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MS Excel - efficient way to create diagrams?

  • September 21, 2018
  • 2 replies
  • 31 views

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As part of one of my workflows, I would like to create an excel spreadsheet that includes diagrams.

My current way to do it is as follows:

  • create excel file with diagrams manually,
  • update data within file during workflow,
  • automatically rename file and copy to output directory.

This works reasonably well for some cases but also poses problems. For example, I cannot figure out a way to dynamically change the range of the data referenced in the diagrams.

 

Is there a better way which I haven't thought of yet?

Thanks!

 

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2 replies

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Hi @jakobrehbach

Are you writing to MS Excel using templates?

 

The article below goes through how to do this and writes out the raw data to a separate sheet, then the charts/tables are created based on the named range of that sheet. By this logic, I think this should work in your case as the data changes.

 

https://knowledge.safe.com/articles/34364/using-a-template-file-when-writing-excel-data.html

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  • Author
  • September 25, 2018

Hi @jakobrehbach

Are you writing to MS Excel using templates?

 

The article below goes through how to do this and writes out the raw data to a separate sheet, then the charts/tables are created based on the named range of that sheet. By this logic, I think this should work in your case as the data changes.

 

https://knowledge.safe.com/articles/34364/using-a-template-file-when-writing-excel-data.html
Turns out that the automatic update for pivot-tables was disabled in one of my template files. This led to my resulting tabels and diagrams not being updated when I opened the file...