Learning Axys Reporting

March 5, 2013

Prettier Charts with Excel Chart Templates

Filed under: reporting — Tags: , , , , , , — admin @ 3:58 pm

As discussed in the posts below, chart templates in Microsoft Excel can drastically improve the look and process of Excel charts.

http://office.microsoft.com/en-us/excel-help/reuse-a-favorite-chart-by-using-a-chart-template-HA010007205.aspx?CTT=5&origin=HA010007419

http://labs.juiceanalytics.com/chartchooser/index.html

http://chandoo.org/wp/tag/excel-chart-templates/

http://chandoo.org/wp/2008/03/28/73-free-designer-quality-excel-chart-templates-grab-now-and-become-a-charting-superman/

http://www.storytellingwithdata.com/2012/02/no-more-excuses-for-bad-simple-charts.html

I highly recommend using these templates in Axys reports for a much more pleasant than default graph.  To incorporate the chart templates in a network Axys setting, follow these simple steps:

  1. Run the desired Axys report and check the Graph checkboximage
  2. Double click inside the graph created by Axysimage which should open Excel.
  3. Make the desired changes or apply a chart template.  As a simple example, maybe something like this.image
  4. Then save the chart templateimage, but before you click ok check to see where the template is stored.image
  5. Go to the location of your templates (see above) and copy/paste it into your Axys user directory.
  6. Open Excel and start a new spreadsheet.  Type Alt+F11 which opens Visual Basic for Applications (VBA).
  7. Insert new module image.
  8. In the new module, type the following codeimagebut replace the location with where you copy/pasted the chart template file in step 4.
  9. Save your spreadsheet in your Axys user directory.
  10. In Axys, run the desired report, but this time specify the spreadsheet we just saved and the name of the macro (ApplyFancyTemplate if you did exactly as above).image
  11. Hopefully, it worked as planned. If you want to do this over and over, wrap it all up in an Axys macro.

2 Comments »

  1. Hello,

    Thanks for all this information. Our current setup: I have upgraded our computer and it has Excel 2013. We are using the most recent version of AXYS 3.85.

    I have followed these directions and it almost works. I keep getting an “error 91″ Object Variable not set. I am not sure how to fix this. Can you let me know if you have run into this issue and how to fix it?

    Thanks
    Chuck Moore

    Comment by Chuck Moore — January 5, 2014 @ 9:35 am

  2. Sure, happy to help. I have a couple ideas in mind. If you are on connection.advent.com, you can post in the Axys forum, or let me know how I may contact you.

    Comment by admin — January 7, 2014 @ 10:05 pm

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