{"id":4887,"date":"2023-10-10T13:05:40","date_gmt":"2023-10-10T13:05:40","guid":{"rendered":"https:\/\/www.pickl.ai\/blog\/?p=4887"},"modified":"2024-08-14T07:48:06","modified_gmt":"2024-08-14T07:48:06","slug":"how-to-create-waterfall-chart-in-excel","status":"publish","type":"post","link":"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/","title":{"rendered":"Creating Waterfall Chart in Excel: Step-by-Step Tutorial"},"content":{"rendered":"<p align=\"justify\"><b>Summary: <\/b><span style=\"font-weight: 400;\">This tutorial guides you through creating a Waterfall Chart in Excel, from data preparation to chart customisation. Learn to insert the chart, adjust colours, and set end values for effective data visualisation.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Introduction\" >Introduction<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#What_is_a_Waterfall_Chart\" >What is a Waterfall Chart?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#How_do_you_insert_a_Waterfall_Chart_in_Excel\" >How do you insert a Waterfall Chart in Excel?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Data_Preparation_and_Loading_the_Data\" >Data Preparation and Loading the Data\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Creating_the_Waterfall_Chart_in_Excel\" >Creating the Waterfall Chart in Excel<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Adding_the_End_Closing_Bar_to_the_Chart\" >Adding the End \/ Closing Bar to the Chart<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Modifying_the_Waterfall_Chart\" >Modifying the Waterfall Chart<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Modifying_Colours_of_Bars\" >Modifying Colours of Bars<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Frequently_Asked_Questions\" >Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#What_is_a_Waterfall_Chart_in_Excel\" >What is a Waterfall Chart in Excel?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#How_do_I_create_a_Waterfall_Chart_in_Excel\" >How do I create a Waterfall Chart in Excel?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Can_I_modify_the_colours_of_the_bars_in_a_Waterfall_Chart\" >Can I modify the colours of the bars in a Waterfall Chart?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<h2 id=\"introduction\"><span class=\"ez-toc-section\" id=\"Introduction\"><\/span><b>Introduction<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you want complete step-by-step guidance on creating a Waterfall Chart in Excel or modifying and inserting a meaningful waterfall chart in Excel, your search ends here.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Those who frequently use Excel are probably already familiar with the advantages of charts. When you want to compare your data or quickly identify a trend, a graphical depiction of your data is helpful.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft Excel has many predefined chart types, such as column, line, pie, bar, radar, etc. This article will explore more than simple chart creation and examine a unique sort of Excel chart called a waterfall chart.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ll explain waterfall charts and show you how helpful they can be. You will learn how to create one in Excel and about the resources that can speed up the process.<\/span><\/p>\n<p><b>Must Read:<\/b> <a href=\"https:\/\/pickl.ai\/blog\/stacked-waterfall-chart-in-excel-step-by-step-tutorial\/\"><span style=\"font-weight: 400;\">Stacked waterfall chart in Excel \u2013 Step by Step Tutorial<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2 id=\"what-is-a-waterfall-chart\"><span class=\"ez-toc-section\" id=\"What_is_a_Waterfall_Chart\"><\/span><b>What is a Waterfall Chart?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">First, look at an easy-to-understand waterfall chart\u2019s appearance and possible usages.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A <\/span><a href=\"https:\/\/support.microsoft.com\/en-us\/office\/create-a-waterfall-chart-8de1ece4-ff21-4d37-acd7-546f5527f185#:~:text=A%20waterfall%20chart%20shows%20a,tell%20positive%20from%20negative%20numbers.\"><span style=\"font-weight: 400;\">waterfall chart<\/span><\/a><span style=\"font-weight: 400;\"> is a particular type of Excel column chart. It usually demonstrates how a starting position changes, increasing or decreasing over time.<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"radius-5 alignnone wp-image-13143 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1.png\" alt=\"What is a Waterfall Chart?\" width=\"625\" height=\"301\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1.png 625w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1-300x144.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1-110x53.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1-200x96.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1-380x183.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1-255x123.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1-550x265.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/What-is-a-Waterfall-Chart-1-150x72.png 150w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The first and last columns in a conventional waterfall chart show total values. The ultimate total value is reached by adding the intermediate columns, which appear to float and show positive or negative fluctuations over time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These columns typically use colour coding to distinguish between positive and negative numbers. A little later in this tutorial, you\u2019ll learn how to make the intermediate columns float.