Excel 2010 :: Waterfall And Other Advanced Charting
Apr 19, 2012
I was asked to create a Waterfall chart in PowerPoint, which stumped me both in its purpose and how to create it. Is this a standard chart, an add-in, or a chart created by modifying a standard chart?
Two related questions:
What is the best resource (book or web) for advanced charting in Excel/PowerPoint 2010? I just ordered "Charts and Graphs: Microsoft Excel 2010" (MrExcel Library) by Bill Jelen because it had the Waterfall chart in its index. That chart isn't in the "Excel 2010 Bible" or the older "Excel Charts" book by John Walkenbach and is only mentioned briefly in Jelen's "Excel 2010 in Depth."
I'm an advanced Excel user and was wondering whether there are still more charting options in Excel than there are in PowerPoint. I know that used to be the case, but it seems in 2010 that PowerPoint charting has nearly the same functionality as Excel charting or are there charts that are best done in Excel? (...putting aside linking/updating functionality).
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Feb 23, 2012
I have been trying to chart temperature differences over 10 day's time for six cities using a line graph. For some reason, the lines are all clustered at the bottom of my graph, with values of 0. My spreadsheet is accurate, without any blank cells. I'm using Excel 2010.
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Apr 29, 2014
I am looking for a function or a formula that performs the same process in Excel 2010 as:
Data Tab -> Sort & Filter -> Advanced -> *radio button* Copy to another location -> List range: A1:A100 -> Copy to: B:B -> *radio button* Unique Records only.
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Nov 8, 2012
I'm trying to make a simple chart, which maps the value of an investment fund over time. I wanted to use the new 'Table' feature within Excel 2010 to format and maintain the formulae within the Table, and the 'Header' for the table contains the date, which is not at regular intervals.
If I opt not to use the Table feature, I can create a line-chart with ease, and Excel recognises that the Dates are indeed dates and plots the graph correctly. The minute I convert over to a Table, the Date headers are no longer recognised as dates, and are instead plotted as if they were text, at regular intervals.
I've tried multiplying the Date Headers by 1 to force them back to true Dates, but this still does not work. I've also changed the setting on the horizontal axis to Date axis rather than automatic, but still no joy.
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Jul 4, 2014
I'm creating a database that contains a columns of hyperlinks and background color.
I've created code on Excel 2010 with advanced filters to copy selected rows to another worksheet. The extract works fine and those cells with hyperlinks and various color codes from the original database "appear" to have been extracted correctly.
However, a closer look shows the hyperlinks on the target worksheet are just blue underlined texts...with the links no longer working. Is there a way for me to correct this?
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May 19, 2012
I am building this waterfall chart. I'd like to put conditional color formatting to change the vertical bar automatically e.g. if it is positive, the bar color is green and if it is negative the bar color is red.
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Jan 27, 2012
Using Excel 2007. Is there a straightforward way to do a waterfall chart?
eg. stacked bars running from left to right.
First Column = 2011 Headcount
2nd Column = stacked bar with additions (by category) - stepping up from the 2011 total.
3rd Column = stacked bar with reductions (by category) - steppind down from the first column + 2nd colum total.
4th column = 2011 exit (which will be at the same height as the bottom of the 3rd column).
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Apr 19, 2007
I need to create a waterfall structure to analyze a real estate problem. How do I do it?
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Feb 4, 2014
I have a data and did not know how to create a bridge charts.
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Oct 3, 2008
So here's the setup: A customer purchases a service which lasts 6-months. As such, revenue recognition for the company can only occur as the service is provided. So if a person orders a $600 service at the beginning of a month, revenue will be recognized at $100 for the next 6 months. I'm trying to create an Excel Waterfall chart which will show the monthly revenue recognition amounts for all orders depending on the date which they were ordered.
I've attached a sample of what I'm looking to do. It's become tricky for me because Revenue Recognition is pro-rated based on the date ordered (i.e. order on the 20th of a month so at the end of the month 1/3 of the month is recognized as revenue). I'm looking for something that will populate the percentage of the order amount, each month, that will be recognized. I've populated what row 3 should be, but there doesn't seem to be an easy way to apply a formula or something across all cells.
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Jan 9, 2007
I have a Excel Charts (waterfall graph) which has let us say 10 items in the rows. the first one represents the intial and the last one represents finish. If I want to delete one item in between the first and last, the finish item vanishes. For example I have the following series and I want to delete item G from it. The Finish item vanishes from the graph
Intial200
A100100
B7030
C9020
D5040
G4020
Finish30
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Jan 2, 2008
I am needing to reflect some of my work in a waterfall chart, but do not have that as an option in my list of charts. Is there a down load I can get?
