- 1Examining the Waterfall Chart
- 2Building the Data Table
- 3Filling in the Data Table
- 4Starting to Build the Waterfall Chart
- 5Formatting the Waterfall Chart
- 5.1Changing the Bridge Series to Line Connectors
- 5.2Hide the Spacer Bars
- 5.3Adding Data Labels
- 5.4Finishing the Connector Lines
- 5.5Final Formatting
- 6Waterfall Chart Example File Download
Starting to Build the Waterfall Chart
Now we can get down to the task of building the chart itself… Select the data portions of the table (excluding the Running Total row), choose the Insert menu tab, click on Column in the Charts section, and select the Stacked Column under the 2D Column section:
Your results should look less than appealing at first:
The data fields are switched around, so choose Switch Row/Column from the Data section of the Chart Tools Design menu tab.
It may not look like it, but trust me when I say this is an improvement:
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Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. You can read more of his writing on his personal blog at NapkinMath.io.
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Other posts in this series...
- Save a Broken Chart with Switch Columns/Rows in Chart Tools
- Build a Better, Cleaner, More Professional Line Chart
- How To Add an Average Value Line to a Bar Chart
- How to Add a Vertical Line to a Horizontal Bar Chart
- How to Add Totals to Stacked Charts for Readability
- How to Show Percentages in Stacked Bar and Column Charts
- Building Charts with Multiple Series and Custom X-Axis
- How to Create Waterfall Charts in Excel