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I built a free Excel add-in that adds 12 dashboard visuals and tools, including a vertical waterfall chart

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Are you frustrated with the limitations of traditional Excel dashboards? Introducing Pine BI Lite, a free Excel add-in that enhances your reporting capabilities with 12 powerful visualizations, including a dynamic vertical waterfall chart. This intuitive tool simplifies Actual vs Target reporting and variance analysis, allowing you to create impactful dashboards directly from the ribbon. With built-in templates and easy customization, Pine BI Lite transforms your data into actionable insights. Dive in to discover how this innovation can elevate your Excel experience!

Vertical waterfall chart in Excel built with Pine BI Lite.

Hi everyone!

I’m excited to share something I’ve been working on over the past few months - an Excel add-in called Pine BI Lite. It’s a streamlined, free version of the full Pine BI add-in, and it’s designed to fill some of the gaps many of us run into when building dashboards in Excel, especially around Actual vs Target reporting, variance analysis, and KPI visuals.

Pine BI Lite includes 12 visualizations and tools, all available directly from the ribbon. You can create:

  • A dynamic Waterfall chart (horizontal and vertical) with dynamic colors, rolling totals, connector lines, and change labels
  • Donut Gauge charts for quick KPI overviews
  • Five Actual vs Target layouts, including a more advanced version with a target line and dynamic colors
  • A clean Variance chart with dynamic colors
  • Income vs Expense, Tornado, and Stack Totals for stacked columns

Each visualization is created through a simple UI, where you can select your data and customize the chart. All necessary calculations are then generated and added automatically.

Because Pine BI Lite is built entirely on native Excel features, every visualization is a standard Excel object - dynamic, editable, shareable with users who don’t have the add-in, and easy to copy into PowerPoint.

The download also includes four free dashboard templates built with Pine BI Lite visuals, so you can see how they work together in a real dashboard layout and use them as a starting point.

Pine BI Lite is completely free. If you want to try it out or see how it works, you can download here (email required): Link

I’d love to hear your feedback and hope you will find this useful!

submitted by /u/Pinexl
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