Creating a Waterfall chart

Excel
The waterfall chart is normally used for understanding how an initial value is affected by a series of intermediate positive or negative values. Usually the initial and the final values are represented by whole columns, while the intermediate values are denoted by floating columns.

To create a simple waterfall chart, do the following:

1.   Add three columns with "Y empty" data, "Y plus" data and "Y minus" data (you can add a column for empty data and a new column with independent data for every unique color in you waterfall chart), where:

C: = IF (B5 > B4, B4, B5), D: = IF (B5 > B4, B5 - B4, 0), and E: = IF (B5 > B4, 0, B4 - B5)

2.   Add rows with empty "Y" data, if necessary (in this example 5, 7, 8, 11, 13, 14 and 16) and then add two columns for continuous line (see in step 7).

3.   Select the data range (in this example C4:E17).

4.   On the Insert tab, in the Charts group, choose the Column button:

Choose Stacked Column. Remove the legend.

5.   Right-click in the any of first series column and choose Format Data Series...:

6.   In the Format Data Series dialog box, on the Fill tab, select No fill option and then click OK:

You can then make any other adjustments to get the look you desire.

7.   To add the continuous line, do the following:

1. Right-click in the chart area and choose Select Data... in the popup menu:
2. In the Select Data Source dialog box, click the Add button:
3. In the Edit Series dialog box, choose the line points (in this example G4:G17):
4. Right-click in the chart area and choose Change Series Chart Type... in the popup menu:
5. In the Change Series Chart Type dialog box, choose Scatter with Straight Lines.
6. Edit data source for add "X" points (repeat steps 1-3, only in step 2 click the Edit button):
7. Format this line.

Please, disable AdBlock and reload the page to continue

Today, 30% of our visitors use Ad-Block to block ads.We understand your pain with ads, but without ads, we won't be able to provide you with free content soon. If you need our content for work or study, please support our efforts and disable AdBlock for our site. As you will see, we have a lot of helpful information to share.

We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information you’ve provided to them or they’ve collected from your use of their services.

Learn more