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WriteXLSX

ruby gem for generating XLSX file.

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CONTENTS

NAME

Shape - A class for creating Excel Drawing shapes

SYNOPSIS

To create a simple Excel file containing shapes using WriteXLSX:

require 'write_xlsx'

workbook  = WriteXLSX.new( 'shape.xlsx' )
worksheet = workbook.add_worksheet()

# Add a default rectangle shape.
rect = workbook.add_shape()

# Add an ellipse with centered text.
ellipse = workbook.add_shape(
    type: 'ellipse',
    text: "Hello\nWorld"
)

# Add a plus shape.
plus = workbook.add_shape( type: 'plus')

# Insert the shapes in the worksheet.
worksheet.insert_shape( 'B3', rect )
worksheet.insert_shape( 'C3', ellipse )
worksheet.insert_shape( 'D3', plus )

DESCRIPTION

A Shape object is created via the Workbook add_shape() method:

shape_rect = workbook.add_shape( type: 'rect' )

Once the object is created it can be inserted into a worksheet using the insert_shape() method:

worksheet.insert_shape('A1', shape_rect)

A Shape can be inserted multiple times if required.

worksheet.insert_shape('A1', shape_rect)
worksheet.insert_shape('B2', shape_rect, 20, 30)

METHODS

add_shape( properties )

The add_shape() Workbook method specifies the properties of the Shape in hash property: value format:

shape = workbook.add_shape( properties )

The available properties are shown below.

insert_shape( row, col, shape, x, y, scale_x, scale_y )

The insert_shape() Worksheet method sets the location and scale of the shape object within the worksheet.

# Insert the shape into the worksheet.
worksheet.insert_shape( 'E2', shape )

Using the cell location and the x and y cell offsets it is possible to position a shape anywhere on the canvas of a worksheet.

A more detailed explanation of the insert_shape() method is given in the main WriteXLSX documentation.

SHAPE PROPERTIES

Any shape property can be queried or modified by the corresponding get/set method:

ellipse = workbook.add_shape( properties )
ellipse.set_type( 'plus' )    # No longer an ellipse!
type = ellipse.get_type       # Find out what it really is.

Multiple shape properties may also be modified in one go by using the set_properties() method:

shape.set_properties( type: 'ellipse', text: 'Hello' )

The properties of a shape object that can be defined via add_shape() are shown below.

:name

Defines the name of the shape. This is an optional property and the shape will be given a default name if not supplied. The name is generally only used by Excel Macros to refer to the object.

:type

Defines the type of the object such as rect, ellipse or triangle:

ellipse = workbook.add_shape( type: 'ellipse' )

The default type is rect.

The full list of available shapes is shown below.

See also the shapes_all.rb program in the examples directory of the distro. It creates an example workbook with all supported shapes labelled with their shape names.

Basic Shapes
-------------
blockArc              can            chevron       cube          decagon
diamond               dodecagon      donut         ellipse       funnel
gear6                 gear9          heart         heptagon      hexagon
homePlate             lightningBolt  line          lineInv       moon
nonIsoscelesTrapezoid noSmoking      octagon       parallelogram pentagon
pie                   pieWedge       plaque        rect          round1Rect
round2DiagRect        round2SameRect roundRect     rtTriangle    smileyFace
snip1Rect             snip2DiagRect  snip2SameRect snipRoundRect star10
star12                star16         star24        star32        star4
star5                 star6          star7         star8         sun
teardrop              trapezoid      triangle

Arrow Shapes
-------------
bentArrow        bentUpArrow       circularArrow     curvedDownArrow
curvedLeftArrow  curvedRightArrow  curvedUpArrow     downArrow
leftArrow        leftCircularArrow leftRightArrow    leftRightCircularArrow
leftRightUpArrow leftUpArrow       notchedRightArrow quadArrow
rightArrow       stripedRightArrow swooshArrow       upArrow
upDownArrow      uturnArrow

Connector Shapes
----------------
bentConnector2   bentConnector3   bentConnector4
bentConnector5   curvedConnector2 curvedConnector3
curvedConnector4 curvedConnector5 straightConnector1

Callout Shapes
--------------
accentBorderCallout1  accentBorderCallout2  accentBorderCallout3
accentCallout1        accentCallout2        accentCallout3
borderCallout1        borderCallout2        borderCallout3
callout1              callout2              callout3
cloudCallout          downArrowCallout      leftArrowCallout
leftRightArrowCallout quadArrowCallout      rightArrowCallout
upArrowCallout        upDownArrowCallout    wedgeEllipseCallout
wedgeRectCallout      wedgeRoundRectCallout

Flow Chart Shapes
-----------------
flowChartAlternateProcess  flowChartCollate        flowChartConnector
flowChartDecision          flowChartDelay          flowChartDisplay
flowChartDocument          flowChartExtract        flowChartInputOutput
flowChartInternalStorage   flowChartMagneticDisk   flowChartMagneticDrum
flowChartMagneticTape      flowChartManualInput    flowChartManualOperation
flowChartMerge             flowChartMultidocument  flowChartOfflineStorage
flowChartOffpageConnector  flowChartOnlineStorage  flowChartOr
flowChartPredefinedProcess flowChartPreparation    flowChartProcess
flowChartPunchedCard       flowChartPunchedTape    flowChartSort
flowChartSummingJunction   flowChartTerminator

