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Minor fix to Financial RATE() function

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Refresh method for charts

git-svn-id: https://phpexcel.svn.codeplex.com/svn/trunk@88962 2327b42d-5241-43d6-9e2a-de5ac946f064
This commit is contained in:
Mark Baker 2012-04-07 20:54:55 +00:00
parent efb2f4143a
commit 9785cbea82
7 changed files with 326 additions and 30 deletions
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316
Classes/PHPExcel/Calculation/Financial.php
View File

@ -294,7 +294,7 @@ class PHPExcel_Calculation_Financial {
* @param mixed salvage The salvage value at the end of the life of the asset.
* @param float period The period.
* @param float rate Rate of depreciation.
* @param int basis The type of day count to use.
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
@ -370,7 +370,7 @@ class PHPExcel_Calculation_Financial {
* @param mixed salvage The salvage value at the end of the life of the asset.
* @param float period The period.
* @param float rate Rate of depreciation.
* @param int basis The type of day count to use.
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
@ -412,6 +412,38 @@ class PHPExcel_Calculation_Financial {
} // function AMORLINC()
/**
* COUPDAYBS
*
* Returns the number of days from the beginning of the coupon period to the settlement date.
*
* Excel Function:
* COUPDAYBS(settlement,maturity,frequency[,basis])
*
* @access public
* @category Financial Functions
* @param mixed settlement The security's settlement date.
* The security settlement date is the date after the issue
* date when the security is traded to the buyer.
* @param mixed maturity The security's maturity date.
* The maturity date is the date when the security expires.
* @param mixed frequency the number of coupon payments per year.
* Valid frequency values are:
* 1 Annual
* 2 Semi-Annual
* 4 Quarterly
* If working in Gnumeric Mode, the following frequency options are
* also available
* 6 Bimonthly
* 12 Monthly
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
* 3 Actual/365
* 4 European 30/360
* @return float
*/
public static function COUPDAYBS($settlement, $maturity, $frequency, $basis=0) {
$settlement = PHPExcel_Calculation_Functions::flattenSingleValue($settlement);
$maturity = PHPExcel_Calculation_Functions::flattenSingleValue($maturity);
@ -438,6 +470,38 @@ class PHPExcel_Calculation_Financial {
} // function COUPDAYBS()
/**
* COUPDAYS
*
* Returns the number of days in the coupon period that contains the settlement date.
*
* Excel Function:
* COUPDAYS(settlement,maturity,frequency[,basis])
*
* @access public
* @category Financial Functions
* @param mixed settlement The security's settlement date.
* The security settlement date is the date after the issue
* date when the security is traded to the buyer.
* @param mixed maturity The security's maturity date.
* The maturity date is the date when the security expires.
* @param mixed frequency the number of coupon payments per year.
* Valid frequency values are:
* 1 Annual
* 2 Semi-Annual
* 4 Quarterly
* If working in Gnumeric Mode, the following frequency options are
* also available
* 6 Bimonthly
* 12 Monthly
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
* 3 Actual/365
* 4 European 30/360
* @return float
*/
public static function COUPDAYS($settlement, $maturity, $frequency, $basis=0) {
$settlement = PHPExcel_Calculation_Functions::flattenSingleValue($settlement);
$maturity = PHPExcel_Calculation_Functions::flattenSingleValue($maturity);
@ -476,6 +540,38 @@ class PHPExcel_Calculation_Financial {
} // function COUPDAYS()
/**
* COUPDAYSNC
*
* Returns the number of days from the settlement date to the next coupon date.
*
* Excel Function:
* COUPDAYSNC(settlement,maturity,frequency[,basis])
*
* @access public
* @category Financial Functions
* @param mixed settlement The security's settlement date.
* The security settlement date is the date after the issue
* date when the security is traded to the buyer.
* @param mixed maturity The security's maturity date.
* The maturity date is the date when the security expires.
* @param mixed frequency the number of coupon payments per year.
* Valid frequency values are:
* 1 Annual
* 2 Semi-Annual
* 4 Quarterly
* If working in Gnumeric Mode, the following frequency options are
* also available
* 6 Bimonthly
* 12 Monthly
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
* 3 Actual/365
* 4 European 30/360
* @return float
*/
public static function COUPDAYSNC($settlement, $maturity, $frequency, $basis=0) {
$settlement = PHPExcel_Calculation_Functions::flattenSingleValue($settlement);
$maturity = PHPExcel_Calculation_Functions::flattenSingleValue($maturity);
@ -502,6 +598,39 @@ class PHPExcel_Calculation_Financial {
} // function COUPDAYSNC()
/**
* COUPNCD
*
* Returns the next coupon date after the settlement date.
*
* Excel Function:
* COUPNCD(settlement,maturity,frequency[,basis])
*
* @access public
* @category Financial Functions
* @param mixed settlement The security's settlement date.
* The security settlement date is the date after the issue
* date when the security is traded to the buyer.
* @param mixed maturity The security's maturity date.
* The maturity date is the date when the security expires.
* @param mixed frequency the number of coupon payments per year.
* Valid frequency values are:
* 1 Annual
* 2 Semi-Annual
* 4 Quarterly
* If working in Gnumeric Mode, the following frequency options are
