Waterfall chart is just a few clicks away with #Excel 2016

Excel Tips - WaterFall4

Did you know, you can plot a Waterfall chart in #Excel in less than a minute…Provided that you are using Excel 2016 or later! 🙂

No Kidding! You may download a Sample File to follow along.

A) Data layout

Excel Tips - WaterFall

Note: The ending value should be computed with a simple SUM function.

B) Plot the chart

  1. Select the range of data
  2. Go to Insert tab
  3. Click Recommended Charts
  4. Go to the All Charts tab
  5. Select Waterfall
  6. OK

Excel Tips - WaterFall1

You should get the following waterfall chart.

Excel Tips - WaterFall2

Yes. You are right, the ending column should not be like that…

No worries.  All you need is just a few more clicks.

C) Setting the total column

Again, a picture tells a thousand words…

Excel Tips - WaterFall4

Note: The first click on the column will select all columns.  You have to click again to select a single column, followed by right-click on it to open the menu.

D) Optional, let’s do some makeup (formatting)

Excel Tips - WaterFall4

Here you go!

Bonus – How about when I have subtotal?

You won’t believe how easy it is.  Watch this:

Excel Tips - WaterFall5

 

As simple as this. 😀

 

About MF

An Excel nerd who doesn’t work on Excel most of the time at current job...... 🤔 Recently in love with Power Query and Power BI.😍 Keep learning new Excel and Power BI stuffs and be amazed by all the new discoveries.
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