Sunday, July 6, 2008

Working with Win32OLE Constants

Excel (and Word, Outlook, etc.) has hundreds of built-in constants that represent numeric values. When reviewing code written in Visual Basic, you may see these constants passed when calling methods or setting property values:


mychart.ChartType = xlColumnClustered

But the above line of code won't work on its own in Ruby, as xlColumnClustered won't be recognized as a constant. So, when translating this code to Ruby, how do you get it to work?

Do-It-Yourself

In my code examples here, I usually either provide the actual value...

mychart.ChartType = 51

...or explicitly assign the value to a constant or variable myself:

xlColumnClustered = 51
mychart.ChartType = xlColumnClustered

In Ruby, constants must begin with an upper-case letter, so 'xlColumnClustered' is really a variable in the last example above. To make it a constant, I should actually name it something like 'XlColumnClustered', with an upper-case X.

How did I know that the Excel constant xlColumnClustered equals 51? Well, I simply googled 'Const xlColumnClustered' and quickly found examples where the constant was being explicitly declared in VB/VBA code ("Const xlColumnClustered = 51"). Googling for 'Excel Constants' will return numerous pages that list all the the Excel constants and their corresponding values. Microsoft provides their own listing here.

Loading the Win32OLE Constants

But you don't have to do it yourself. Ruby's win32ole library allows you to load an object's built-in constants into a class or module. To do so, first create an empty class or module:

class ExcelConst
end

Then call the WIN32OLE.const_load method. Pass this method your previously-defined Excel application object and your new ExcelConst class:

WIN32OLE.const_load(excel, ExcelConst)

This loads the Excel application object's built-in constants into your ExcelConst class, but each constant will now begin with an upper-case letter, as required in Ruby. Now you can call Excel's built-in constants from your new ExcelConst class. So our original example...

mychart.ChartType = xlColumnClustered

...works with only a slight modification, inserting the name of our ExcelConst class and capitalizing the first letter of the constant:

mychart.ChartType = ExcelConst::XlColumnClustered

There you have it. This same method works for loading constants from other win32 application objects, such as Word or Outlook.

By the way, you can review the docs for the WIN32OLE library, including the const_load method, here.

I hope you found this useful. Feel free to post a comment here or email me if you have questions, comments, or suggestions for future articles (or the book).

Thanks for stopping by!

Monday, June 30, 2008

Ruby on Windows: The Book

A reader recently commented:

"Have you written a book on Ruby + Windows? I'd love to see the material expanded and put down on paper. I suppose I can print it out myself, but it's just not the same."

I've been asked about this before. While I currently have no such "Ruby on Windows" book to offer, I can now say that I have finally started on it.

I welcome any comments, suggestions, or advice you may have -- as readers and/or writers.

Sunday, June 22, 2008

Automating Excel: Creating Charts

They say a picture is worth a thousand words, and sometimes a chart can make your point more effectively than the raw data behind it can. This is especially true when comparing relative values such as monthly revenue data or team statistics.

In our last episode, we looked at how to define titles in existing Excel charts. Sticking with the Excel Charts theme, let's now investigate how to create new charts in Excel.

A chart is a visualization of data, and for this example, the data represents Runs Scored and Runs Allowed for American League Baseball teams, as reported on the mlb.com website. Our Excel worksheet contains a row for each team, with columns for Runs Scored and Runs Allowed:



We'll use the win32ole library for automating Excel, and we'll connect to a running instance of Excel and use the already open 'mlb_stats.xls' workbook:


require 'win32ole'
xl = WIN32OLE.connect('Excel.Application')
wb = xl.Workbooks('mlb_stats.xls')

Let's define some parameter variables that we'll use later:

xlColumns = 2
xlColumnClustered = 51
xlWhite = 2
xlRed = 3
xlBlue = 5
xlGray = 15

To add a new Chart object to the workbook's Charts collection, call the Charts.Add method:

mychart = wb.Charts.Add
mychart.Name = "MLB Scoring"

The Charts.Add method returns a reference to the newly-created Chart object, which we've assigned to the variable mychart.