* also available
* 6 Bimonthly
* 12 Monthly
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
* 3 Actual/365
* 4 European 30/360
* @return mixed Excel date/time serial value, PHP date/time serial value or PHP date/time object,
* depending on the value of the ReturnDateType flag
*/
public static function COUPNCD($settlement, $maturity, $frequency, $basis=0) {
$settlement = PHPExcel_Calculation_Functions::flattenSingleValue($settlement);
$maturity = PHPExcel_Calculation_Functions::flattenSingleValue($maturity);
@ -525,6 +654,39 @@ class PHPExcel_Calculation_Financial {
} // function COUPNCD()
/**
* COUPNUM
*
* Returns the number of coupons payable between the settlement date and maturity date,
* rounded up to the nearest whole coupon.
*
* Excel Function:
* COUPNUM(settlement,maturity,frequency[,basis])
*
* @access public
* @category Financial Functions
* @param mixed settlement The security's settlement date.
* The security settlement date is the date after the issue
* date when the security is traded to the buyer.
* @param mixed maturity The security's maturity date.
* The maturity date is the date when the security expires.
* @param mixed frequency the number of coupon payments per year.
* Valid frequency values are:
* 1 Annual
* 2 Semi-Annual
* 4 Quarterly
* If working in Gnumeric Mode, the following frequency options are
* also available
* 6 Bimonthly
* 12 Monthly
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
* 3 Actual/365
* 4 European 30/360
* @return integer
*/
public static function COUPNUM($settlement, $maturity, $frequency, $basis=0) {
$settlement = PHPExcel_Calculation_Functions::flattenSingleValue($settlement);
$maturity = PHPExcel_Calculation_Functions::flattenSingleValue($maturity);
@ -563,6 +725,39 @@ class PHPExcel_Calculation_Financial {
} // function COUPNUM()
/**
* COUPPCD
*
* Returns the previous coupon date before the settlement date.
*
* Excel Function:
* COUPPCD(settlement,maturity,frequency[,basis])
*
* @access public
* @category Financial Functions
* @param mixed settlement The security's settlement date.
* The security settlement date is the date after the issue
* date when the security is traded to the buyer.
* @param mixed maturity The security's maturity date.
* The maturity date is the date when the security expires.
* @param mixed frequency the number of coupon payments per year.
* Valid frequency values are:
* 1 Annual
* 2 Semi-Annual
* 4 Quarterly
* If working in Gnumeric Mode, the following frequency options are
* also available
* 6 Bimonthly
* 12 Monthly
* @param integer basis The type of day count to use.
* 0 or omitted US (NASD) 30/360
* 1 Actual/actual
* 2 Actual/360
* 3 Actual/365
* 4 European 30/360
* @return mixed Excel date/time serial value, PHP date/time serial value or PHP date/time object,
* depending on the value of the ReturnDateType flag
*/
public static function COUPPCD($settlement, $maturity, $frequency, $basis=0) {
$settlement = PHPExcel_Calculation_Functions::flattenSingleValue($settlement);
$maturity = PHPExcel_Calculation_Functions::flattenSingleValue($maturity);
@ -589,15 +784,22 @@ class PHPExcel_Calculation_Financial {
/**
* CUMIPMT
*
* Returns the cumulative interest paid on a loan between start_period and end_period.
* Returns the cumulative interest paid on a loan between the start and end periods.
*
* @param float $rate Interest rate per period
* @param int $nper Number of periods
* Excel Function:
* CUMIPMT(rate,nper,pv,start,end[,type])
*
* @access public
* @category Financial Functions
* @param float $rate The Interest rate
* @param integer $nper The total number of payment periods
* @param float $pv Present Value
* @param int start The first period in the calculation.
* Payment periods are numbered beginning with 1.
* @param int end The last period in the calculation.
* @param int $type Payment type: 0 = at the end of each period, 1 = at the beginning of each period
* @param integer $start The first period in the calculation.
* Payment periods are numbered beginning with 1.
* @param integer $end The last period in the calculation.
* @param integer $type A number 0 or 1 and indicates when payments are due:
* 0 or omitted At the end of the period.
* 1 At the beginning of the period.
* @return float
*/
public static function CUMIPMT($rate, $nper, $pv, $start, $end, $type = 0) {
@ -629,15 +831,22 @@ class PHPExcel_Calculation_Financial {
/**
* CUMPRINC
*
* Returns the cumulative principal paid on a loan between start_period and end_period.
* Returns the cumulative principal paid on a loan between the start and end periods.
*
* @param float $rate Interest rate per period
* @param int $nper Number of periods
* Excel Function:
* CUMPRINC(rate,nper,pv,start,end[,type])
*
* @access public
* @category Financial Functions
* @param float $rate The Interest rate
* @param integer $nper The total number of payment periods
* @param float $pv Present Value
* @param int start The first period in the calculation.
* Payment periods are numbered beginning with 1.
* @param int end The last period in the calculation.
* @param int $type Payment type: 0 = at the end of each period, 1 = at the beginning of each period
* @param integer $start The first period in the calculation.
* Payment periods are numbered beginning with 1.
* @param integer $end The last period in the calculation.
* @param integer $type A number 0 or 1 and indicates when payments are due:
* 0 or omitted At the end of the period.
