![]() For example, if the chart is describing business cash flow, it will represent each months net value, if the Waterfall Chart is representing how money has been spent in different areas of the company, the series will represent each area. The next series of bars describes the periods or the categories of the flows. The first bar describes the initial value of the flow (starting point). This kind of charts is usually used to describe cash flows fluctuations. I hope this article has helped you easily create one in Excel.Waterfall Charts are a special representation of Stacked Bar Charts that resembles a waterfall due to its decreasing/increasing values moving from left to right. Stacked waterfall charts are great for analyzing the trend in your data and how each number contributed to the overall total. You’ll see a right arrow (>) appear next to it.Ĭlick on that arrow and uncheck the Primary Vertical checkbox.įor the final step, rename the chart title with the appropriate name.Īnd that’s it! You now have a stacked waterfall chart in your sheet. Next, hover your mouse over the Axes checkbox. Repeat this step on all the visible data series.įor the final touch-ups, let’s remove the gridlines and the y-axis.Ĭlick anywhere on the chart and click the plus (+) sign that appears next to it.įrom the list of Chart Elements, uncheck the Gridlines checkbox. ![]() Right-click one of the data series and select Add Data Labels. Now, let’s add data labels to the series so you can see the numbers in the chart. It should now disappear from the list of legends. Go to the dataset and delete the Baseline header. Next, we’ll hide the word “Baseline” from the list of legends (since it’s now non-existent). The bars in your chart should now be closer to each other. Go to the Series Options section and change the Gap Width to 40% (or any number you prefer). With the baseline series still selected, go back to the Format Data Series menu.Ĭlick the button that looks like a set of bars. Next, we’ll adjust the gap width so that the columns are closer to each other. Your chart should now start looking like a waterfall chart as the value fields now appear to float. Go to the Fill section and select “No fill”. The Format Data Series menu will appear on the right side of the screen.Ĭlick the paint bucket button. Right-click on it and select Format Data Series. Select the Baseline series in your chart. Your chart should look something like this: STEP 3: Format the Stacked Column Chart to Transform It into a Stacked Waterfall Chart. Go to the Insert tab and click the Insert Column or Bar Chart button.įrom the list of 2-D Columns, select the Stacked Column chart (second from the list). Įssentially, we want to get the total of the previous row.Ĭopy this formula to the remaining rows (up to the last row before the ending amount).Īnd that’s it! Your dataset is now ready. On the second data row, add a formula to get the sum of the and the. We’ll name this column “Baseline”.įor this new column, we will leave the starting amount and ending amount rows blank since we’re not going to have them float in the chart. Next, we must insert a new column to our dataset, which we will later use to have the value fields “float” in our chart.Īfter “Period Covered”, insert a new column. ![]() For the ending amount, add a formula to get the total of each value field from the starting amount up to the last data row. Specify the starting amount for each value field.The starting amount must be after the header, while the ending amount must be after the last row in the dataset.There must be a row for the starting amount and another for the ending amount. Each of them will represent one bar stacked on top of the other. the value fields which contain all the numbers. ![]() the period covered (or any variable that you want to use to group the value fields).Your dataset should start with these two columns: How to Create a Stacked Waterfall Chart? STEP 1: Prepare the dataset. In this article, I’ll show you how you can easily create one in Excel. This type of chart is great for analyzing what has contributed to the accumulated amount. the accumulated amount per period (the floating bars in the chart)Ī stacked waterfall chart has one additional element: the breakdown of the accumulated amount per period.the ending amount or the overall total (this is the last bar in the chart).the starting amount (this is the first bar in the chart).We often use a waterfall chart (or bridge chart) to illustrate how an initial value (like a profit) is affected by a series of positive or negative values over time.Ī regular waterfall chart has three main elements:
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