To delete an existing Chart object, call the Charts(chart).Delete method, where chart is the name or (1-based) index of the chart to delete:

wb.Charts("MLB Scoring").Delete
wb.Charts(1).Delete

Naturally, we can't produce a chart without data, and we use the SetSourceData method to define the source of the data that the chart will represent. This method takes 2 arguments, [1] a range of cells from a worksheet, and [2] a number that indicates whether to plot the graph by rows (1) or by columns (2):

mychart.SetSourceData wb.Worksheets("Runs Scored and Allowed").Range("A1:C15"), xlColumns

There are many different types of charts to choose from, and for our purpose, we'll use a 2-dimensional column [aka vertical bars] chart, setting the ChartType property to 51 (via our previously-defined xlColumnClustered variable):

mychart.ChartType = xlColumnClustered

Now, you could execute your code at this point and create a new chart. But let's tweak the colors a bit. The SeriesCollection object holds each series of data and its related properties. Our chart has 2 series, one for Runs Scored, and one for Runs Allowed. Let's make the Runs Scored columns blue and the Runs Allowed columns red, via the Interior.ColorIndex property:

mychart.SeriesCollection(1).Interior.ColorIndex = xlBlue
mychart.SeriesCollection(2).Interior.ColorIndex = xlRed

We could also dictate the name that is displayed for each series in the legend:

mychart.SeriesCollection(1).Name = "Runs Scored"
mychart.SeriesCollection(2).Name = "Runs Allowed "

If you do not define a name for each series, Excel will try to pull it from your source data worksheet.

The PlotArea represents the area on which the data (columns, in our case) is plotted. The ChartArea is the area surrounding the PlotArea, on which the title, axes, and legend are placed. For demonstration purposes, let's define specific colors for these objects by setting their Interior.ColorIndex property:

mychart.ChartArea.Interior.ColorIndex = xlWhite
mychart.ChartArea.Border.ColorIndex = xlBlue
mychart.PlotArea.Interior.ColorIndex = xlGray
mychart.PlotArea.Border.ColorIndex = xlWhite

Finally, we'll add a title to the top of the chart, and format the text:

mychart.HasTitle = true
mychart.ChartTitle.Characters.Text = "American League - Runs Scored vs. Runs Allowed"
mychart.ChartTitle.Font.Name = 'Verdana'
mychart.ChartTitle.Font.Size = 16
mychart.ChartTitle.Font.Bold = true

Note that we first have to set the HasTitle property to true. Without first doing this, trying to define the various ChartTitle properties will raise an error.

Our complete code looks like this, and produces a chart that looks like this:



Not a bad start, eh? A quick glance at this chart tells you that Boston and Chicago are doing very well, run-wise, and that it could be a very long season for Kansas City and Seattle. And we see that Texas scores a tremendous amount of runs, but allows even more.

I encourage you to investigate the vast array of chart methods and properties. Towards that end, you might want to check out Jon Peltier's Chart tutorials, which I have found to be helpful.

Questions? Comments? Suggestions? Post a comment here or send me an email.

Thanks for stopping by!

Sunday, June 15, 2008

Automating Excel: Chart, Axis, and Legend Titles

A reader writes, "I need to use Ruby to automate Excel... How can I set the chart title, axes title, or legend name, etc in the chart by using Ruby?" I confess that my knowledge of Excel charts is limited, but let's dive in and see what we can learn...

As usual, you'll start by using the win32ole library. For our example, we'll connect to a running instance of Excel:


require 'win32ole'
xl = WIN32OLE.connect('Excel.Application')

Referencing a Chart Object

Let's assume that ws is your worksheet object. You can obtain a reference to a Chart object either...

