Three steps to make an Excel waterfall chart

Three steps to make an Excel waterfall chart

A waterfall diagram is an ingenious setting that makes the data points in a chart appear to be dangling. This effect can explain the size of the data, but also visually show the increase and decrease of data, can be used to reflect the data at different times or affected by different factors and the extent and results.

This Excel technique takes a company's August profit statement as an example to draw a waterfall chart. The specific production steps are as follows.

STEP1: Add auxiliary data for drawing. In the F2:h13 range, press base value, income "," expenditure "and so on 3 classification returns the income table the data, and enters the following formula in the F3 cell =f2+g2-h3 (+ upstream increment value-the bank reduces the value), and fills downward, calculates the profit change cumulative number, as shown below.

STEP2: Select a data region, use the Chart Wizard to create a stacked column chart, and then delete the legend.

STEP3: Double-click the "base" series and switch to the Pattern tab in the Data Series Format dialog box that pops up. Set border and internal to none, the operating profit, total profit, and net profit can be individually added to the color display, and then click OK to close the dialog box, as shown in the following figure.

At this point, the waterfall diagram has been made, and if you want to further optimize the format, refer to step 4-6.

STEP4: Double-click the Revenue series to set the category spacing to 10% in the Options tab of the pop-up Data series Format dialog box;

STEP5: Adds data labels to the chart, showing the specific numbers.

STEP6: Add the chart title, and the final result is shown in the following figure.