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How to create waterfall chart in Excel?

The waterfall chart is usually made for clearly viewing and understanding how a start value is affected by a series of intermediate positive or negative values and get the finally value, which is very useful. It can be used for the cash flow, the inventory audit and so on. Now, I talk about the steps on creating a waterfall chart in Excel.

Create and make a waterfall chart in Excel

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arrow blue right bubble Create and make a waterfall chart in Excel

For instance, here we make a waterfall chart about the cash flow during a year.

1. To create a waterfall chart, firstly, you need to arrange and type your data as below screenshot:

Tip: Base 1000 is a calculated amount for a series, you can change it as you need.

2. In the following cells, type these formula:

A2: =" "

F3: =G3, press Enter;

B4: =SUM(B3,E3:F3,-D4), press Enter, then drag the fill handle to fill the range B4:B15 (you can change the range as you need).

D4: =-MIN(G4,0), press Enter, then drag the fill handle to fill the range D4:D15 (you can change the range as you need).

E4: =MAX(G4,0), press Enter, then drag the fill handle to fill the range B4:B15 (you can change the range as you need).

C16: =SUM(B15,E15:F15,-D16).

Then you can see the data has been set as below:

3. Select the range A1: F17 (except the Flow column in my case), and click Insert > Column Chart > Stacked Column. See screenshot:

4. Click the Base column (the dark blue bricks) in the chart, and click Format > Shape Fill > No Fill. See screenshot:

5. Select the Start column in the chart, and click Format > Shape Fill, and select the same color as the color of the End column in the chart. See screenshot:

6. Select a column and click Format > Format Selection to open the Format Data Series dialog. See screenshot:

7. In the Format Data Series dialog, adjust the Gap Width axle to meet your need and click Close to close the dialog. See screenshot:

Tip: If you are using Microsoft Excel 2013, a Format Data Series pane will come out at right side after clicking the Format > Format Selection. You can adjust the gap width in this pane. See screenshot:

Then you can see the waterfall chart has been made as below:

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    John · 3 years ago
    This is the best teching of waterfall chart I ever come across... thanks a lot and keep up the good work.