...via the Charts collection, if it is a chart sheet...

chart = ws.Charts(1).Chart

or via the ChartObjects collection, if it is an embedded chart (not a chart sheet)...

chart = ws.ChartObjects(1).Chart

...or via the ActiveChart method if the chart is the currently active object:

chart = xl.ActiveChart

Setting the Chart Title

In order to set the value of a chart's title, you must ensure that the HasTitle property is enabled:

chart.HasTitle = true

Then set the value of the ChartTitle.Text property:

chart.ChartTitle.Text = "2008 Sales"

Setting the Axes Title

Select one of the chart's axes by calling the Chart object's Axes method and passing it an integer representing either the category, value, or series axis:

XL_CATEGORY = 1
XL_VALUE = 2
XL_SERIESAXIS = 3
axis = chart.Axes(XL_CATEGORY)

Much like with the chart title above, in order to set the value of an axis' title, you must ensure that the HasTitle property is enabled:

axis.HasTitle = true

Then set the value of the ChartTitle.Text property:

axis.AxisTitle.Text = "July Sales"

Setting the Legend Names

You can reference a legend via the Chart object's SeriesCollection method, passing it the (1-based) index of the item you wish to reference:

chart.SeriesCollection(1).Name = "Jan"
chart.SeriesCollection(2).Name = "Feb"
chart.SeriesCollection(3).Name = "Mar"

And there you have it. If you found this to be useful, you may want to check out this Microsoft MSDN Chart object reference.

Got a question, comment, or suggestion? Post your comment here or send me an email.

Thanks for stopping by!

Tuesday, June 3, 2008

Running In A Console Window?

Someone recently asked me how to determine if your code is running in a console window or not. Perhaps you have a program that provides both GUI and command line interfaces and you need to know which interface is being used. You may wish to output error messages to the console, if it exists, but to a file if the console doesn't exist.

UPDATE: Perhaps the preferred means for this is the STDIN.isatty method, which returns true if running in a console window and false otherwise...


if STDIN.isatty
# do some command-line stuff
else
# do some GUI stuff
end

Thanks to Brent and Dan for their comments.

Alternatively, Nobu Nakada mentioned in a recent Ruby Forum post that you cannot open the CONIN$ (console input) device file unless you are running in a console window. So the following method (adapted from Nobu) would return true if running in a console window and false otherwise...

def in_console?
begin
open("CONIN$") {}
console = true
rescue SystemCallError
console = false
end
return console
end

Usage example:

if in_console?
# do some command-line stuff
else
# do some GUI stuff
end

There you have it. Got a question or suggestion? Post a comment or send me email.

Thanks for stopping by!

Monday, April 21, 2008

Shutting Down Windows from Ruby Code

Someone recently asked how to shut down or restart Windows from their Ruby code. Windows provides an executable, "shutdown.exe", to accomplish this. Execute this command from your script with the appropriate parameters and you can log off, shutdown, or restart the OS.

Parameters accepted include, but are not limited to:


-l Log off (cannot be used with -m option)
-s Shutdown the computer
-r Shutdown and restart the computer
-t xx Set timeout for shutdown to xx seconds
-f Forces running applications to close without warning

So, the following line of code will close all applications without a warning and instantly shut down and restart your PC:

system('shutdown.exe -r -f -t 0')

To get the full list of parameters, open a console window and enter

shutdown.exe /?

Further details can be found in this Microsoft article. And Gordon Thiesfeld offers WMI and win32ole alternatives in this Ruby Forum thread.

Thanks for stopping by!

Wednesday, April 2, 2008

Win32OLE Library for JRuby?

Charles O. Nutter of the JRuby project is seeking proposals for Google's Summer of Code (GSoC).

Among the suggested projects is this one of possible interest to many [J]Ruby on Windows users:

Win32OLE Library for JRuby - Implement the win32ole library for JRuby. This would also be an excellent contribution, since there's already libraries like Jacob to take some of the pain out of it, and it would be great to have it working on JRuby. (suggested by sgwong)

Update from Charlie:

BTW, if you know anyone that might be interested in doing this through GSoC, please spread the word quickly. The deadline for submissions is Monday, April 7, so there's not a lot of time left.

And to make it more attractive, there's already a very nice Java library that provides COM/OLE support (http://danadler.com/jacob/) so the task is more about wiring that library into JRuby than mucking about with any low-level native nasties.

I'd love to see this project undertaken, as it could be a big boost for those of us who currently do COM automation work with Ruby. I haven't done much with JRuby yet (a wee bit of Jython in the past), but I like the possibilities for having an easily-distributable app (JAR file?) that includes a GUI (e.g., Swing) and Win32OLE functionality.

What do you think? Would a Win32OLE library increase the likelihood of you using JRuby for some future projects?


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