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#Create an excel waterfall chart how to#
#Create an excel waterfall chart series#

To explain the creation of Waterfall Charts in Excel, let us consider the hypothetical case of a business with an initial Cash of $5,000 at the beginning of the year and net monthly cash flows values for the next 12 months. Great, it is not? The chart is compatible with Excel 2013 and newer versions.ĭownload the practice file.Waterfall charts were popularized by consulting firm McKinsey & Company which used them during their presentations to the clients. The add-in will calculate the subtotals, and you will get the result asap. Next, select the Waterfall Chart icon, choose your style (horizontal or vertical), and click the icon. Select the range, then click on the UDT Tab.

#Create an excel waterfall chart how to#

How to insert a complex waterfall chart quickly without manual data entry? First, let’s see another example that uses multiple subtotals that we want to calculate using Excel. You can build your bridge chart in seconds. UDT fully supports the horizontal and vertical waterfall chart. If you have special requirements, use our advanced chart add-in. The last step is to apply blue for the start and end bars, green for the positive bars, and red for the negative bars.

#Create an excel waterfall chart series#

Then, under the ‘ Series Options’, apply ‘ No line’. Then, under the ‘ Series Options,’ add 100% to the gap width.įinally, hide the line series. To get the bars closer, decrease the gap between the data points. Next, select the “Chart Design” Tab and add new chart elements, Up / Down Bars. We need to apply a little trick to create “bars” from the line chart. #4 – Add Up / Down Bars to Waterfall Chart Do not forget to leave the ‘ Secondary Axis’ checkbox unchecked. Next, we will use the combination chart to create the waterfall chart.

Right-click on the Chart and choose ‘ Change Chart Type.’ Use line charts for the Before and After series. Now we have three stacked column series, but we need columns only for the Start / End values, so change the chart type. The result looks like the picture below: #3 – Change Chart Type and create a combo chart Next, locate the Insert Tab on the ribbon and insert a stacked column chart. Press the Control key, hold down and select four columns like in the picture below.

After series: =D4 and copy the formula down.

Before series: =D3 and copy the formula down.

Start value (E3) = D3, End Value (E16) = D15.

In cell D3, apply the =SUM($C$3:C3) formula.

#1 – Create a helper tableįirst, create a helper table and insert the following columns: ‘ Cumulative,’ ‘ Start/End,’ ‘ Before,’ and ‘ After.’ After that, use the following formulas to calculate the values: No problem with that use the following step-by-step tutorial and build a chart. Sometimes you need to insert a waterfall chart but have an outdated Excel version. There is much room for improvement! How to create a Waterfall chart in Excel 2010 or Excel 2013?

Select the bar that you want to convert to a subtotal.

Steps to create Subtotals for the Waterfall chart: To change the inserted bar to subtotal, you can apply the ‘ Set as Total’ function. Insert a new row and calculate the subtotal using the =SUM(F3:F8) formula. What are subtotals? Subtotals are visual checkpoints (milestones) in the chart and make the graph easily readable.

In the example, you want to add a calculated field to summarize the data between January and June. To improve the chart, you have to apply additional customizations. Furthermore, subtotals are missing by default. For example, you can not use calculated fields.

The default chart is a very basic implementation. Your waterfall chart is ready, but take a closer look at the details.

Under the Charts Group, choose the Waterfall Chart icon to insert a new chart.

Select the range that contains two columns (labels and values).

How to create a waterfall chart in Excel 2016, Excel 2019, or Microsoft 365?

Build a Waterfall Chart using an Excel Add-in.

How to create a waterfall chart in Excel 2010 or Excel 2013?.

How to create a waterfall chart in Excel 2016, Excel 2019, or Microsoft 365?.

This tutorial is a part of our chart templates series. This chart type is popular when you want to create P&L reports or dashboards. You can use color-coded stacked column charts to recognize positive and negative values. In Excel 2016 and above, the waterfall chart is ready to use when your Office package is installed. In this case, you must invest more time in creating the chart. Excel waterfall chart (bridge chart) shows how a start value is raised and reduced, leading to a final result.īefore diving into the details, we want to clarify that Excel 2013 does not support the waterfall chart by default (as a built-in chart type).