package Excel::Writer::XLSX::Chart::Stock;
###############################################################################
#
# Stock - A class for writing Excel Stock charts.
#
# Used in conjunction with Excel::Writer::XLSX::Chart.
#
# See formatting note in Excel::Writer::XLSX::Chart.
#
# Copyright 2000-2019, John McNamara, jmcnamara@cpan.org
#
# Documentation after __END__
#
# perltidy with the following options: -mbl=2 -pt=0 -nola
use 5.008002;
use strict;
use warnings;
use Carp;
use Excel::Writer::XLSX::Chart;
our @ISA = qw(Excel::Writer::XLSX::Chart);
our $VERSION = '1.03';
###############################################################################
#
# new()
#
#
sub new {
my $class = shift;
my $self = Excel::Writer::XLSX::Chart->new( @_ );
$self->{_show_crosses} = 0;
$self->{_hi_low_lines} = {};
$self->{_date_category} = 1;
# Override and reset the default axis values.
$self->{_x_axis}->{_defaults}->{num_format} = 'dd/mm/yyyy';
$self->{_x2_axis}->{_defaults}->{num_format} = 'dd/mm/yyyy';
$self->set_x_axis();
$self->set_x2_axis();
# Set the available data label positions for this chart type.
$self->{_label_position_default} = 'right';
$self->{_label_positions} = {
center => 'ctr',
right => 'r',
left => 'l',
above => 't',
below => 'b',
# For backward compatibility.
top => 't',
bottom => 'b',
};
bless $self, $class;
return $self;
}
##############################################################################
#
# _write_chart_type()
#
# Override the virtual superclass method with a chart specific method.
#
sub _write_chart_type {
my $self = shift;
# Write the c:stockChart element.
$self->_write_stock_chart( @_ );
}
##############################################################################
#
# _write_stock_chart()
#
# Write the <c:stockChart> element.
# Overridden to add hi_low_lines(). TODO. Refactor up into the SUPER class.
#
sub _write_stock_chart {
my $self = shift;
my %args = @_;
my @series;
if ( $args{primary_axes} ) {
@series = $self->_get_primary_axes_series;
}
else {
@series = $self->_get_secondary_axes_series;
}
return unless scalar @series;
# Add default formatting to the series data.
$self->_modify_series_formatting();
$self->xml_start_tag( 'c:stockChart' );
# Write the series elements.
$self->_write_ser( $_ ) for @series;
# Write the c:dropLines element.
$self->_write_drop_lines();
# Write the c:hiLowLines element.
$self->_write_hi_low_lines() if $args{primary_axes};
# Write the c:upDownBars element.
$self->_write_up_down_bars();
# Write the c:axId elements
$self->_write_axis_ids( %args );
$self->xml_end_tag( 'c:stockChart' );
}
##############################################################################
#
# _modify_series_formatting()
#
# Add default formatting to the series data.
#
sub _modify_series_formatting {
my $self = shift;
my $index = 0;
for my $series ( @{ $self->{_series} } ) {
if ( $index % 4 != 3 ) {
if ( !$series->{_line}->{_defined} ) {
$series->{_line} = {
width => 2.25,
none => 1,
_defined => 1,
};
}
if ( !$series->{_marker} ) {
if ( $index % 4 == 2 ) {
$series->{_marker} = { type => 'dot', size => 3 };
}
else {
$series->{_marker} = { type => 'none' };
}
}
}
$index++;
}
}
1;
__END__
=head1 NAME
Stock - A class for writing Excel Stock charts.
