How To Use Excel Waterfall Chart

It will give you three series.

How to use excel waterfall chart. Click insert insert waterfall or stock chart waterfall. Once the format data series pane appears to the right of your worksheet select the fill line icon. Select the fall series in the chart right click and select format data series from the list. A waterfall chart for this data will look like the chart will show the revenue generated in each month of the year. At this point you will see the first two but not the total.

Once you ve picked the color for the fall series complete the same steps for the rise series. Create helper columns for the original data. This is another way to create them in excel. If you have excel 2013 and earlier versions the excel does not support this waterfall chart feature for you to use directly in this case you should apply the below method step by step. Select b4 in the chart and enter this formula.

And boom your waterfall chart should now look like this. If you want to see how i created these in excel you can download the excel file for these waterfall charts here. If so well done. First you should rearrange the data range insert three columns between the original two columns give them header names as base down and up. Create the waterfall chart.

Considerations when using waterfall charts. To create the waterfall chart. Navigate to the insert tab and click the waterfall chart button it s the one with the bars going both above and below the horizontal axis and then the waterfall chart type. Select cells a1 f17 the heading cells and data but don t include the column with the net cash flow numbers. Create waterfall chart in excel 2013 and earlier versions.

Now we need to convert this stack chart to waterfall chart with the below steps. You can also use the all charts tab in recommended charts to create a waterfall chart. Hence its useful to label the bars directly in a waterfall chart. You can select the cells a3 b14 and click on chart type and select the waterfall chart. Now your excel waterfall chart should look like this.