How To Use Excel Waterfall Chart

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.

How to use excel waterfall chart. Create waterfall chart in excel 2013 and earlier versions. You will get the chart as below. A waterfall chart for this data will look like the chart will show the revenue generated in each month of the year. Click on the color dropdown to select a color. Once you ve picked the color for the fall series complete the same steps for the rise series.

Bars with no zero base are hard to interpret. 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. Considerations when using waterfall charts. First you should rearrange the data range insert three columns between the original two columns give them header names as base down and up. Use the design and format tabs to customize the look of your chart.

At this point you will see the first two but not the total. Select b4 in the chart and enter this formula. To use the new excel 2016 waterfall chart highlight the data area including the empty cell right above the categories and insert waterfall chart. It will give you three series. Click insert insert waterfall or stock chart waterfall.

And boom your waterfall chart should now look like this. Create helper columns for the original data. On the excel ribbon click the insert tab and click column chart then click stacked column. Create the waterfall chart. Select cells a1 f17 the heading cells and data but don t include the column with the net cash flow numbers.

If you want to see how i created these in excel you can download the excel file for these waterfall charts here. You can also use the all charts tab in recommended charts to create a waterfall chart. To create the waterfall chart. Now your excel waterfall chart should look like this. Once the format data series pane appears to the right of your worksheet select the fill line icon.