Action Shapes
-------------
actionButtonBackPrevious actionButtonBeginning actionButtonBlank
actionButtonDocument     actionButtonEnd       actionButtonForwardNext
actionButtonHelp         actionButtonHome      actionButtonInformation
actionButtonMovie        actionButtonReturn    actionButtonSound

Chart Shapes
------------
Not to be confused with Excel Charts.

chartPlus chartStar chartX

Math Shapes
-----------
mathDivide mathEqual mathMinus mathMultiply mathNotEqual mathPlus

Stars and Banners
-----------------
arc            bevel          bracePair  bracketPair chord
cloud          corner         diagStripe doubleWave  ellipseRibbon
ellipseRibbon2 foldedCorner   frame      halfFrame   horizontalScroll
irregularSeal1 irregularSeal2 leftBrace  leftBracket leftRightRibbon
plus           ribbon         ribbon2    rightBrace  rightBracket
verticalScroll wave

Tab Shapes
----------
cornerTabs plaqueTabs squareTabs
:text

This property is used to make the shape act like a text box.

rect = workbook.add_shape( type: 'rect', text: "Hello\nWorld" )

The text is super-imposed over the shape. The text can be wrapped using the newline character \n.

:id

Identification number for internal identification. This number will be auto-assigned, if not assigned, or if it is a duplicate.

:format

Workbook format for decorating the shape text (font family, size, and decoration).

:start, :start_index

Shape indices of the starting point for a connector and the index of the connection. Index numbers are zero-based, start from the top dead centre and are counted clockwise.

Indices are typically created for vertices and centre points of shapes. They are the blue connection points that appear when connection shapes are selected manually in Excel.

:end, :end_index

Same as above but for end points and end connections.

:start_side, :end_side

This is either the letter b or r for the bottom or right side of the shape to be connected to and from.

If the start, start_index, and start_side parameters are defined for a connection shape, the shape will be auto located and linked to the starting and ending shapes respectively. This can be very useful for flow and organisation charts.

:flip_h, :flip_v

Set this value to 1, to flip the shape horizontally and/or vertically.

:rotation

Shape rotation, in degrees, from 0 to 360.

:line, :fill

Shape colour for the outline and fill. Colours may be specified as a colour index, or in RGB format, i.e. AA00FF.

See COLOURS IN EXCEL in the main documentation for more information.

:line_type

Line type for shape outline. The default is solid. The list of possible values is:

dash, sysDot, dashDot, lgDash, lgDashDot, lgDashDotDot, solid
:valign, :align

Text alignment within the shape.

Vertical alignment can be:

Setting     Meaning
=======     =======
t           Top
ctr         Centre
b           Bottom

Horizontal alignment can be:

Setting     Meaning
=======     =======
l           Left
r           Right
ctr         Centre
just        Justified

The default is to centre both horizontally and vertically.

:scale_x, :scale_y

Scale factor in x and y dimension, for scaling the shape width and height. The default value is 1.

Scaling may be set on the shape object or via insert_shape().

:adjustments

Adjustment of shape vertices. Most shapes do not use this. For some shapes, there is a single adjustment to modify the geometry. For instance, the plus shape has one adjustment to control the width of the spokes.

Connectors can have a number of adjustments to control the shape routing. Typically, a connector will have 3 to 5 handles for routing the shape. The adjustment is in percent of the distance from the starting shape to the ending shape, alternating between the x and y dimension. Adjustments may be negative, to route the shape away from the endpoint.

:stencil

Shapes work in stencil mode by default. That is, once a shape is inserted, its connection is separated from its master. The master shape may be modified after an instance is inserted, and only subsequent insertions will show the modifications.

This is helpful for Org charts, where an employee shape may be created once, and then the text of the shape is modified for each employee.

The insert_shape() method returns a reference to the inserted shape (the child).

Stencil mode can be turned off, allowing for shape(s) to be modified after insertion. In this case the insert_shape() method returns a reference to the inserted shape (the master). This is not very useful for inserting multiple shapes, since the x/y coordinates also gets modified.

TIPS

Use worksheet.hide_gridlines(2) to prepare a blank canvas without gridlines.

Shapes do not need to fit on one page. Excel will split a large drawing into multiple pages if required. Use the page break preview to show page boundaries superimposed on the drawing.

Connected shapes will auto-locate in Excel if you move either the starting shape or the ending shape separately. However, if you select both shapes (lasso or control-click), the connector will move with it, and the shape adjustments will not re-calculate.

EXAMPLE

require 'write_xlsx'

workbook  = WriteXLSX.new( 'shape.xlsx' )
worksheet = workbook.add_worksheet

# Add a default rectangle shape.
rect = workbook.add_shape

# Add an ellipse with centered text.
ellipse = workbook.add_shape(
    type: 'ellipse',
    text: "Hello\nWorld"
)

# Add a plus shape.
plus = workbook.add_shape( type: 'plus')

# Insert the shapes in the worksheet.
worksheet.insert_shape( 'B3', rect )
worksheet.insert_shape( 'C3', ellipse )
worksheet.insert_shape( 'D3', plus )

See also the shapes_*.rb program in the examples directory of the distro.