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Apr 26, 2013
I am doing a project with these instructions:
The state, capital and population of all states with a population greater than 10 million or less than 1 million. (population)
The state, tree and bird of all states with a bird or tree that starts with Eastern or Western (symbols)
The state, population and area of all states with area between 100,000 and 200,000 (area)
I am having troubles with selecting just the three criteria (state, capital, and population) on my Population worksheet. Attached is my work. The copied filter keeps copying all of the data in the data set, and not those three.
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Aug 9, 2014
I am new to doing advanced stop with pivot tables. I know how to make one to do very basic things but I have since learned you can add your own calculated fields. I have a list of data that has a line of record for each different day of sales which each guest. There is a lot of information on the sheet but the columns that matter are as follows:
ColA= CustID
ColB= Trips(this field is the same value for each record of the same customer and represents the total number of trips the Cust has) on a side note this field can be removed if it would be easier to just do a count of custid as those are the same thing
ColC= Months(this field is the same value for each record of the same customer and represents the total number of different months the cust made a purchase)
ColD= AmountSpent
I can use a pivot table to show me the total amount spent by Cust real easy. But I would like to add in the two other fields Average per trip and average per month by cust. Is this something that can be done in a calculated field?
I use Excel 07. I know I can run formulas to get the answer I want however due to the shear volume of records being over a million(I know we should use access at this point but the company does not want to) the time it takes the formulas to calculate freezes my computer(need a serious upgrade).
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Mar 25, 2014
I am trying to send bulk emails from my excel 2010 - however I am getting a POP UP. find the screen shot in the enclosed word document So every time a new mail is sent from excel we need to press the button allow Is there a way where I can turn off this warning.
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Aug 15, 2008
I have an existing chart and I want to update the plot utilizing data that has been calculated and stored in 2 arrays X(N,1) and M(N,1) via my VBA macro. How do I do it?
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Jul 1, 2006
I am just reusing some code that works most of the time to reset the seriescollection of specific charts. Sometimes is will just error when I try to set the .values object to my range of values. It's strange because it will work for 10 seriescollections/identicle ranges on the same chart and then error out; and sometimes it will work perfectly.
I've checked:
The chart reference object
The range I'm setting
The code I've copied from
It's all correct. Here's a short sample.
ValRng = Range("AR7:CY7")
Set usechart = ActiveSheet.ChartObjects(1)
With usechart.Chart.SeriesCollection.NewSeries
.Name = "Prime 2000"
.Values = ValRng ' (also tried it this way) "=" & ActiveSheet.Name & "!" & Range("AR7:CY7").Address
End With
The series is created fine, and the name is set properly.
On my new sheet here it won't set ANY values, which is a real problem. If anyone knows what is going on, please let me know.
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Mar 26, 2014
I have a large number of files containing thousands of X and Y coordinates. I prepared a macro which loads these X and Y data from all the files into one workbook, and it writes the file names into each row. So, in the end I get a file with this formation:
X Y filename
x1 y1 filename_1
x2 y2 filename_1
x3 y3 filename_1
.
.
.
xi yi filename_2
.
.
xn yn filename_m
It would be great if I could make then an XY Chart which contains the information of "filename" column too. I didn't mean labling, because in the end I'll have hundred thousands of points, so if I added labels to each point it would be impossible to see anything. I would only set that if I move the mouse to any point of the chart, it would show not only the X and Y coordinates, but the related filename too.
Is it possible to set it so in excel?
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Dec 2, 2013
produce graphs/charts based on inequalities monitoring information - gender, nationality, age etc. I'm capturing info from several events, one sheet per event. Had a look at COUNTIF but not sure it's what I want and looks like I'd need sub-sheet for each? Capture.PNG
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Nov 22, 2011
I am working on a project at work. I need to track our VIP guests. I only have their arrival and departure date.
Is there a way to graph and track the days between so that I can have a total of all arriving and In-house VIP guests on all dates in the range?
Here's a sample of the data.
10/18/201110/19/2011HOERMAN/SCOTT10/17/201110/21/2011SMITH/JOHN M
10/10/201110/13/2011WARNER/AMY10/18/201110/19/2011GERONDALE/RON
10/11/201110/12/2011BUCHANAN/JEFFREY10/17/201110/18/2011HUND/LARRY
10/20/201110/23/2011HADDOCK/CHRISTOPHER10/9/201110/12/2011
BLOOMER/ROBERT10/20/201110/23/2011COLE/ELIZABETH10/7/201110/8/2011IWASA/KENNETH
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Sep 4, 2012
I have a line graph which plots the PERCENT_YIELD of units built (UNITS_PASSED / UNITS_BUILT) every week. I want to fill all future week cells with a formula so dragging the formula is not a manual operation every week (my overall goal is to automate a complex spreadsheet and charts as much as possible).
The formula is =IF(Q1080,Q109/Q108,)
Where Q108 is UNITS_BUILT
Where Q109 is UNITS_PASSED
My theory is if units were built (Q108 not equal to zero), plot the ratio. If no units were built (Q108 is zero) I do not want to plot any value on the chart.
