wsPivot.Cells.Clear

' Set the starting row for placing pivot tables


startRow = 1

' Create Pivot Table 1: totalsales


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="totalsales")
With pt
.AddDataField .PivotFields("Sales Amount"), "Sum of Sales Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 2: totalmargin


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="totalmargin")
With pt
.AddDataField .PivotFields("Margin Amount"), "Sum of Margin Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 3: customerscount


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="customerscount")
With pt
.PivotFields("Sale Type").Orientation = xlRowField
.AddDataField .PivotFields("Customer Name"), "Count of Customer Name", xlCount
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 4: totalmargin (again)


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="totalmargin2")
With pt
.AddDataField .PivotFields("Margin Amount"), "Sum of Margin Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 5: salestrend


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="salestrend")
With pt
.PivotFields("Year").Orientation = xlRowField
.PivotFields("Month").Orientation = xlRowField
.AddDataField .PivotFields("Sales Amount"), "Sum of Sales Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 6: customersource


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="customersource")
With pt
.PivotFields("Year").Orientation = xlRowField
.PivotFields("Customer Source").Orientation = xlColumnField
.AddDataField .PivotFields("Sales Amount"), "Sum of Sales Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 7: salesbycity


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="salesbycity")
With pt
.PivotFields("City").Orientation = xlRowField
.AddDataField .PivotFields("Sales Amount"), "Sum of Sales Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 8: top10


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="top10")
With pt
.PivotFields("Customer Name").Orientation = xlRowField
.AddDataField .PivotFields("Sales Amount"), "Sum of Sales Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 9: salesbyservice


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="salesbyservice")
With pt
.PivotFields("Service").Orientation = xlRowField
.AddDataField .PivotFields("Sales Amount"), "Sum of Sales Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2

' Create Pivot Table 10: departmentmargin


Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="departmentmargin")
With pt
.PivotFields("Department").Orientation = xlRowField
.AddDataField .PivotFields("Margin Amount"), "Sum of Margin Amount", xlSum
End With
startRow = startRow + pt.TableRange2.Rows.Count + 2
' Create Pivot Table 11: newvsrepeat
Set ptCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase,
sourceData:=wsData.ListObjects("salesdata").Range)
Set pt = ptCache.CreatePivotTable(TableDestination:=wsPivot.Cells(startRow, 1),
TableName:="newvsrepeat")
With pt
.PivotFields("Year").Orientation = xlRowField
.PivotFields("Month").Orientation = xlRowField
.PivotFields("Sale Type").Orientation = xlColumnField
.AddDataField .PivotFields("Sales Amount"), "Sum of Sales Amount", xlSum
End With

MsgBox "Pivot tables created successfully!", vbInformation


End Sub

Code for Prompt 4

Public Sub CreateDashboardCharts()


On Error Resume Next

Dim wsP As Worksheet


Dim wsD As Worksheet
Dim pt As PivotTable
Dim shp As Shape
Dim cht As ChartObject

Set wsP = ThisWorkbook.Sheets("Pivot")


Set wsD = ThisWorkbook.Sheets("Dashboard")

' Delete existing charts on Dashboard sheet


For Each cht In wsD.ChartObjects
cht.Delete
Next cht

' 1. Sales Trend Chart


Set pt = wsP.PivotTables("salestrend")
Set cht = wsD.ChartObjects.Add( _
Left:=wsD.Shapes("csalestrend").Left + (wsD.Shapes("csalestrend").width * 0.05), _
Top:=wsD.Shapes("csalestrend").Top + (wsD.Shapes("csalestrend").height * 0.1), _
width:=wsD.Shapes("csalestrend").width * 0.9, _
height:=wsD.Shapes("csalestrend").height * 0.8)

With cht.Chart
.ChartType = xlLineMarkers
.SetSourceData pt.TableRange1
.ChartTitle.Delete
With .SeriesCollection(1)
.Format.Line.Weight = 1.75
.Format.Line.ForeColor.RGB = RGB(0, 32, 96)
.MarkerBackgroundColor = RGB(255, 255, 255)
.MarkerForegroundColor = RGB(0, 32, 96)
.MarkerSize = 5
.HasDropLines = True
.MarkerStyle = xlMarkerStyleCircle
End With

Call FormatChartGeneral(cht.Chart)
End With

' 2. Customer Source Chart


Set pt = wsP.PivotTables("customersource")
Set cht = wsD.ChartObjects.Add( _
Left:=wsD.Shapes("ccustsource").Left + (wsD.Shapes("ccustsource").width * 0.05), _
Top:=wsD.Shapes("ccustsource").Top + (wsD.Shapes("ccustsource").height * 0.1), _
width:=wsD.Shapes("ccustsource").width * 0.9, _
height:=wsD.Shapes("ccustsource").height * 0.8)

With cht.Chart
.ChartType = xlBarStacked100
.SetSourceData pt.TableRange1

Dim i As Long
For i = 1 To .SeriesCollection.Count
.SeriesCollection(i).Format.Fill.ForeColor.RGB = RGB(0, 32 + (i * 32), 96 + (i * 32))
Next i
Call FormatChartGeneral(cht.Chart)
End With

' 3. Sales by City Chart


Set pt = wsP.PivotTables("salesbycity")
Set cht = wsD.ChartObjects.Add( _
Left:=wsD.Shapes("csalescity").Left + (wsD.Shapes("csalescity").width * 0.05), _
Top:=wsD.Shapes("csalescity").Top + (wsD.Shapes("csalescity").height * 0.1), _
width:=wsD.Shapes("csalescity").width * 0.9, _
height:=wsD.Shapes("csalescity").height * 0.8)

