File Coverage

blib/lib/Excel/Writer/XLSX/Chart/Scatter.pm

Criterion	Covered	Total	%
statement	128	132	96.9
branch	22	22	100.0
condition	5	5	100.0
subroutine	15	16	93.7
pod	1	2	50.0
total	171	177	96.6

###############################################################################
#
# Scatter - A class for writing Excel Scatter charts.
#
# Used in conjunction with Excel::Writer::XLSX::Chart.
#
# See formatting note in Excel::Writer::XLSX::Chart.
#
# Copyright 2000-2021, John McNamara, [e-mail]
#
# 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 = '1.09';


###############################################################################
#
# new()
#
#

    my $class = shift;
    my $self  = Excel::Writer::XLSX::Chart->new( @_ );

    $self->{_subtype}           = $self->{_subtype} || 'marker_only';
    $self->{_cross_between}     = 'midCat';
    $self->{_horiz_val_axis}    = 0;
    $self->{_val_axis_postion}  = 'b';
    $self->{_smooth_allowed}    = 1;
    $self->{_requires_category} = 1;

    # 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;
}


###############################################################################
#
# combine()
#
# Override parent method to add a warning.
#

    my $self  = shift;
    my $chart = shift;

    carp 'Combined chart not currently supported with scatter chart ' .
      'as the primary chart';
    return;
}


##############################################################################
#
# _write_chart_type()
#
# Override the virtual superclass method with a chart specific method.
#

    my $self = shift;

    # Write the c:scatterChart element.
    $self->_write_scatter_chart( @_ );
}


##############################################################################
#
# _write_scatter_chart()
#
# Write the <c:scatterChart> element.
#

    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;

    my $style   = 'lineMarker';
    my $subtype = $self->{_subtype};

    # Set the user defined chart subtype.

    if ($subtype eq 'marker_only') {
        $style = 'lineMarker';
    }

    if ($subtype eq 'straight_with_markers') {
        $style = 'lineMarker';
    }

    if ($subtype eq 'straight') {
        $style = 'lineMarker';
        $self->{_default_marker} = { type => 'none' };
    }

    if ($subtype eq 'smooth_with_markers') {
        $style = 'smoothMarker';
    }

    if ($subtype eq 'smooth') {
        $style = 'smoothMarker';
        $self->{_default_marker} = { type => 'none' };
    }

    # Add default formatting to the series data.
    $self->_modify_series_formatting();

    $self->xml_start_tag( 'c:scatterChart' );

    # Write the c:scatterStyle element.
    $self->_write_scatter_style( $style );

    # Write the series elements.
    $self->_write_ser( $_ ) for @series;

    # Write the c:axId elements
    $self->_write_axis_ids( %args );

    $self->xml_end_tag( 'c:scatterChart' );
}


##############################################################################
#
# _write_ser()
#
# Over-ridden to write c:xVal/c:yVal instead of c:cat/c:val elements.
#
# Write the <c:ser> element.
#

    my $self   = shift;
    my $series = shift;
    my $index  = $self->{_series_index}++;

    $self->xml_start_tag( 'c:ser' );

    # Write the c:idx element.
    $self->_write_idx( $index );

    # Write the c:order element.
    $self->_write_order( $index );

    # Write the series name.
    $self->_write_series_name( $series );

    # Write the c:spPr element.
    $self->_write_sp_pr( $series );

    # Write the c:marker element.
    $self->_write_marker( $series->{_marker} );

    # Write the c:dPt element.
    $self->_write_d_pt( $series->{_points} );

    # Write the c:dLbls element.
    $self->_write_d_lbls( $series->{_labels} );

    # Write the c:trendline element.
    $self->_write_trendline( $series->{_trendline} );

    # Write the c:errBars element.
    $self->_write_error_bars( $series->{_error_bars} );

    # Write the c:xVal element.
    $self->_write_x_val( $series );

    # Write the c:yVal element.
    $self->_write_y_val( $series );

    # Write the c:smooth element.
    if ( $self->{_subtype} =~ /smooth/ && !defined $series->{_smooth} ) {
        # Default is on for smooth scatter charts.
        $self->_write_c_smooth( 1 );
    }
    else {
        $self->_write_c_smooth( $series->{_smooth} );
    }

