How To Use Excel Waterfall Chart

Once the format data series pane appears to the right of your worksheet select the fill line icon.

How to use excel waterfall chart. Use the design and format tabs to customize the look of your chart. To use the new excel 2016 waterfall chart highlight the data area including the empty cell right above the categories and insert waterfall chart. Now select the entire data range go to insert charts column under column chart select stacked column as shown in the below screenshot. Considerations when using waterfall charts. If you have excel 2013 and earlier versions the excel does not support this waterfall chart feature for you to use directly in this case you should apply the below method step by step.

Hence its useful to label the bars directly in a waterfall chart. At this point you will see the first two but not the total. Once you ve picked the color for the fall series complete the same steps for the rise series. Now your excel waterfall chart should look like this. Click on the color dropdown to select a color.

And boom your waterfall chart should now look like this. Create the waterfall chart. If so well done. Navigate to the insert tab and click the waterfall chart button it s the one with the bars going both above and below the horizontal axis and then the waterfall chart type. If you want to see how i created these in excel you can download the excel file for these waterfall charts here.

On the excel ribbon click the insert tab and click column chart then click stacked column. Use the fill tool to drag the formula down to the bottom of the column again. It will give you three series. First you should rearrange the data range insert three columns between the original two columns give them header names as base down and up. Bars with no zero base are hard to interpret.

Select the fall series in the chart right click and select format data series from the list. Now we need to convert this stack chart to waterfall chart with the below steps. Increase decrease and total. You will get the chart as below. Create helper columns for the original data.