* 1 At the beginning of the period.
* @return float
*/
public static function CUMPRINC($rate, $nper, $pv, $start, $end, $type = 0) {
@ -669,16 +878,27 @@ class PHPExcel_Calculation_Financial {
/**
* DB
*
* Returns the depreciation of an asset for a specified period using the fixed-declining balance method.
* This form of depreciation is used if you want to get a higher depreciation value at the beginning of the depreciation
* (as opposed to linear depreciation). The depreciation value is reduced with every depreciation period by the
* depreciation already deducted from the initial cost.
* Returns the depreciation of an asset for a specified period using the
* fixed-declining balance method.
* This form of depreciation is used if you want to get a higher depreciation value
* at the beginning of the depreciation (as opposed to linear depreciation). The
* depreciation value is reduced with every depreciation period by the depreciation
* already deducted from the initial cost.
*
* Excel Function:
* DB(cost,salvage,life,period[,month])
*
* @access public
* @category Financial Functions
* @param float cost Initial cost of the asset.
* @param float salvage Value at the end of the depreciation. (Sometimes called the salvage value of the asset)
* @param int life Number of periods over which the asset is depreciated. (Sometimes called the useful life of the asset)
* @param int period The period for which you want to calculate the depreciation. Period must use the same units as life.
* @param float month Number of months in the first year. If month is omitted, it defaults to 12.
* @param float salvage Value at the end of the depreciation.
* (Sometimes called the salvage value of the asset)
* @param integer life Number of periods over which the asset is depreciated.
* (Sometimes called the useful life of the asset)
* @param integer period The period for which you want to calculate the
* depreciation. Period must use the same units as life.
* @param integer month Number of months in the first year. If month is omitted,
* it defaults to 12.
* @return float
*/
public static function DB($cost, $salvage, $life, $period, $month=12) {
@ -723,14 +943,24 @@ class PHPExcel_Calculation_Financial {
/**
* DDB
*
* Returns the depreciation of an asset for a specified period using the double-declining balance method or some other method you specify.
* Returns the depreciation of an asset for a specified period using the
* double-declining balance method or some other method you specify.
*
* Excel Function:
* DDB(cost,salvage,life,period[,factor])
*
* @access public
* @category Financial Functions
* @param float cost Initial cost of the asset.
* @param float salvage Value at the end of the depreciation. (Sometimes called the salvage value of the asset)
* @param int life Number of periods over which the asset is depreciated. (Sometimes called the useful life of the asset)
* @param int period The period for which you want to calculate the depreciation. Period must use the same units as life.
* @param float salvage Value at the end of the depreciation.
* (Sometimes called the salvage value of the asset)
* @param int life Number of periods over which the asset is depreciated.
* (Sometimes called the useful life of the asset)
* @param int period The period for which you want to calculate the
* depreciation. Period must use the same units as life.
* @param float factor The rate at which the balance declines.
* If factor is omitted, it is assumed to be 2 (the double-declining balance method).
* If factor is omitted, it is assumed to be 2 (the
* double-declining balance method).
* @return float
*/
public static function DDB($cost, $salvage, $life, $period, $factor=2.0) {
@ -1471,6 +1701,32 @@ class PHPExcel_Calculation_Financial {
/**
* RATE
*
* Returns the interest rate per period of an annuity.
* RATE is calculated by iteration and can have zero or more solutions.
* If the successive results of RATE do not converge to within 0.0000001 after 20 iterations,
* RATE returns the #NUM! error value.
*
* Excel Function:
* RATE(nper,pmt,pv[,fv[,type[,guess]]])
*
* @access public
* @category Financial Functions
* @param float nper The total number of payment periods in an annuity.
* @param float pmt The payment made each period and cannot change over the life
* of the annuity.
* Typically, pmt includes principal and interest but no other
* fees or taxes.
* @param float pv The present value - the total amount that a series of future
* payments is worth now.
* @param float fv The future value, or a cash balance you want to attain after
* the last payment is made. If fv is omitted, it is assumed
* to be 0 (the future value of a loan, for example, is 0).
* @param integer type A number 0 or 1 and indicates when payments are due:
* 0 or omitted At the end of the period.
* 1 At the beginning of the period.
* @param float guess Your guess for what the rate will be.
* If you omit guess, it is assumed to be 10 percent.
* @return float
**/
public static function RATE($nper, $pmt, $pv, $fv = 0.0, $type = 0, $guess = 0.1) {
$nper = (int) PHPExcel_Calculation_Functions::flattenSingleValue($nper);
@ -1497,6 +1753,8 @@ class PHPExcel_Calculation_Financial {
$rate = ($y1 * $x0 - $y0 * $x1) / ($y1 - $y0);
$x0 = $x1;
$x1 = $rate;
if (($nper * abs($pmt)) > ($pv - $fv))
$x1 = abs($x1);
if (abs($rate) < FINANCIAL_PRECISION) {
$y = $pv * (1 + $nper * $rate) + $pmt * (1 + $rate * $type) * $nper + $fv;

