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.Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

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Page 1: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

.Graph for ExcelEnhancing the Graphics Production Process at the OECDMSIS2014 Dublin Prepared by: Susan CartwrightPresented by: Jonathan Challener

Page 2: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Outline

A. IntroductionB. Overview of three solutions provided by

OECD.Graph– Formatting – Facilitating the translation process – Creation of Statlink files

C. Evidence of impactD. Future developments

Page 3: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

OECD.Graph: A solution to 3 problems

OECD.Graph is enhancing the graphics production process at the OECD in three ways:• Automating the formatting of graphs with the

OECD Look & Feel• Facilitating the creation of alternative language

versions of graphs (translating process)• Automating the generation of “StatLink” files

(catalogued Excel files for dissemination).

Page 4: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

How does it work?

• OECD.Graph is an Excel macro that users add to their Excel menu

• They then open the Excel file with the graphs they want to work on, and move through the ribbon left to right, making formatting, translating,… choices

Page 5: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

1. Formatting graphs with the OECD Look & Feel

General (publication) options:Choice of: Style templates, color palette, page dimensions

Chart/ panel options:Choice of: Size/layout, Colors, Patterns

Page 6: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Open an Excel file with a graph to format..

Page 7: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Choose a style template

Page 8: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Select: “OECD Standard”

Icon changes

Page 9: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Choose a colour palette

Page 10: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Select: “Bichrome”

Icon changes

Page 11: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Choose page dimensions

Page 12: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Select: 21 x 28

Icon is Large Page by default

Page 13: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Choose a size/layout

Page 14: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Icon reflects choice

Select: “1/3 Page (2 graphs in same row)”

Page 15: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Choose a start color

Page 16: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Apply Formatting –> Go

Page 17: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

OECD Look & Feel

Page 18: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Formatting a Panel of charts

Page 19: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Select Panel Size & Panel Layout -> Go

Page 20: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

OECD Look & Feel

Page 21: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Options

Page 22: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Option: Focus country• Allows users to highlight one or two bars• Below: CZE = first focus; OECD= 2nd focus

Page 23: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Option: Customize

Page 24: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Panel Legends: Development in progressBefore - 4 graphs, 4 legends:

Page 25: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

After - 4 graphs, 1 legend:

Page 26: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Separation of macro code and formatting specifications

• Style templates = XML files

XML tags = components of the Excel Chart

XML attribute values = formatting specifications in the

“charte graphique”

Page 27: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

<Palette Name="Bichrome (B &amp; W + Blue)"><Picture>PaletteBlue</Picture>...<Color R="79" G="129" B="189">

<Label> Blue accent 1 </Label></Color><Color R="184" G="204" B="228">

<Label> Blue Accent One Lighter 60% </Label></Color><Color R="216" G="216" B="216">

<Label> White Background Darker 15% </Label></Color>

...</Palette>

Excerpt from the “OECD Standard” XML file: “Bichrome palette” tag

Page 28: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

2. Translation Facilitator

Extract TextsApply Translation

Page 29: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Extract Texts icon -> Extract all text elements from the graph

Page 30: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

“Extracted texts” sheet

Page 31: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Do the actual translation

Page 32: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Apply translation icon -> New graph is created with translated texts

Page 33: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

New sheet: Figure 1_French

Page 34: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

3. Automating the creation of Statlink files

Statlink

Page 35: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener
Page 36: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Statlink file: graph + data in particular format

Page 37: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Evidence of impact of OECD.Graph

• The usage of OECD.Graph within the OECD has increased significantly in recent months: from 25 at the beginning of 2013 to over 160 users today.

• The tool is used to format graphs in more and more OECD publications.

Page 38: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Feedback from users“Very useful knowledge. Everyone should use OECD.Graph!”

“This will save me a lot of time and the end result (the graphs) will look a lot nicer.”

“ It's a great tool that should be used across all directorates - people need to know about it!”

“Real value for our organisation”

“Prepare complying graphs more efficiently.”

“I will be using OECD.Graph immediately as a result of this training.”

“Great for integrating harmonised graphs into our publications.”

Page 39: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Development roadmap for 2014

• OECD.Graph will be interfaced with our new “SVG engine” in order to create high quality SGV (scalable vector graphics) output for the web

• Formatting functionality will be extended to tables• Integration with new Authoring Environment: graphs

will become smart content in XML-based documents

Page 40: Graph for Excel Enhancing the Graphics Production Process at the OECD MSIS2014 Dublin Prepared by: Susan Cartwright Presented by: Jonathan Challener

Thank you

Susan Cartwright, OECD [email protected]