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Advanced Excel Charts

Automated, Advanced Financial Charts

Create on-brand Marimekkos, waterfall charts and CAGR arrows for your financial reports in seconds, so you can focus on analysis instead.

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Built In Seconds

Create complex, on-brand CAGR arrows, stacked waterfall, Marimekko, and standard waterfall charts in Excel with only a few clicks.

Always On-Brand

Cut down on rework by creating charts that meet your brand guidelines and standards, without manual formatting.

Guaranteed Accuracy

Reduce the risk of human error by refreshing charts with a single click whenever assumptions change.

Permira logo. Branding for Permira, a private equity firm.
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UniCredit logo. Outlook Signature Manager for banking.
HSBC logo. UpSlide for Colliers report creation.
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Client-Ready, Branded Excel Charts, Without The Formatting Fuss.

Create complex financial analysis charts for pitchbooks, valuation analyses, and due diligence presentations.

Cash flow bridge chart in spreadsheet software, showing waterfall and stacked waterfall charts, plus CAGR arrow.

Create Impactful Charts Efficiently

Create advanced, accurate data visualizations for cash flow bridges, market share analyses, or variance reports instantly.

Use waterfall, stacked waterfall, and Marimekko chart automation to build advanced charts in seconds, or add CAGR arrows in one click.

Keep Your Charts Always On-Brand

Your Marimekko or waterfall charts are automatically populated in your company branding, with global formatting conventions embedded by default.

Eliminate fiddly, time-consuming formatting adjustments and ensure every chart in every presentation is consistent and on-brand.

Stacked waterfall chart and Marimekko chart comparing revenue, COGS, SG&A, software, services, and hardware.
Waterfall chart showing variance between Q2 2025 and current quarter. "Data updated on all linked charts.

Update Charts With One Click

When your underlying data changes, refresh all your charts instantly.

That means no manual rebuilding, no copy-pasting new charts into slides, and no chance of outdated charts slipping into your documents. With Excel to PowerPoint Link you can update embedded charts in PowerPoint, saving precious time for analysis.

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The time saved with UpSlide is immense, on average it’s in excess of six hours per report we create. Colliers creates and issues over 500 valuation reports nationally per quarter, so the value-add for our business is unbelievable.

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Jennifer Bailey,
Operations Manager
Colliers Valuation & Advisory Services

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UpSlide allows us to focus on the most important parts of our jobs. It runs seamlessly in the background and is intuitive to use.

The tool is so integrated into our processes now that you forget it’s even an add-in!

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Aakash Kotak, Associate
Campbell Lutyens

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UpSlide has enabled us to improve consistency, efficiency and quality across multiple levels within our firm.

We’ve had the tool for 8 years now and we’re still astounded by how much value our whole team continues to gain from it.

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Brian Murphy, President and MD
Meridian Capital

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Financial waterfall charts showing revenue, COGS, SG&A, and EBITDA growth.

Create Your Most Crucial Branded Excel Charts Instantly

Waterfall

Create finance report charts that show cumulative effects on cash flow, EBITDA, or debt figures.

Stacked Waterfall

Break down the impact of multiple drivers for more detailed financial analysis, including variance analysis.

Marimekko

Model two-dimensional data on market share, revenue, or portfolio composition for private equity portfolio charts or due diligence reports.

CAGR

Instantly add CAGR arrows to show the compound annual growth rate between the first and last points of the chart.

Charts are Only the Beginning

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Financial Modeling Tools

Build, audit, and prepare robust Excel models faster with tools designed for structure, accuracy, and scale.

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Excel and PowerPoint Formatting

Apply consistent, firm-approved formatting across Excel and PowerPoint with one click, eliminating manual cleanup and inconsistencies.

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Excel to PowerPoint & Word Link

Link Excel data to reports and update all figures in one click. Use the Excel Link Manager to filter and spot broken links easily.

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AI Consistency Check

Stress-test numbers and narrative with AI-powered review for complex finance deliverables. Right inside PowerPoint.

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Advanced Excel charts showing a cascading sequence of bars.

Gantt Charts

Turn complex timelines into polished, on-brand Gantt charts in minutes in PowerPoint. Save time, simplify updates, and always stay on brand.

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From Faster Production to Confident Delivery

Produce client-ready Excel charts in less time, with built-in consistency and easy data updates.
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FAQs

What Types of Advanced Excel Charts Can I Create with UpSlide?

Our advanced Excel chart tools enable you to create perfectly formatted stacked waterfall, Marimekko, bridge, and standard waterfall charts in Excel, as well as add CAGR arrows. Our clients often use UpSlide to create report charts or portfolio charts.

How Does UpSlide Differ From Other Excel Charting Tools?

UpSlide is designed for teams that need more than fast chart creation. While some Excel charting tools focus primarily on building charts quickly, UpSlide helps organizations ensure brand compliance, consistent slide quality, and content standardization across teams.

It’s particularly well suited to firms that need client-ready outputs at scale, with strong governance around branding, formatting, and reusable content – not just chart mechanics.

Where Can I Find Tutorials on Using UpSlide Excel Charts?

We provide dedicated, personalized onboarding sessions for your team, including dedicated change management to drive maximum ROI. You can also find 24/7 guidance on our Help & Support page.

Can I Customize the Charts to Match Our Firm’s Brand Guidelines?

Yes. During implementation, our consultants will set up your firm’s colors, fonts, and styles for your waterfall or Marimekko chart automations.

Who Typically Uses Excel Charts in UpSlide?

UpSlide Excel Charts is used by analysts and associates in financial advisory, private equity, and investment banking, particularly to build and update charts regularly for financial analysis and presentations.

Can UpSlide Help My Team Adopt Best Practices for Excel Charts?

Yes. By removing the need for manual chart creation, UpSlide makes it easy to create charts with clear labels, consistent formatting, and complete, accurate data. With this support, it’s easy for any analyst, at any level of experience, to create a client-ready chart.