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Since the floating columns connect the ends, a waterfall chart is also called an Excel bridge chart. These graphs are helpful when conducting an analysis. A waterfall chart in\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Excel is precisely what you need if you need to assess a company\u2019s profit or product earnings, make an inventory or sales study, or simply display how the number of your Facebook friends changed over the year.<\/span><\/p>\n<p><b>Read Blogs:\u00a0<\/b><\/p>\n<p><a href=\"https:\/\/pickl.ai\/blog\/vba-in-excel\/\"><span style=\"font-weight: 400;\">Master VBA in Excel: Essential Tips and Tricks for Beginners<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><a href=\"https:\/\/pickl.ai\/blog\/conquering-concatenation-mastering-text-combining-in-excel\/\"><span style=\"font-weight: 400;\">Conquering Concatenation: Mastering Text Combining in Excel<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2 id=\"how-do-you-insert-a-waterfall-chart-in-excel\"><span class=\"ez-toc-section\" id=\"How_do_you_insert_a_Waterfall_Chart_in_Excel\"><\/span><b>How do you insert a Waterfall Chart in Excel?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">One of the most crucial elements in acquiring insights and understanding the information in the data for further analysis is how we look at or engage with it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We can better extract information from the columns in Excel by building a relationship between the user and the columns by designing a visually appealing waterfall chart with strategic colour selections and measurements. Here, we\u2019ll go over step-by-step instructions for making a waterfall chart in <\/span><a href=\"https:\/\/en.wikipedia.org\/wiki\/Microsoft_Excel\"><span style=\"font-weight: 400;\">Microsoft Excel<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3 id=\"data-preparation-and-loading-the-data\"><span class=\"ez-toc-section\" id=\"Data_Preparation_and_Loading_the_Data\"><\/span><b>Data Preparation and Loading the Data\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"radius-5 alignnone wp-image-13142 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1.png\" alt=\"Data Preparation and Loading the Data \" width=\"384\" height=\"566\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1.png 384w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1-204x300.png 204w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1-110x162.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1-200x295.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1-380x560.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1-255x376.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1-300x442.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Data-Preparation-and-Loading-the-Data-1-150x221.png 150w\" sizes=\"(max-width: 384px) 100vw, 384px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The first step in constructing a waterfall diagram is to ensure that you have some data to build the visualisation. After you get the desired data, you must format the data in initial value, last value, intermediate positive value, and negative value. You can identify the data by categorising it and marking it accordingly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s create two new columns in Excel and name them Month and Profit\/Loss. Then, we fill the rows with information to construct the waterfall chart in Excel. In this case, positive values indicate a profit, whereas negative ones indicate a loss.<\/span><\/p>\n<p><b>Check Out:<\/b> <a href=\"https:\/\/pickl.ai\/blog\/master-excels-hlookup-the-ultimate-guide-to-finding-data-faster\/\"><span style=\"font-weight: 400;\">Master Excel\u2019s HLOOKUP: The Ultimate Guide to Finding Data Faster<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2 id=\"creating-the-waterfall-chart-in-excel\"><span class=\"ez-toc-section\" id=\"Creating_the_Waterfall_Chart_in_Excel\"><\/span><b>Creating the Waterfall Chart in Excel<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">After the data has been added, the waterfall chart is created in an Excel file. The graph displays changes in values over time, volatility, and revenue ups and downs. Pressing Ctrl + Shift + Arrow down or manually choosing rows with the mouse will select all the rows.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now go to the INSERT tab and click on the CHARTS option shown below in red marking.<\/span><\/p>\n<p><img decoding=\"async\" class=\"radius-5 alignnone wp-image-13126 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel.png\" alt=\"Creating the Waterfall Chart in Excel\n\" width=\"1490\" height=\"765\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel.png 1490w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-300x154.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-1024x526.png 1024w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-768x394.png 768w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-110x56.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-200x103.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-380x195.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-255x131.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-550x282.