![]() ![]() Similar to the other method, when using a new version of Excel, you start with a data table. If you're using a version of Excel from 2016 or newer, follow these steps for making a waterfall chart: 1. How to make a waterfall chart in newer versions of ExcelĮxcel 2016 introduced a new and often easier method for creating waterfall charts. Here are a few other ways you can experiment with customization: To do this, select whichever one you want to change, navigate to the "Home" tab at the top of the window, select the bucket fill icon and choose the new color. For example, you might prefer the "Fall" numbers to show in red and the "Rise" numbers to show in green. There are several ways you can customize the waterfall chart once you've it set up. In the new window, click on the first icon of "Fill and Line" options and select "No fill" and "No line." This hides the "Base" numbers and turns the stacked bar chart into a waterfall chart. Click on any "Base" part of the chart to select the whole series, right-click and choose "Format Data Series" at the bottom of the list that appears. To turn this stacked bar chart into a waterfall chart, you hide the colors that represent the "Base" column. Select the middle column under "2-D Columns," which should bring up the name "Stacked Column" if you hover your mouse over it.Ī chart should appear on your spreadsheet representing your data table. In the selection of chart icons next to the "Recommended Charts" button, click on the button in the upper left corner. Navigate to the "Insert" tab at the top of the window. Select the "Base," "Fall" and "Rise" columns of the data table. Here are the steps for creating that chart: Since versions of Excel before 2016 don't have a waterfall chart function, making one involves first creating a stacked bar chart. Related: How To Use the Excel If-Then Function in 3 Steps (With Examples) 3. Here are equations you can use for each column, using the cells in the sample data table:įall: Starting in cell F2, enter the equation "=IF(B20,E4,0)"īase: Starting cell C3, enter the equation "=C3+G3-F4" It's a good idea to fill in "Fall" and "Rise" first, since "Base" references those columns in its formula. Once you insert a formula into the first cell of each column, you can copy and paste it through the rest of the column to automatically change the cell numbers and fill in the information. To complete the "Base," "Fall" and "Rise" columns, it may be easiest to use formulas. The columns for "Base," "Fall" and "Rise" get their values from equations detailed in the next step: Here's an example of a data table for this method. These are the columns you want to include in your table:Ĭhanges**:** Amount gained or loss during that period There are a few different ways to set up this data table, but most methods involve the same basic steps and information. ![]() Identify the data you want to represent in your waterfall chart and create a data table with those values. If you use a version of Excel that's older than 2016, follow these steps to help you make a waterfall chart: 1. Learning how to make this chart may depend on what version of Excel you use. Related: How To Improve Social Media Engagement in 9 Steps How to make a waterfall chart in earlier versions of Excel They're a great option for tracking many kinds of information, including: Waterfall charts are versatile in applicability and user experience level. In Excel, waterfall charts are highly customizable from basic data to complex demonstrations. It illustrates the changes to data over time and makes it easier to analyze positive and negative changes. It shows the initial value as a column at the left of the chart, the final value as a column on the right and all additions and subtractions as floating columns between the two values. What is a waterfall chart in Excel?Ī waterfall chart is a visual graph that demonstrates the positive and negative changes that happen during a period of time. In this article, we explore the use of these Excel charts, including steps for how to make them and provide tips for making your own waterfall chart. ![]() If creating such a visual representation may enhance your understanding or presentation of data, you might find it useful to learn more about creating waterfall charts in Excel. Waterfall charts can illustrate financial or operational information, such as sales or inventory, and demonstrate changes in numerical data. Many businesses use Excel and its various applications, such as waterfall charts, to help track and present company performance data.
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