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How to create waterfall chart in Excel?

Author: Sun Last Modified: 2022-01-05

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

Clicks to create a horizontal waterfall chart with a handy tool

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:

Attention: 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:

arrow blue right bubble Clicks to create a horizontal waterfall chart with a handy tool

If you want to quickly and easily to create a waterfall chart without formulas, you can try Kutools for Excel’s Horizontal Waterfall Chart feature, which create a horizontal waterfall chart only needs several clicks.

In Kutools for Excel’s Charts group, it provides dozens of smart and beautiful chart templates for you, all of them only need clicks to create in seconds.

Kutools for Excel is a handy and useful add-in which includes more than 300 features helps you work more efficiently, click get 30-day free trial.

Make your data as below screenshot shown:
doc horizontal waterfall chart 1

1. Select the data, click Kutools > Charts > Difference Comparison > Horizontal Waterfall Chart.
doc horizontal waterfall chart 1

2. In the Horizontal Waterfall Chart dialog, check Chart option in the Chart Type section, and in the Select Data section, the data ranges have been auto filled in the Axis Labels and Data range textboxes. Checking all settings are right, click OK.
doc horizontal waterfall chart 1

Then the horizontal waterfall chart will be created.
doc horizontal waterfall chart 1

If you want to quickly export images or shapes from workbook to a folder, please try to use the Kutools for Excel’s Export Graphics as shown in the following screenshot. It’s full function without limitation in 30 days, please download and have a free trial now.

doc export graphics

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This comment was minimized by the moderator on the site
This is the best teching of waterfall chart I ever come across... thanks a lot and keep up the good work.
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