MS Excel Tutorial
Creating Waterfall Charts in Excel: a tutorial with sample files
adem kader :: 04.30.2007


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This tutorial shows how to make a waterfall chart. I will use a table with one column to show the idea, but it's not too hard to do it for two or more variables. At the bottom of the page you can find two sample excel sheets.

waterfall 1
step1. in my waterfall chart, i wanted to have the total, but it's straightforward to remove it by either deleting the total row in the spreadsheet, or by editing the chart source.



here's a template if you're in a hurry excel-logo.png
waterfall chart 2
step2. be careful with the formula you enter for the second column. i could have instead used "=sum(C7:C11)"  applying this formula to cells below would make no difference, except if you decide to put more numbers just below the first column, then you'd be in trouble...
moving on...
waterfall chart 3
step 3. if you click on the preview button, you'll see that it doesn't look that good, but don't worry, we'll get there...
waterfall chart 4

step 4. yes, now we have the skeleton.

waterfall chart 5

step 5. in this step, i think ahead and try to pick the bars i'll make invisible. this will save me from right-clicking and choosing "format data series" again.

small note: be careful to pick the group of bars, not just one bar, or the whole chart

waterfall chart 6

step 6. i wish 'print screen' showed the mouse pointer sometimes, but you get the idea...

waterfall chart 7

step 7. some people don't like gridlines under the waterfall chart, if you're one of them, pick white for the border and fill colors instead of picking "none" (and i'm sorry for stating the obvious :P)

waterfall chart 8

step 8. just another modification i like, you don't have to...  in fact, if you're dealing with more than one variable, you might want to play around with the overlap and gap width a little bit

waterfall chart sample

ok, here it is.. hope this helps.  feel free to use this excel sheet as a guide.

excel-logo.png


with a couple of easy changes, here's what my waterfall looks like
you can click on images to download excel files
waterfall chart


sample graphs

click on the images for excel spreadsheet


waterfall chart with two variables

waterfall chart with three variables

waterfall chart sample

no copyright; all of the above work was done for the sake of science and engineering
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