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How to create PowerPoint waterfall chart in C#, VB.NET?

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This article explains how to create a waterfall chart in PowerPoint using Presentation.

 

What is a waterfall chart?

 

Waterfall chart helps to quickly understand the finances of business owners by viewing profit and loss statements. With a Waterfall chart, you can quickly illustrate the line items in your financial data and get a clear picture of how each item is impacting your bottom line.

 

Create WaterFall Chart in Excel

             Waterfall chart created using Presentation

To create a waterfall chart in PowerPoint using Presentation, you need to do the following steps.

 

Steps to create waterfall chart

 

  1. Initialize chart

 

Create a chart object by calling the slide.Charts.Add method and specify the chart type to OfficeChartType.WaterFall enum value.

 

            //Create the chart
            IPresentationChart chart = slide.Charts.AddChart(50, 50, 500, 400);
 
            //Set chart type to WaterFall
            chart.ChartType = OfficeChartType.WaterFall;

 

  1. Assign data

 

Set a range of data to chart’s DataRange property. To plot the series values in column and categories in row, set chart’s IsSeriesInRows property to false.

 

            //Set region of Chart data
            chart.DataRange = chart.ChartData[1,1,8,2];
 
            //Set chart series in column for assigned data region
            chart.IsSeriesInRows = false;

 

  1. Apply basic chart elements

 

Add the basic elements like chart title, data labels and legend with the below list of properties.

 

  • ChartTitle of chart object.
  • Set DataLabels via DefaultDataPoint.
  • Set TRUE to chart’s HasLegend property, to show the legend.

 

              //Apply chart elements
              //Set Chart Title
              chart.ChartTitle = "Waterfall Chart";
 
              //Set Legend
              chart.HasLegend = true;
              
              //Set Datalabels
              IOfficeChartSerie serie = chart.Series[0];
              series.DataPoints[3].SetAsTotal = true;
              series.DataPoints[6].SetAsTotal = true;
 
              //Showing the connector lines between data points
              series.SerieFormat.ShowConnectorLines = true;
 
              //Set the chart title
              chart.ChartTitle = "Company Profit (in USD)";
 
              //Formatting data label and legend option
              chart.Series[0].DataPoints.DefaultDataPoint.DataLabels.IsValue = true;
              chart.Series[0].DataPoints.DefaultDataPoint.DataLabels.Size = 8;
              chart.Legend.Position = OfficeLegendPosition.Right;                                                                                       

 

Applicable properties of waterfall chart

 

Below is the list of other properties that is applicable for a waterfall chart.

 

1.  GapWidth

2.  ShowConnectorLines

3.  SetAsTotal

 

NOTES:

1)Applying other properties unrelated to this chart might throw exception or the changes will not be reflected in the output document because those properties are not related to waterfall chart.

2)As waterfall chart is introduced in MS PowerPoint 2016, it can’t be viewed in MS PowerPoint 2013 and its earlier versions.

 

Download Complete Sample

 

To know more about creating charts with various settings using Presentation, please refer the documentation.

 

The following C#/ VB.NET complete code snippet shows the creation of waterfall chart using Presentation.

 

C#

 

using Syncfusion.Presentation;
using Syncfusion.OfficeChart;
 
namespace ChartSample
{
    class Program
    {
        static void Main(string[] args)
        {
            using (IPresentation pptxDoc = Presentation.Create())
            {
                ISlide slide1 = pptxDoc.Slides.Add(SlideLayoutType.Blank);
 
                //Initialize chart
                IPresentationChart chart = slide1.Charts.AddChart(100, 10, 700, 500);
                chart.ChartType = OfficeChartType.WaterFall;
 
                //Assign data
                chart.DataRange = chart.ChartData[1,1,8,2];
                chart.IsSeriesInRows = false;
 