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-800x411.png 800w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-1160x596.png 1160w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Creating-the-Waterfall-Chart-in-Excel-150x77.png 150w\" sizes=\"(max-width: 1490px) 100vw, 1490px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Select the 1st option, \u201cWaterfall\u201d, from the dropdown menu, and the waterfall chart will appear in your Excel, displaying the month-wise Profit\/Loss values in the Waterfall Chart.\u00a0\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"radius-5 alignnone wp-image-13129 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1.png\" alt=\"Waterfall Chart in Excel\n\" width=\"597\" height=\"289\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1.png 597w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1-300x145.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1-110x53.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1-200x97.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1-380x184.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1-255x123.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1-550x266.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Waterfall-Chart-in-Excel-1-150x73.png 150w\" sizes=\"(max-width: 597px) 100vw, 597px\" \/><\/p>\n<h3 id=\"adding-the-end-closing-bar-to-the-chart\"><span class=\"ez-toc-section\" id=\"Adding_the_End_Closing_Bar_to_the_Chart\"><\/span><b>Adding the End \/ Closing Bar to the Chart<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Add a row at the end of your base data and name it as End or Closing value. After this, take the sum of all the values above by using the formula { =SUM(B6:B18) }<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click anywhere on the Waterfall Chart to find that the base data is selected with coloured lines. Click on the bottom corner of the coloured line and drag it to the end of the base data, including the End column within the selected data.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-13131\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart.png\" alt=\"Closing Bar to the Chart\" width=\"1600\" height=\"495\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart.png 1600w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-300x93.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1024x317.png 1024w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-768x238.png 768w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1536x475.png 1536w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-110x34.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-200x62.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-380x118.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-255x79.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-550x170.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-800x248.png 800w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1160x359.png 1160w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-150x46.png 150w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><b>Discover:<\/b> <a href=\"https:\/\/pickl.ai\/blog\/how-to-use-count-in-excel-a-guide-to-the-count-function\/\"><span style=\"font-weight: 400;\">How to Use Count In Excel: A Guide to The COUNT Function<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3 id=\"modifying-the-waterfall-chart\"><span class=\"ez-toc-section\" id=\"Modifying_the_Waterfall_Chart\"><\/span><b>Modifying the Waterfall Chart<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you compare the Waterfall Chart above with the chart at the beginning of this tutorial, you will find that the End column is different.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the above chart, the End column does not present the true insight that we are trying to portray because, unlike the other columns, it does not just represent a value for any period; rather, it means the aggregate or total value for all months&#8217; profit or loss amounts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The base data suggests that the opening or start value for FY 2022-22 was 400. We added or deducted some profits or losses from the start value every month. Then, at the end of FY 2022-23, we will have 1145 as the End or closing revenue. So, the Waterfall Chart should also treat the End value as a total value.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"radius-5 alignnone wp-image-13135 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1.png\" alt=\"Modifying the Waterfall Chart\" width=\"1600\" height=\"495\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1.png 1600w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-300x93.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-1024x317.png 1024w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-768x238.png 768w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-1536x475.png 1536w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-110x34.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-200x62.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-380x118.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-255x79.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-550x170.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-800x248.png 800w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-1160x359.png 1160w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-1-150x46.png 150w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">To Modify the End value to the total value, double-click on the bar showing 1145. Once you double-click on this bar, the Format Data Series panel will open on your right side, as shown below.