How to Make a Waterfall Chart in Excel

How to Make a Waterfall Chart in Excel

The Waterfall chart, sometimes called a bridge chart, shows the running totals of values being added or subtracted from the initial value. Examples include net income or the value of a stock portfolio each over time. The Waterfall is another of the new chart types recently added to MS Excel charting toolbox.

This tutorial will show you how to make and edit a Waterfall Chart in Excel

How to Build a Waterfall Chart in Excel

Step 1: Select the data you want displayed in the Waterfall chart

Use your mouse to select the data you want included. Excel will use the left most column for the largest groups or branches. The data may need to be reorganized to take advantage of this chart type.

Step 2: Click the Insert Tab, and then Click the Waterfall, Funnel, Stock, surface or Radar button.

After selecting the data for the chart, click on the Insert tab and select waterfall choice from the charts group.

Step 3: Select Waterfall chart type.

Click the appropriate Waterfall Chart option from the Insert Waterfall, Funnel, Stock, surface or Radar panel, then the chart will appear in the workbook.

Result: Your Waterfall Chart will appear on your worksheet

You will now see your area chart appear in your worksheet. Now you can start adding chart elements and formatting to your chart. Continue reading for more details on adding chart elements and chart formatting.

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How to Add Chart Elements to a Waterfall chart in Excel

Step 1: Click on a blank area of the chart.

Use the cursor to click on a blank area on your chart. Make sure to click on a blank area in the chart. The border around the entire chart will become highlighted. Once you see the border appear around the chart, then you know the chart editing features are enabled.

Step 2: Click on the Chart Elements button next to the chart

Once the chart name area is highlighted, you will see the Chart Elements button next to upper right hand side of the chart. The button looks like a plus sign. Doing this will open the Chart Elements window.

Step 3: Check the Chart Elements you would like to add from the Chart Elements window

Once you have opened the Chart Elements window, you will see a number of items you can select to add to your chart. Check the Chart Elements you would like to display and they will appear on your chart. You can click on the arrow next to each Chart Element option for some additional formatting options.

Here are the available chart elements for a Waterfall Chart:

• Axis
• Axis Title
• Chart Title
• Data Labels
• Gridlines
• Legend

Each of these chart elements can be formatted in a variety of ways. Please see our other tutorials on how to add and format each chart element.

How to Format a Waterfall chart in Excel

Step 1: Right-Click on a blank area of the chart

Use the mouse to right-click on a blank area on your chart. On the menu that appears select the Format Chart Area option.

Step 2: Select the Format Chart Area option

On the menu that appears select the Format Chart Area option. Doing this will open the Format Chart Area panel on the right side of the workbook.

Step 3: Use the Format Chart Area panel to make changes to the appearance of your chart

Once you have opened the Format Chart Area panel, you will see a number of items you can modify on your chart. use these features to create a custom look for your Waterfall chart.

Here are the available chart elements for a Waterfall Chart:

• Fill
• Border
• Shadow
• Reflection
• Glow
• Soft Edges
• 3-D Format
• Size
• Properties

Please note: You can also right click on any of your chart elements and open a separate formatting panel for that particular item. The Format Chart Area panel will be the one you want to use when formatting the main structure of the chart.

Topic #13

How to Make a Funnel Chart in Excel

Thanks for checking out this tutorial. If you need additional help, you can check out some of our other free Excel Chart Tutorials, or consider taking an Excel class with one of our professional trainers.