    $self->xml_end_tag( 'c:ser' );
}


##############################################################################
#
# _write_plot_area()
#
# Over-ridden to have 2 valAx elements for scatter charts instead of
# catAx/valAx.
#
# Write the <c:plotArea> element.
#

    my $self = shift;

    $self->xml_start_tag( 'c:plotArea' );

    # Write the c:layout element.
    $self->_write_layout( $self->{_plotarea}->{_layout}, 'plot' );

    # Write the subclass chart type elements for primary and secondary axes.
    $self->_write_chart_type( primary_axes => 1 );
    $self->_write_chart_type( primary_axes => 0 );

    # Write c:catAx and c:valAx elements for series using primary axes.
    $self->_write_cat_val_axis(
        x_axis   => $self->{_x_axis},
        y_axis   => $self->{_y_axis},
        axis_ids => $self->{_axis_ids},
        position => 'b',
    );

    my $tmp = $self->{_horiz_val_axis};
    $self->{_horiz_val_axis} = 1;
    $self->_write_val_axis(
        x_axis   => $self->{_x_axis},
        y_axis   => $self->{_y_axis},
        axis_ids => $self->{_axis_ids},
        position => 'l',
    );
    $self->{_horiz_val_axis} = $tmp;

    # Write c:valAx and c:catAx elements for series using secondary axes.
    $self->_write_cat_val_axis(
        x_axis   => $self->{_x2_axis},
        y_axis   => $self->{_y2_axis},
        axis_ids => $self->{_axis2_ids},
        position => 'b',
    );
    $self->{_horiz_val_axis} = 1;
    $self->_write_val_axis(
        x_axis   => $self->{_x2_axis},
        y_axis   => $self->{_y2_axis},
        axis_ids => $self->{_axis2_ids},
        position => 'l',
    );

    # Write the c:spPr element for the plotarea formatting.
    $self->_write_sp_pr( $self->{_plotarea} );

    $self->xml_end_tag( 'c:plotArea' );
}


##############################################################################
#
# _write_x_val()
#
# Write the <c:xVal> element.
#

    my $self    = shift;
    my $series  = shift;
    my $formula = $series->{_categories};
    my $data_id = $series->{_cat_data_id};
    my $data    = $self->{_formula_data}->[$data_id];

    $self->xml_start_tag( 'c:xVal' );

    # Check the type of cached data.
    my $type = $self->_get_data_type( $data );

    # TODO. Can a scatter plot have non-numeric data.

    if ( $type eq 'str' ) {

        # Write the c:numRef element.
        $self->_write_str_ref( $formula, $data, $type );
    }
    else {

        # Write the c:numRef element.
        $self->_write_num_ref( $formula, $data, $type );
    }

    $self->xml_end_tag( 'c:xVal' );
}


##############################################################################
#
# _write_y_val()
#
# Write the <c:yVal> element.
#

    my $self    = shift;
    my $series  = shift;
    my $formula = $series->{_values};
    my $data_id = $series->{_val_data_id};
    my $data    = $self->{_formula_data}->[$data_id];

    $self->xml_start_tag( 'c:yVal' );

    # Unlike Cat axes data should only be numeric.

    # Write the c:numRef element.
    $self->_write_num_ref( $formula, $data, 'num' );

    $self->xml_end_tag( 'c:yVal' );
}


##############################################################################
#
# _write_scatter_style()
#
# Write the <c:scatterStyle> element.
#

    my $self = shift;
    my $val  = shift;

    my @attributes = ( 'val' => $val );

    $self->xml_empty_tag( 'c:scatterStyle', @attributes );
}


##############################################################################
#
# _modify_series_formatting()
#
# Add default formatting to the series data unless it has already been
# specified by the user.
#

    my $self    = shift;
    my $subtype = $self->{_subtype};

    # The default scatter style "markers only" requires a line type.
    if ( $subtype eq 'marker_only' ) {

        # Go through each series and define default values.
        for my $series ( @{ $self->{_series} } ) {

            # Set a line type unless there is already a user defined type.
            if ( !$series->{_line}->{_defined} ) {
                $series->{_line} = {
                    width    => 2.25,
                    none     => 1,
                    _defined => 1,
                };
            }
        }
    }
}


##############################################################################
#
# _write_d_pt_point()
#
# Write an individual <c:dPt> element. Override the parent method to add
# markers.
#

    my $self   = shift;
    my $index = shift;
    my $point = shift;

        $self->xml_start_tag( 'c:dPt' );

        # Write the c:idx element.
        $self->_write_idx( $index );

        $self->xml_start_tag( 'c:marker' );

        # Write the c:spPr element.
        $self->_write_sp_pr( $point );

        $self->xml_end_tag( 'c:marker' );

        $self->xml_end_tag( 'c:dPt' );
}


1;




=head1 NAME

Scatter - A class for writing Excel Scatter charts.