With cht.Chart
.ChartType = xlDoughnut
.SetSourceData pt.TableRange1
.ChartTitle.Delete
For i = 1 To .SeriesCollection(1).Points.Count
.SeriesCollection(1).Points(i).ExplosionOffset = 3
.SeriesCollection(1).Points(i).Format.Fill.ForeColor.RGB = RGB(0, 32 + (i * 16), 96 + (i * 16))
Next i
Call FormatChartGeneral(cht.Chart)
End With

' 4. Top 10 Chart


Set pt = wsP.PivotTables("top10")
Set cht = wsD.ChartObjects.Add( _
Left:=wsD.Shapes("ctop10").Left + (wsD.Shapes("ctop10").width * 0.05), _
Top:=wsD.Shapes("ctop10").Top + (wsD.Shapes("ctop10").height * 0.1), _
width:=wsD.Shapes("ctop10").width * 0.9, _
height:=wsD.Shapes("ctop10").height * 0.8)

With cht.Chart
.ChartType = xlBarClustered
.SetSourceData pt.TableRange1
.SeriesCollection(1).Format.Fill.ForeColor.RGB = RGB(0, 32, 96)
.ChartTitle.Delete
Call FormatChartGeneral(cht.Chart)
End With

' 5. Sales by Service Chart


Set pt = wsP.PivotTables("salesbyservice")
Set cht = wsD.ChartObjects.Add( _
Left:=wsD.Shapes("csalesservice").Left + (wsD.Shapes("csalesservice").width * 0.05), _
Top:=wsD.Shapes("csalesservice").Top + (wsD.Shapes("csalesservice").height * 0.1), _
width:=wsD.Shapes("csalesservice").width * 0.9, _
height:=wsD.Shapes("csalesservice").height * 0.8)
With cht.Chart
.ChartType = xl3DColumn
.SetSourceData pt.TableRange1
.SeriesCollection(1).Format.Fill.ForeColor.RGB = RGB(0, 32, 96)
.RightAngleAxes = True
Call FormatChartGeneral(cht.Chart)
.ChartTitle.Delete
End With

' 6. Department Margin Chart


Set pt = wsP.PivotTables("departmentmargin")
Set cht = wsD.ChartObjects.Add( _
Left:=wsD.Shapes("cdeptmargin").Left + (wsD.Shapes("cdeptmargin").width * 0.05), _
Top:=wsD.Shapes("cdeptmargin").Top + (wsD.Shapes("cdeptmargin").height * 0.1), _
width:=wsD.Shapes("cdeptmargin").width * 0.9, _
height:=wsD.Shapes("cdeptmargin").height * 0.8)

With cht.Chart
.ChartType = xlPie
.SetSourceData pt.TableRange1
.ChartTitle.Delete

For i = 1 To .SeriesCollection(1).Points.Count
.SeriesCollection(1).Points(i).ExplosionOffset = 3
.SeriesCollection(1).Points(i).Format.Fill.ForeColor.RGB = RGB(0, 32 + (i * 16), 96 + (i * 16))
Next i
Call FormatChartGeneral(cht.Chart)
End With

' 7. New vs Repeat Chart


Set pt = wsP.PivotTables("newvsrepeat")
Set cht = wsD.ChartObjects.Add( _
Left:=wsD.Shapes("cnewrepeat").Left + (wsD.Shapes("cnewrepeat").width * 0.05), _
Top:=wsD.Shapes("cnewrepeat").Top + (wsD.Shapes("cnewrepeat").height * 0.1), _
width:=wsD.Shapes("cnewrepeat").width * 0.9, _
height:=wsD.Shapes("cnewrepeat").height * 0.8)

With cht.Chart
.ChartType = xlLineMarkersStacked
.SetSourceData pt.TableRange1
.ChartTitle.Delete

For i = 1 To .SeriesCollection.Count
With .SeriesCollection(i)
.Format.Line.ForeColor.RGB = RGB(0, 32 + (i * 32), 96 + (i * 32))
.Format.Line.Weight = 1.5
.MarkerBackgroundColor = RGB(255, 255, 255)
.MarkerForegroundColor = RGB(0, 32 + (i * 32), 96 + (i * 32))
.MarkerSize = 4
.MarkerStyle = xlMarkerStyleCircle
.Border.Weight = 2
End With
Next i
Call FormatChartGeneral(cht.Chart)
End With

MsgBox "Charts have been created successfully!", vbInformation


End Sub

Private Sub FormatChartGeneral(cht As Chart)


With cht
.HasTitle = False
.HasLegend = False

' Format chart area


With .ChartArea
.Format.Fill.Visible = False
.Format.Line.Visible = False
End With

' Format plot area


.PlotArea.Format.Line.Visible = False

' Format axes if they exist


On Error Resume Next
With .Axes(xlCategory)
.Format.Line.Visible = False
.TickLabels.Font.Name = "Calibri"
.TickLabels.Font.Size = 7
.TickLabels.Font.Bold = True
.TickLabels.Font.Color = RGB(0, 32, 96)
End With

With .Axes(xlValue)
.TickLabels.Format.Line.Visible = False
.TickLabels.Font.Name = "Calibri"
.TickLabels.Font.Size = 7
.TickLabels.Font.Bold = True
.TickLabels.Font.Color = RGB(0, 32, 96)
.NumberFormat = "#,##0"
End With
On Error GoTo 0

' Hide field buttons


.ShowAllFieldButtons = False
End With
End Sub

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