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you once again single-click on the End bar, all other bars will fade, and only the End bar will be highlighted. Now notice that on the Format Data point panel, you can see an extra checkbox option called \u201cSet as total.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Select this checkbox to see the transformation of the End bar. The end bar&#8217;s colour will be changed to distinguish it as a total value.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"radius-5 alignnone wp-image-13136 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2.png\" alt=\"Modifying the Waterfall Chart\" width=\"1600\" height=\"493\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2.png 1600w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-300x92.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-1024x316.png 1024w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-768x237.png 768w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-1536x473.png 1536w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-110x34.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-200x62.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-380x117.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-255x79.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-550x169.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-800x247.png 800w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-1160x357.png 1160w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-the-Waterfall-Chart-2-150x46.png 150w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><b>More For You to Read:\u00a0<\/b><\/p>\n<p><a href=\"https:\/\/pickl.ai\/blog\/mis-report-in-excel-definition-types-how-to-create\/\"><span style=\"font-weight: 400;\">MIS Report in Excel? Definition, Types &amp; How to Create<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><a href=\"https:\/\/pickl.ai\/blog\/data-validation-in-ms-excel\/\"><span style=\"font-weight: 400;\">Data Validation in MS Excel: A Guide<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h4 id=\"modifying-colours-of-bars\"><span class=\"ez-toc-section\" id=\"Modifying_Colours_of_Bars\"><\/span><b>Modifying Colours of Bars<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Now, if you want to modify the colours of these bars into 3 different colours \u2013 Blue for the Start and End bars, Green for representing Profit bars, and Red for identifying Loss bars then do the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Double-click on the Start bar and then again single-click on the Start bar so that only the Start bar is highlighted and the other bars are faded. Now, as shown in the picture below, click on the Change Colors dropdown and select the blue colour.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Repeat the same process for each bar and select Green for the profit bars and red for the Loss bars.\u00a0<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"radius-5 alignnone wp-image-13137 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars.png\" alt=\"Modifying Colours of Bars\" width=\"1600\" height=\"900\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars.png 1600w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-300x169.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-1024x576.png 1024w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-768x432.png 768w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-1536x864.png 1536w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-110x62.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-200x113.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-380x214.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-255x143.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-550x309.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-800x450.png 800w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-1160x653.png 1160w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Modifying-Colours-of-Bars-150x84.png 150w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the Chart Title and give a suitable name for the chart&#8217;s purpose.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the \u201c+\u201d button on the top right side of the chart and select the Axis Title (shown in Red underline)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provide suitable Axis names that represent the value of the X and Y axis\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can see different predefined waterfall chart templates in the Design tab in the Chart Style section.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose any of the predefined formats as per your choice.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">I have chosen the grey format (shown in red underlined), and the final Waterfall Chart is shown below.