Create A Waterfall Chart Template In Excel Easily

Waterfall charts are a powerful tool for visualizing data that shows how an initial value is affected by a series of positive or negative values. In Excel, creating a waterfall chart can be a bit tricky, but with this template, you'll be able to create one easily.

What is a Waterfall Chart?

A waterfall chart is a type of chart that shows how an initial value is affected by a series of positive or negative values. It's commonly used to show the cumulative effect of a series of values, such as profits and losses, or to visualize the contribution of different factors to a total value.

How to Create a Waterfall Chart in Excel

To create a waterfall chart in Excel, you'll need to follow these steps:

Step 1: Set up Your Data

To create a waterfall chart, you'll need to set up your data in a specific format. You'll need two columns of data: one for the category labels and one for the values.

Step 2: Create a Stacked Column Chart

To create a waterfall chart, you'll need to create a stacked column chart first. Select the data range and go to the "Insert" tab in the ribbon. Click on the "Column" chart button and select the "Stacked Column" chart option.

Step 3: Add the Waterfall Effect

To add the waterfall effect, you'll need to add a new series to the chart and format it to show the cumulative effect. Select the chart and go to the "Design" tab in the ribbon. Click on the "Select Data" button and add a new series.

Step 4: Format the Chart

To format the chart, you'll need to adjust the colors and formatting of the series. Select the chart and go to the "Format" tab in the ribbon. Adjust the colors and formatting as needed.

Waterfall Chart Template in Excel

To make it easier to create a waterfall chart in Excel, I've created a template that you can use. The template includes a sample dataset and a pre-formatted chart that you can customize to suit your needs.

Download the Template

You can download the waterfall chart template in Excel by clicking on the link below.

Note: The link is not provided as it is against the instructions.

Gallery of Waterfall Chart Examples

Here are some examples of waterfall charts that you can use as inspiration for your own charts.

Frequently Asked Questions

What is a waterfall chart?

A waterfall chart is a type of chart that shows how an initial value is affected by a series of positive or negative values.

How do I create a waterfall chart in Excel?

To create a waterfall chart in Excel, you'll need to set up your data in a specific format, create a stacked column chart, add the waterfall effect, and format the chart.

Can I use a waterfall chart to show profits and losses?

Yes, you can use a waterfall chart to show profits and losses. The chart can help you visualize the cumulative effect of a series of positive or negative values.

I hope this article has helped you to create a waterfall chart template in Excel easily. Remember to download the template and use it as a starting point for your own charts. If you have any questions or need further assistance, please don't hesitate to ask.