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Step Charts

  1. #1
    Forum Expert shg's Avatar
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    Step Charts

    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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    Last edited by shg; 08-20-2018 at 10:17 AM.
    Entia non sunt multiplicanda sine necessitate

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