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#WATERFALL CHART IN EXCEL PC#
#WATERFALL CHART IN EXCEL DOWNLOAD#

Let’s make that happen, shall we? Step 4: Turn Your Stacked Chart Into a Waterfall ChartĮveryone has a little room for growth, including our dear stacked chart. Look at that! It’s got your numbers and everything.

Click “chart” then select “stacked chart” from the list.

Be sure to include your headers and leave out the Income Flow column.

Highlight all the data you want to include in your chart.

Moving on… Step 3: Make Your Data Table a Column Chart And (boom!) your waterfall chart should now look like this. Use the fill tool to drag the formula down to the bottom of the column again.

Select B4 in the chart and enter this formula: =B3+D3-C4.

Now your Excel waterfall chart should look like this.

Use the fill tool to drag the formula down to the end of the column again.

Next, select D4 in the Up column and enter this: =IF(E4>0, E4,0).

For the Down column, select C7 and enter formula: =IF(E7ĭrag the fill tool to the end of the column to copy the formula.

Add the formulas to the first cells in each column, then use the fill tool to copy them down throughout the column. Inputting formulas into Excel might look like Greek, but it’s not that hard.

Be sure to add a “start” and “end” row so you’ll see total numbers for the entire year.

Type your negative income numbers into the “down” column and the positive income into the “up” column.

We’ll name them “base,” “up,” and “down.” The base column shows the starting point for the up and down income flow throughout the chart. Now add three additional columns to our Excel waterfall chart (pictured below).

We already have one column-sales number.

You’ll see varying numbers based on positive or negative income for each month. Step 1: Grab Your Data Set in a Table Formatįor our example, we started with something simple, monthly income.

#WATERFALL CHART IN EXCEL PC#

Whether you have a PC or a Mac, these instructions will work for you. If you’re dead set on making the waterfall chart on your own, just because you’re nerdy like that, then we get it.

We’ll even let you take credit for all the work!

#WATERFALL CHART IN EXCEL DOWNLOAD#

Unless you want to spend 48 hours (slight exaggeration) typing numbers into a spreadsheet, then we recommend you download this beautiful little template and blow the socks off your friend and co-workers. We’ve already created a free, downloadable Excel waterfall chart template for you. So… How Do I Create a Waterfall Chart in Excel? Analyzing sales and inventory over time.Here are a few examples of when using a waterfall chart makes sense: But if you found this page, we’re guessing you probably are in hot pursuit of a waterfall chart that will make your life much easier. Why wouldn’t you? Everybody needs a waterfall chart in their life, right? Whether it’s company profit, inventory, or overall sales, the waterfall chart is a useful little tool to get a quick overview and make sense of all the numbers and how things are going. The point of the waterfall chart is to show both positive (yes!) and negative (no!) values over a period of time, while pointing out the initial and end values as well. You might have heard it referred to as a “waterfall graph” or maybe a “bridge graph,” but it’s all the same.