10
Classes/PHPExcel/Cell.php
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@ -547,10 +547,18 @@ class PHPExcel_Cell
{
if (strpos($pCoordinateString,':') === false && strpos($pCoordinateString,',') === false) {
// Create absolute coordinate
$worksheet = '';
$cellAddress = explode('!',$pCoordinateString);
if (count($cellAddress) == 2) {
list($worksheet,$pCoordinateString) = $cellAddress;
}
list($column, $row) = PHPExcel_Cell::coordinateFromString($pCoordinateString);
if ($column[0] == '$') $column = substr($column,1);
if ($row[0] == '$') $row = substr($row,1);
return '$' . $column . '$' . $row;
if ($worksheet > '')
$worksheet .= '!';
return $worksheet . '$' . $column . '$' . $row;
} else {
throw new Exception("Coordinate string should not be a cell range.");
}

5
Classes/PHPExcel/Chart.php
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@ -447,6 +447,9 @@ class PHPExcel_Chart
public function refresh() {
if ($this->_worksheet !== NULL) {
$this->$_plotArea->refresh($this->_worksheet);
}
}
public function render($outputDestination = null) {
@ -454,6 +457,8 @@ class PHPExcel_Chart
if (is_null($libraryName)) {
return false;
}
// Ensure that data series values are up-to-date before we render
$this->refresh();
$libraryPath = PHPExcel_Settings::getChartRendererPath();
$includePath = str_replace('\\','/',get_include_path());

6
Classes/PHPExcel/Chart/DataSeries.php
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@ -335,4 +335,10 @@ class PHPExcel_Chart_DataSeries
$this->_smoothLine = $smoothLine;
}
public function refresh(PHPExcel_Worksheet $worksheet) {
foreach($this->_plotValues as $plotValues)
$plotValues->refresh($worksheet);
}
}
}

11
Classes/PHPExcel/Chart/DataSeriesValues.php
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@ -257,4 +257,15 @@ class PHPExcel_Chart_DataSeriesValues
return $this;
}
public function refresh(PHPExcel_Worksheet $worksheet) {
if ($this->_dataSource !== NULL)
$calcEngine = PHPExcel_Calculation::getInstance();
$this->_dataValues = PHPExcel_Calculation::_unwrapResult(
$calcEngine->_calculateFormulaValue(
$this->_dataSource
)
);
}
}
}

6
Classes/PHPExcel/Chart/PlotArea.php
View File

@ -116,4 +116,10 @@ class PHPExcel_Chart_PlotArea
$this->_plotSeries = $plotSeries;
}
public function refresh(PHPExcel_Worksheet $worksheet) {
foreach($this->_plotSeries as $plotSeries)
$plotSeries->refresh($worksheet);
}
}
}

2
Classes/PHPExcel/Writer/Excel2007/Chart.php
View File

@ -51,6 +51,8 @@ class PHPExcel_Writer_Excel2007_Chart extends PHPExcel_Writer_Excel2007_WriterPa
} else {
$objWriter = new PHPExcel_Shared_XMLWriter(PHPExcel_Shared_XMLWriter::STORAGE_MEMORY);
}
// Ensure that data series values are up-to-date before we save
$pChart->refresh();
// XML header
$objWriter->startDocument('1.0','UTF-8','yes');