The chart plots the correct values for the True conditions; however the chart plots a zero value for the False conditions. How do I not plot a zero for a false condition?
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Dec 5, 2012
I am having an issue with dynamic charting using named ranges in excel. I quite often create dynamic charts using IF and OFFSET formulas to check conditions in order to create charts of data based on user inputs.
The issue I am having is with linking multiple tables of data in a single named range. In order to make this spreadsheet easy to maintain I am trying to take 3 separate databases and link the spreadsheets through named ranges. The formula I have written is as follows:
=VLOOKUP(VALUE(LEFT(OFFSET(Processed!$B$1,1,0,COUNT(Processed!$C:$C),1),6)),Raw!$F:$O,10,FALSE)
For context this is;
=VLOOKUP(VALUE(LEFT(OFFSET("Serial number I am referencing",1,0,"Qty of rows containing data",1),6)),"Value I want to return from separate table",10,FALSE)
[The formatting of the serial number between the two sheets is slightly different but they share the first 6 digits (hence the wrapped VALUE and LEFT formulas).]
This formula is working perfectly except that it doesn't store the entire data table in a single cell, it only returns a single value. If I enter the formula into a cell and drag it down it returns all the information correctly, however if I create a named range using the formula and try to chart it only the first value returned is charted.
Any way to modify the formula to store the entire data array in the single cell value so it will chart when used as a named range?
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Mar 25, 2014
So I was looking for reassurance or validation more than anything. From what I can tell you can in order to build a chart that is dynamic throughout a range, you use the offset and count or counta function - 1. That part isn't a problem. My question is once you created that for your charts do you just normally plot your chart range or do you have to reference the named range directly into the chart range?
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Aug 31, 2007
I have a simple sheet to record and graph my bloodpressure . The list of values is as follows:
col A is always todays date
cols B and C user input - integer
col D is a constant value 120
col E is also a constant value 80
Currently I am manually charting the range A1:Exx each day after I have added a new line for my daily readings. Whilst this works fine, I'd like to automate the charting process as currently if I select a range full of blank cells then my chart displays loads of blank values.
So I could use a Button on the graph which works out how big my cell range is ie; A1:E66 and graphs it for me or alternatively a background macro that does the same after I have entered the C col entry for each day
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Nov 9, 2006
i would like to find out about:The different essential building elements for different chart types (like 3DBubble requires XValue, Value, Name and BubbleSize, for example, but what about clusteredColumn and the others?)How to address the building elementsThe optional building elements (changing background color and stuff)
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Mar 26, 2008
I have a workbook with Sheet1 and Sheet2. I’ve programmed information from to be calculated and results inserted into sheet2. A new result every Row. I plan to do a graph taking the X-axis and Y-axis values from Columns A and B respectively in Sheet2. What is the VBA code for dynamic updating of graph? Meaning, I want the graph (a curve) that will have points added to the curve, extending it, whenever a new row is added into sheet2 – Columns A (X-axis) and B (Y-axis). The rows are not defined. It can have 100 to 200 rows or more..
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Mar 5, 2012
I have created a macro in excel 2010 which enable the file to save (extract) data into separate location and name. The vba code for macro is as follows: Question: How can I save this workbook with reference to the value containing in cell B2? (it is named temporary now - as defined in the code)
Sub aaa()
'
' aaa Macro
'
[Code].....
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Jul 9, 2012
Recorded macro. The hope is to insert a excel formatted table a set number of times. I have found a loop code that references a Cell A1 and repeats that amount of times. So if A1= 10. There should be 10 tables inserted. However on the second time there is a fault with the table name. I need the name to change each time the loop is run. ie Table1, Table2, Table3 etc up until the loop stops (A1 contents).
I am using excel for windows 2010. The macro that i have so far is below.
Sub LoopTest()
Dim n
Dim V
Range("A1").Select
V = ActiveCell.Value
[Code] ........
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Nov 26, 2013
I need to create a simple Talk Time Chart displaying our call center's talk time in 30 min increments.
TimeATT
08:00:00:02:03
08:30:00:04:06
09:00:00:03:56
09:30:00:02:57
10:00:00:04:57
10:30:00:03:29
11:00:00:04:41
[Code] .....
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Feb 26, 2014
I have a spreadsheet with 4 columns. The first column is a Date/Time object and the next three columns represent the R, G, and B values of a color. The color values are 8-bit numbers(0-255). What I'd like to do is create an area or bar chart where the x-axis are the dates and the y-axis is the overall brightness of the color (a simple average of R,G,B would suffice). However, I'd ideally like the color of the bar to be displayed by the R, G, and B values from the cells. Is this possible? I've attached a dummy file for reference.
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