I have occasion to need step charts in Excel to plot planned revenue vs time on programs. I know this can be done using error bars, but they're fussy and I struggle setting them up.
The alternative is creating the steps manually with additional points, which is just an extra step of fiddling with data.
I wrote a UDF that converts a set of revenue points to a step chart for plotting. It returns a two-column list with payments aggregated by period. The periods need not be in order, though they are in the example below. An option allows return of cumulative revenue (columns K:L) or cumulative percent (O:P).
B C D J K L M N O P 2 WBS Amt 2,180,795 3 4 Per Milestone Weeks ACA Amt Weeks ACA *** Amt Weeks ACA *** Pct 5 0.Contract Award 0 192,147 0 192,147 0 8.8% 6 1.Milestone Name 2 124,255 2 192,147 2 8.8% 7 2.Milestone Name 4 10,705 2 316,402 2 14.5% 8 3.Milestone Name 4 382,639 4 316,402 4 14.5% 9 4.Milestone Name 8 298,212 4 709,746 4 32.5% 10 5.Milestone Name 12 38,087 8 709,746 8 32.5% 11 6.Milestone Name 14 4,232 8 1,007,958 8 46.2% 12 7.Milestone Name 14 298,212 12 1,007,958 12 46.2% 13 8.Milestone Name 14 177,213 12 1,046,045 12 48.0% 14 9.Milestone Name 18 273,361 14 1,046,045 14 48.0% 15 10.Milestone Name 18 7,137 14 1,525,702 14 70.0% 16 11.Milestone Name 22 74,919 18 1,525,702 18 70.0% 17 12.Milestone Name 30 74,919 18 1,806,200 18 82.8% 18 13.Milestone Name 38 74,919 22 1,806,200 22 82.8% 19 14.Milestone Name 46 74,919 22 1,881,119 22 86.3% 20 15.Milestone Name 52 74,919 30 1,881,119 30 86.3% 21 Total 2,180,795 30 1,956,038 30 89.7% 22 38 1,956,038 38 89.7% 23 38 2,030,957 38 93.1% 24 46 2,030,957 46 93.1% 25 46 2,105,876 46 96.6% 26 52 2,105,876 52 96.6% 27 52 2,180,795 52 100.0% 28 #N/A #N/A #N/A #N/A 29 #N/A #N/A #N/A #N/A
The function is array-entered into a range of cells tall enough to return all the points:
=StepCht(Periods, Amounts, [Scale])
I hope someone finds it useful.
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