How To Use Excel Waterfall Chart

Create helper columns for the original data.

How to use excel 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. How to create a waterfall chart in excel 2016. Select cells a1 f17 the heading cells and data but don t include the column with the net cash flow numbers. 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. Bars with no zero base are hard to interpret.

Select the fall series in the chart right click and select format data series from the list. To create the waterfall chart. At this point you will see the first two but not the total. Now for example you want to visualize the data on a waterfall chart. Create waterfall chart in excel 2013 and earlier versions.

Considerations when using waterfall charts. You can select the cells a3 b14 and click on chart type and select the waterfall chart. On the excel ribbon click the insert tab and click column chart then click stacked column. Create the waterfall chart. Use the fill tool to drag the formula down to the bottom of the column again.

To use the new excel 2016 waterfall chart highlight the data area including the empty cell right above the categories and insert waterfall chart. You will get the chart as below. You can also use the all charts tab in recommended charts to create a waterfall chart. Once the format data series pane appears to the right of your worksheet select the fill line icon. It will give you three series.

Increase decrease and total. This is another way to create them in excel. A waterfall chart for this data will look like the chart will show the revenue generated in each month of the year. Now we need to convert this stack chart to waterfall chart with the below steps. Hence its useful to label the bars directly in a waterfall chart.