=head1 SYNOPSIS
To create a simple Excel file with a Stock chart using Excel::Writer::XLSX:
#!/usr/bin/perl -w
use strict;
use Excel::Writer::XLSX;
my $workbook = Excel::Writer::XLSX->new( 'chart.xlsx' );
my $worksheet = $workbook->add_worksheet();
my $chart = $workbook->add_chart( type => 'stock' );
# Add a series for each High-Low-Close.
$chart->add_series(
categories => '=Sheet1!$A$2:$A$6',
values => '=Sheet1!$B$2:$B$6'
);
$chart->add_series(
categories => '=Sheet1!$A$2:$A$6',
values => '=Sheet1!$C$2:$C$6'
);
$chart->add_series(
categories => '=Sheet1!$A$2:$A$6',
values => '=Sheet1!$D$2:$D$6'
);
# Add the worksheet data the chart refers to.
# ... See the full example below.
__END__
=head1 DESCRIPTION
This module implements Stock charts for L<Excel::Writer::XLSX>. The chart object is created via the Workbook C<add_chart()> method:
my $chart = $workbook->add_chart( type => 'stock' );
Once the object is created it can be configured via the following methods that are common to all chart classes:
$chart->add_series();
$chart->set_x_axis();
$chart->set_y_axis();
$chart->set_title();
These methods are explained in detail in L<Excel::Writer::XLSX::Chart>. Class specific methods or settings, if any, are explained below.
=head1 Stock Chart Methods
There aren't currently any stock chart specific methods. See the TODO section of L<Excel::Writer::XLSX::Chart>.
The default Stock chart is a High-Low-Close chart. A series must be added for each of these data sources.
=head1 EXAMPLE
Here is a complete example that demonstrates most of the available features when creating a Stock chart.
#!/usr/bin/perl
use strict;
use warnings;
use Excel::Writer::XLSX;
use Excel::Writer::XLSX;
my $workbook = Excel::Writer::XLSX->new( 'chart_stock.xlsx' );
my $worksheet = $workbook->add_worksheet();
my $bold = $workbook->add_format( bold => 1 );
my $date_format = $workbook->add_format( num_format => 'dd/mm/yyyy' );
my $chart = $workbook->add_chart( type => 'stock', embedded => 1 );
# Add the worksheet data that the charts will refer to.
my $headings = [ 'Date', 'High', 'Low', 'Close' ];
my $data = [
[ '2007-01-01T', '2007-01-02T', '2007-01-03T', '2007-01-04T', '2007-01-05T' ],
[ 27.2, 25.03, 19.05, 20.34, 18.5 ],
[ 23.49, 19.55, 15.12, 17.84, 16.34 ],
[ 25.45, 23.05, 17.32, 20.45, 17.34 ],
];
$worksheet->write( 'A1', $headings, $bold );
for my $row ( 0 .. 4 ) {
$worksheet->write_date_time( $row+1, 0, $data->[0]->[$row], $date_format );
$worksheet->write( $row+1, 1, $data->[1]->[$row] );
$worksheet->write( $row+1, 2, $data->[2]->[$row] );
$worksheet->write( $row+1, 3, $data->[3]->[$row] );
}
$worksheet->set_column( 'A:D', 11 );
# Add a series for each of the High-Low-Close columns.
$chart->add_series(
categories => '=Sheet1!$A$2:$A$6',
values => '=Sheet1!$B$2:$B$6',
);
$chart->add_series(
categories => '=Sheet1!$A$2:$A$6',
values => '=Sheet1!$C$2:$C$6',
);
$chart->add_series(
categories => '=Sheet1!$A$2:$A$6',
values => '=Sheet1!$D$2:$D$6',
);
# Add a chart title and some axis labels.
$chart->set_title ( name => 'High-Low-Close', );
$chart->set_x_axis( name => 'Date', );
$chart->set_y_axis( name => 'Share price', );
$worksheet->insert_chart( 'E9', $chart );
__END__
=begin html
<p>This will produce a chart that looks like this:</p>
<p><center><img src="http://jmcnamara.github.io/excel-writer-xlsx/images/examples/stock1.jpg" width="483" height="291" alt="Chart example." /></center></p>
=end html
=head1 AUTHOR
John McNamara jmcnamara@cpan.org
=head1 COPYRIGHT
Copyright MM-MMXIX, John McNamara.
All Rights Reserved. This module is free software. It may be used, redistributed and/or modified under the same terms as Perl itself.