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Timeline Chart

Garden City Consultants

1.0 (1)

A visualization tool that can be used to show the course/classes schedule, portfolio holding period

Description:

Time-line Chart Excel Add-in is a visualization tool that can be used to show the course/class schedule; Securities holding period in a portfolio, etc.

The data has 4 columns:

  • The first column is the row label/categories in the chart.

  • The second column is a string column. It is the timeline legends/series in the chart.

  • The 3rd and 4th columns are the date time columns with the period start and end.

Two sample data in the add-in help user to understand the data structures.

  • Class Schedule Timeline sample data: It shows the classrooms and course schedule.

  • Portfolio Holdings Timeline sample: It shows an example of the securities holding period in a portfolio.

Features:

  • Easy to use and user friendly. Sample data can be the template to build your own data.

  • Change the title by clicking the title area and enter the text as needed.

  • Mouse over the bubbles to view the duration detail in the tool-tips.

  • Interactive Chart: the chart is binding to the data table in the sheet. The chart is updating when the data is entered.

Instruction:

  • Download this add in and start Excel 2013 SP1 or later.

  • Select a sample data type in the sample data drop-down in the setting window and Click Insert Sample Data button to view the chart.

  • Clean the sample data and set the focus to the first cell.

  • Select a different sample data in the setting window and view the chart.

  • Repeat step 2, 3, 4 to view all the 4 different sample data.

  • Build own data and paste into sample data table and click binding existing data button to draw the chart.

Version 1.0.0.1 Release Notes:

  • Requested by the user to add the detail date in the tool-tip. However, this only works for the timeline cross multiple days. For the time only chart, please uncheck the "Show Detail Date in tool-tip" check-box.

  • Update the setting window layout.

Version 1.0.0.2 Release Notes:

  • Add resizing function (dragging the add-in window) and remove height setting.

  • Standardize the UI of setting window.
Add-in capabilities
When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet
  • https://store-images.s-microsoft.com/image/apps.63543.a47bcca2-690c-46fe-aa53-ade82c57e9ee.95806b0c-078a-485a-9619-aac1b3690f3a.ca1034a8-8349-4aae-a81b-d5426a58cebd.png
    https://store-images.s-microsoft.com/image/apps.63543.a47bcca2-690c-46fe-aa53-ade82c57e9ee.95806b0c-078a-485a-9619-aac1b3690f3a.ca1034a8-8349-4aae-a81b-d5426a58cebd.png
    https://store-images.s-microsoft.com/image/apps.54135.a47bcca2-690c-46fe-aa53-ade82c57e9ee.95806b0c-078a-485a-9619-aac1b3690f3a.2b21fd43-5c8f-4d85-8a64-363abee1e13e.png
    https://store-images.s-microsoft.com/image/apps.55241.a47bcca2-690c-46fe-aa53-ade82c57e9ee.95806b0c-078a-485a-9619-aac1b3690f3a.9c64c3e6-57c1-4c74-a1f9-ab00db9b8b0b.png