In Waterfall Charts, Fancy Waterfall Chart, and Waterfall Chart that Crosses the X Axis, I have described techniques for constructing waterfall charts in Excel. I have also written a Waterfall Chart utility that allows the user to construct waterfall charts charts directly from the data. The utility inserts a new worksheet, adds a table with the appropriate data and the necessary formulas, and then creates and formats a waterfall chart from this table. The utility is designed to work in Excel versions 2000, 2002, 2003, and 2007. The utility has not been tested in any Macintosh version or in Excel 97, it may or may not work on these versions.

Features of the PTS Waterfall Chart Utility are shown below.

• Integrated into Microsoft Excel spreadsheet software as a standard add-in.
• Create complex charts in a few simple steps using an intuitive wizard.
• The utility adds a button to the Excel menu or Ribbon.
• Works in Excel versions 2000, 2002, 2003, and 2007 (Windows versions only).
• Customize the finished chart with your own colors, fonts, and other formatting.
• Add data labels above plotted bars.
• Sort categories by value or label.

The Waterfall Chart dialog is shown below:

Purchase the Professional Utility
The utility can be purchased from the PTS Excel Waterfall Chart Utility page.

Installation and Use of the PTS Waterfall Chart Utility
Instructions for installing and using the utility are found in the PTS Waterfall Chart Utility Documentation page.

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• PTS Charts in Excel 2010
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