                //Set data
                chart.ChartData.SetValue(2, 1, "Start");
                chart.ChartData.SetValue(2, 2, 120000);
                chart.ChartData.SetValue(3, 1, "Product Revenue");
                chart.ChartData.SetValue(3, 2, 570000);
                chart.ChartData.SetValue(4, 1, "Service Revenue");
                chart.ChartData.SetValue(4, 2, 230000);
                chart.ChartData.SetValue(5, 1, "Positive Balance");
                chart.ChartData.SetValue(5, 2, 920000);
                chart.ChartData.SetValue(6, 1, "Fixed Costs");
                chart.ChartData.SetValue(6, 2, -345000);
                chart.ChartData.SetValue(7, 1, "Variable Costs");
                chart.ChartData.SetValue(7, 2, -230000);
                chart.ChartData.SetValue(8, 1, "Total");
                chart.ChartData.SetValue(8, 2, 345000);  
              
                //Apply chart elements
                //Set Chart Title
                chart.ChartTitle = "WaterFall Chart";
 
                //Set Datalabels
                IOfficeChartSerie serie1 = chart.Series[0];
                series.DataPoints[3].SetAsTotal = true;
                series.DataPoints[6].SetAsTotal = true;
 
                //Showing the connector lines between data points
                series.SerieFormat.ShowConnectorLines = true;
 
                //Set the chart title
                chart.ChartTitle = "Company Profit (in USD)";
 
                //Formatting data label and legend option
                chart.Series[0].DataPoints.DefaultDataPoint.DataLabels.IsValue = true;
                chart.Series[0].DataPoints.DefaultDataPoint.DataLabels.Size = 8;
                chart.Legend.Position = OfficeLegendPosition.Right;
 
                //Saving and closing the Presentation
                pptxDoc.Save("WaterFallChart.pptx");
                pptxDoc.Close();
            }
        }
    }
}
 

 

VB

Imports Syncfusion.Presentation
Imports Syncfusion.OfficeChart
 
Namespace ChartSample
 
    Class Program
 
        Public Shared Sub Main(ByVal args As String())
            'Creates a PowerPoint instance
            Dim pptxDoc As IPresentation = Presentation.Create()            
            Dim slide1 As ISlide = pptxDoc.Slides.Add(SlideLayoutType.Blank)
 
            'Initialize chart
            Dim chart As IPresentationChart = slide1.Charts.AddChart(50, 50, 500, 400)
            chart.ChartType = OfficeChartType.WaterFall
 
            'Assign data
            chart.DataRange = chart.ChartData[1, 1, 8, 2]
            chart.IsSeriesInRows = False
 
            'Set data
            chart.ChartData.SetValue(2, 1, "Start")
            chart.ChartData.SetValue(2, 2, 120000)
            chart.ChartData.SetValue(3, 1, "Product Revenue")
            chart.ChartData.SetValue(3, 2, 570000)
            chart.ChartData.SetValue(4, 1, "Service Revenue")
            chart.ChartData.SetValue(4, 2, 230000)
            chart.ChartData.SetValue(5, 1, "Positive Balance")
            chart.ChartData.SetValue(5, 2, 920000)
            chart.ChartData.SetValue(6, 1, "Fixed Costs")
            chart.ChartData.SetValue(6, 2, -345000)
            chart.ChartData.SetValue(7, 1, "Variable Costs")
            chart.ChartData.SetValue(7, 2, -230000)
            chart.ChartData.SetValue(8, 1, "Total")
            chart.ChartData.SetValue(8, 2, 345000);
 
            'Apply chart elements
            'Set Chart Title
            chart.ChartTitle = "Waterfall Chart"
 
            'Set Datalabels
            Dim serie1 As IOfficeChartSerie = chart.Series(0)
            series.DataPoints[3].SetAsTotal = True
            series.DataPoints[6].SetAsTotal = True
 
            'Showing the connector lines between data points
            series.SerieFormat.ShowConnectorLines = True
 
            'Set the chart title
            chart.ChartTitle = "Company Profit (in USD)"
 
            'Formatting data label and legend option
            chart.Series[0].DataPoints.DefaultDataPoint.DataLabels.IsValue = True
            chart.Series[0].DataPoints.DefaultDataPoint.DataLabels.Size = 8
            chart.Legend.Position = OfficeLegendPosition.Right
 
            'Saving and closing the workbook
            pptxDoc.Save("WaterFallChart.pptx")
            pptxDoc.Close()
        End Sub
    End Class
End Namespace
 

 

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