=head1 SYNOPSIS

To create a simple Excel file with a Scatter chart using Excel::Writer::XLSX:

    #!/usr/bin/perl

    use strict;
    use warnings;
    use Excel::Writer::XLSX;

    my $workbook  = Excel::Writer::XLSX->new( 'chart.xlsx' );
    my $worksheet = $workbook->add_worksheet();

    my $chart     = $workbook->add_chart( type => 'scatter' );

    # Configure the chart.
    $chart->add_series(
        categories => '=Sheet1!$A$2:$A$7',
        values     => '=Sheet1!$B$2:$B$7',
    );

    # Add the worksheet data the chart refers to.
    my $data = [
        [ 'Category', 2, 3, 4, 5, 6, 7 ],
        [ 'Value',    1, 4, 5, 2, 1, 5 ],
    ];

    $worksheet->write( 'A1', $data );

    __END__

=head1 DESCRIPTION

This module implements Scatter charts for L<Excel::Writer::XLSX>. The chart object is created via the Workbook C<add_chart()> method:

    my $chart = $workbook->add_chart( type => 'scatter' );

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 Scatter Chart Subtypes

The C<Scatter> chart module also supports the following sub-types:

    markers_only (the default)
    straight_with_markers
    straight
    smooth_with_markers
    smooth

These can be specified at creation time via the C<add_chart()> Worksheet method:

    my $chart = $workbook->add_chart(
        type    => 'scatter',
        subtype => 'straight_with_markers'
    );

=head1 EXAMPLE

Here is a complete example that demonstrates most of the available features when creating a chart.

    #!/usr/bin/perl

    use strict;
    use warnings;
    use Excel::Writer::XLSX;

    my $workbook  = Excel::Writer::XLSX->new( 'chart_scatter.xlsx' );
    my $worksheet = $workbook->add_worksheet();
    my $bold      = $workbook->add_format( bold => 1 );

    # Add the worksheet data that the charts will refer to.
    my $headings = [ 'Number', 'Batch 1', 'Batch 2' ];
    my $data = [
        [ 2, 3, 4, 5, 6, 7 ],
        [ 10, 40, 50, 20, 10, 50 ],
        [ 30, 60, 70, 50, 40, 30 ],

    ];

    $worksheet->write( 'A1', $headings, $bold );
    $worksheet->write( 'A2', $data );

    # Create a new chart object. In this case an embedded chart.
    my $chart = $workbook->add_chart( type => 'scatter', embedded => 1 );

    # Configure the first series.
    $chart->add_series(
        name       => '=Sheet1!$B$1',
        categories => '=Sheet1!$A$2:$A$7',
        values     => '=Sheet1!$B$2:$B$7',
    );

    # Configure second series. Note alternative use of array ref to define
    # ranges: [ $sheetname, $row_start, $row_end, $col_start, $col_end ].
    $chart->add_series(
        name       => '=Sheet1!$C$1',
        categories => [ 'Sheet1', 1, 6, 0, 0 ],
        values     => [ 'Sheet1', 1, 6, 2, 2 ],
    );

    # Add a chart title and some axis labels.
    $chart->set_title ( name => 'Results of sample analysis' );
    $chart->set_x_axis( name => 'Test number' );
    $chart->set_y_axis( name => 'Sample length (mm)' );

    # Set an Excel chart style. Colors with white outline and shadow.
    $chart->set_style( 10 );

    # Insert the chart into the worksheet (with an offset).
    $worksheet->insert_chart( 'D2', $chart, 25, 10 );

    __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/scatter1.jpg" width="483" height="291" alt="Chart example." /></center></p>

=end html


=head1 AUTHOR

John McNamara [e-mail]

=head1 COPYRIGHT

Copyright MM-MMXXI, 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.