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"radius-5 alignnone wp-image-13140 size-full\" src=\"https:\/\/pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars.png\" alt=\"Modifying Colours of Bars\" width=\"1600\" height=\"900\" srcset=\"https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars.png 1600w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-300x169.png 300w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-1024x576.png 1024w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-768x432.png 768w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-1536x864.png 1536w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-110x62.png 110w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-200x113.png 200w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-380x214.png 380w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-255x143.png 255w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-550x309.png 550w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-800x450.png 800w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-1160x653.png 1160w, https:\/\/www.pickl.ai\/blog\/wp-content\/uploads\/2023\/10\/Colours-of-Bars-150x84.png 150w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><b>Further See:\u00a0<\/b><\/p>\n<p><a href=\"https:\/\/pickl.ai\/blog\/how-to-become-a-certified-microsoft-excel-expert\/\"><span style=\"font-weight: 400;\">How to Become a Certified Microsoft Excel Expert?<\/span><\/a><\/p>\n<p><a href=\"https:\/\/pickl.ai\/blog\/excel-keyboard-shortcuts\/\"><span style=\"font-weight: 400;\">Essential Keyboard Shortcuts in MS Excel<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2 id=\"frequently-asked-questions\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><b>Frequently Asked Questions<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 id=\"what-is-a-waterfall-chart-in-excel\"><span class=\"ez-toc-section\" id=\"What_is_a_Waterfall_Chart_in_Excel\"><\/span><b>What is a Waterfall Chart in Excel?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A Waterfall Chart in Excel visually represents how an initial value changes over time, showing incremental gains and losses. It highlights how starting values are impacted by various factors, making it ideal for financial analysis, inventory tracking, or any scenario where understanding cumulative changes is crucial.<\/span><\/p>\n<h3 id=\"how-do-i-create-a-waterfall-chart-in-excel\"><span class=\"ez-toc-section\" id=\"How_do_I_create_a_Waterfall_Chart_in_Excel\"><\/span><b>How do I create a Waterfall Chart in Excel?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">To create a Waterfall Chart in Excel, prepare and format your data with initial values, gains, and losses. Select your data, go to the &#8220;Insert&#8221; tab, click &#8220;Waterfall&#8221; under the &#8220;Charts&#8221; option, and customise it. Adjust colours, add end bars, and fine-tune for clarity.<\/span><\/p>\n<h3 id=\"can-i-modify-the-colours-of-the-bars-in-a-waterfall-chart\"><span class=\"ez-toc-section\" id=\"Can_I_modify_the_colours_of_the_bars_in_a_Waterfall_Chart\"><\/span><b>Can I modify the colours of the bars in a Waterfall Chart?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Yes, you can customise bar colours in a Waterfall Chart by selecting the bar you want to change and choosing &#8220;Change Colors.&#8221; Assign distinct colours for different bars, such as blue for start\/end, green for profits, and red for losses, to enhance visual distinction and clarity.<\/span><\/p>\n<h2 id=\"conclusion\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><b>Conclusion<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Creating a Waterfall Chart in Excel enhances data visualisation by showing how values fluctuate over time. This step-by-step guide simplifies inserting and customising the chart, making it easier to analyse financial data or track changes. With clear instructions, you can effectively present your data.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"Master Waterfall Charts in Excel with this easy guide to creating and customising charts for clear data visualisation. Perfect for financial and trend analysis.\n","protected":false},"author":15,"featured_media":13150,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1351],"tags":[1737,1736,1732,1731,1727,1730,1735,1729,1733,2682,1728,1734,1738],"ppma_author":[2182,2608],"class_list":{"0":"post-4887","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-microsoft-excel","8":"tag-are-there-any-limitations-to-using-waterfall-charts","9":"tag-can-you-do-a-combo-waterfall-chart-in-excel","10":"tag-closing-bar-to-the-chart","11":"tag-creating-the-waterfall-chart-in-excel","12":"tag-creating-waterfall-chart-in-excel","13":"tag-data-preparation-and-loading-the-data","14":"tag-how-can-i-make-my-waterfall-chart-more-visually-appealing","15":"tag-how-do-you-insert-a-waterfall-chart-in-excel","16":"tag-modifying-the-waterfall-chart","17":"tag-waterfall-chart","18":"tag-what-is-a-waterfall-chart","19":"tag-what-is-the-primary-purpose-of-a-waterfall-chart","20":"tag-where-can-i-find-more-resources-to-master-excels-advanced-features"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Step-by-Step Guide to Creating Waterfall Chart in Excel<\/title>\n<meta name=\"description\" content=\"This detailed, step-by-step tutorial will teach you how to create and customise a Waterfall Chart in Excel. It is perfect for visualising financial data and trends.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.pickl.ai\/blog\/how-to-create-waterfall-chart-in-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Waterfall Chart in Excel: Step-by-Step Tutorial\" \/>\n<meta property=\"og:description\" content=\"This detailed, step-by-step tutorial will teach you how to create and customise a Waterfall Chart in Excel. 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