Waterfall Utility - Last Time I’ll Bug You
by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2008. All rights reserved.

Nearly a month ago I announced my first commercial utility, the PTS Waterfall Chart Utility. Last week I announced a Waterfall Utility Update with a couple fixes and enhancements.
If you want to download a trial version, or purchase the professional version, go to PTS Waterfall Chart Utility. To review the documentation, go to PTS Waterfall Chart Utility Documentation.
I don’t mean to sound like Dan Aykroyd hawking the Bass-O-Matic on SNL, but I want to say one more time that the introductory price of $25 US for this utility is good only until midnight on Tuesday, 30 September, 2008. I certainly don’t mind if you wait and pay the full price of $40 US, but I’m being a nice vendor and giving you a chance to get the utility on the cheap.
I won’t make any more obnoxious sales pitches for this utility, though I will post about any future enhancements, and about upcoming utilities that I’m working on. These include a Box and Whisker Chart utility; a Chart User Interface Replacement for all versions of Excel, especially the frustrating Excel 2007; a Panel Chart utility; and more.
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Posted: Monday, September 29th, 2008 under Utilities.
Comments: 8
Comments
I welcome comments from my readers. If you have an opinion on this post, if you have a question or if there is anything to add, I want to hear from you. Whether you agree or disagree, please join the discussion.
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Comment from Rick Williams
Time: Tuesday, September 30, 2008, 8:08 pm
(sorry if this posts twice - are comments screened?)
A Chart User Interface Replacement? Sounds like a great (and of course highly ambitious) idea. I thought of this just yesterday when I had a look at the Office Labs Chart Advisor (). Aside from the main purpose of the utility (advising on the type of chart to use) there are a few aspects of the UI that I like much more than the 2007 Chart UI (although that’s not really very hard to accomplish, is it?). The utility provides check boxes to select series to include in the chart, and allows filters to be built within the chart utility, as well as providing a lot of the functionality up front, and including a preview of the chart.
Of course a utility of the nature you’re suggesting would have to include much more functionality… but it sounds very exciting:
If starting from scratch, what interface would you want for Charting?
Comment from Jon Peltier
Time: Tuesday, September 30, 2008, 8:25 pm
Rick -
Posts are held for moderation. I may dispense with that soon, since the spam filter I use is proving to be outstanding. But holding the comments ensures that I read them all in a timely fashion.
Funny how some of the things in the chart advisor (which I’ve given a rudimentary run-through) are missing in 2007 but were present in 2003 and earlier.
I think throwing away the chart wizard was a mistake, though I’m not sure I’d try to reconstruct it. If I did it would include many fewer chart types. I’d make a custom ribbon tab (2007) or command bar (2003) with the things I find most useful on it. It would work the way the middle chart tab in 2007 should work. I’d have a Format Series dialog which is much lighter than the one in 2007 (come on, six tabs to format a line and markers??), but includes things which 2003 never had. The most time consuming piece will be tracking changes so I can revive the lost F4 functionality.
Comment from Rick Williams
Time: Wednesday, October 1, 2008, 12:11 am
Ah, yes, having so many tabs on those dialogues is frustrating!
Another thing that I find very frustrating is how (for all graphic objects, not just charts) the text formatting is located on the home tab, while all the other object specific formatting is on the ‘context’ tabs (e.g. for axis formatting).
So, it’s not just a case of flicking between 3 chart tabs, but the home tab too.
And reinstating the F4 functionality would be godsend:
[F4 rant]
the other day I wanted to set ten of twelve series to have the same markers. That meant navigating those god-awful tabs too many times! Did you know that with the current F4 functionality I can’t even use it to change a series marker type from ‘Automatic’ to, say, triangle because it’s actually two steps (Automatic->Built-in, then select type)! It was immensly frustrating to have to run through my series hitting F4 for each format item (fill style, fore/backcolour, marker built-in, marker type, marker size, marker line style…)
[/F4 rant]
Also I was surprised and shocked to see that I couldn’t just use Format Painter… it would have been easy then.
Comment from Jon Peltier
Time: Wednesday, October 1, 2008, 6:42 am
Part of the philosophy of the UI of Office 2003 and previous versions was that controls would be put wherever it was convenient for the user, even if this meant duplication of controls.
In 2007 the philosophy changed so that now controls are put in only one place, to keep from adding clutter.
IMO the reuse of UI elements is not clutter, it is usability.
I think the change in philosophy was top down, coming from the architecture astronauts who designed the ribbon.
By the way, Rick, that reminds me. I want to include a feature that copies and pastes formatting from one series to another. How hard could it be? :)
Comment from derek
Time: Sunday, October 5, 2008, 2:48 pm
I love the astronaut rant from Joel Spolsky!
What I’d like to see from a New Chart “Wizard” is something that makes the users come away a bit smarter about charts than they were: some reference to S S Stevens’s scheme when choosing axes. A tree that asks you if you want a circular chart form and suggests why you might, then eliminates that whole tree of options if you say no, and sticks to the cartesian forms from there on in the dialogue. An understanding that orientation (horizontal vs. vertical) is one of the last steps in the choosing process, not the first (a bar graph is not a fundamentally different form from a column graph, they’re the same thing seen sideways). Perhaps a way of arranging a vertical line graph for dot plots in the “wizard”, even though such a form is actually unavailable in Excel itself (though it shouldn’t be).
An alternative to asking about polar plots first would be to ask for them last, at the same time as horiontal/vertical. It can be argued that polar is just another orientation of a bar, line, or area chart. Basically Excel’s entire scheme is a bad legacy of the way it was originally designed to be the unambitious clone of Lotus’s graphs. 2007’s ballyhooed “reboot” was an opportunity to bring something genuinely better, an opportunity that was scandalously botched in favour of a lazy layer of junk.
Comment from Jon Peltier
Time: Sunday, October 5, 2008, 8:04 pm
Derek -
The chart wizard in my mind wouldn’t even allow many chart types. I hadn’t gotten into the kind of selection tree you’ve described, but perhaps I should. The MS Labs’ Chart Advisor does a better job of this than the Excel 2003 wizard, and the 2007 ribbon UI. Hard to believe they retired the old wizard without introducing something new; instead there are a few controls on the ribbon, but it’s even harder to make chart adjustments because the wizard doesn’t cover them, and there’s no longer a Chart Options dialog.
I don’t care for polar plots as an alternative to line charts. In a line chart, the area under the chart increases linear with the value, while the area inside a polygon on the radar chart increases with the square of the value. This exaggerates the larger values at the expense of smaller values. Another consequence is that the resolution of values close to the center of the chart is poor. I touched on this in Spider Chart Alternatives.
Comment from derek
Time: Monday, October 6, 2008, 4:00 pm
Speaking of orientation, dialogues, and the atefall utility, I tried it on my machine now that I have almost dragged myself to the threshhold of the 21st century and installed XL2000 (woo! cutting edge there derek :-)
I tried changing the reulting chart type from vertical to horizontal and it broke the little leader lines. It was no trouble fixing them, but I wonder if it might be desirable to write some code that asks whether the user will want a waterfall that goes up and down, or one that goes left and right, and lay out the data table accordingly.
Comment from Jon Peltier
Time: Tuesday, October 7, 2008, 7:23 am
Derek -
So far this is the second biggest request among users of the professional version. After I make progress on a couple other utilities, I will come back to the waterfall charter with this feature and the biggest request, enabling custom formatted charts.










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