Create a waterfall chart - Microsoft Support (2024)

Create a waterfall chart

  1. Select your data.

    Create a waterfall chart - Microsoft Support (1)
  2. Click Insert > Create a waterfall chart - Microsoft Support (2)Insert Waterfall ... > Waterfall.

    Create a waterfall chart - Microsoft Support (3)

    You can also use the All Charts tab in Recommended Charts to create a waterfall chart.

Tip:Use the Chart Design(or just Design) and Format tabs to customize the look of your chart. If you don't see these tabs, click anywhere in the waterfall chart to add these contextual tabsto the ribbon.

The ribbon tabs for charts in Microsoft 365 and Office 2021:

Create a waterfall chart - Microsoft Support (4)

The ribbon tabs for charts in Office 2019 and earlier versions:

Create a waterfall chart - Microsoft Support (5)

Start subtotals or totals from the horizontal axis

If your data includes values that are considered Subtotals or Totals, such as Net Income, you can set those values so they start on the horizontal axis at zero and don't "float".

  • Select a single data point on the chart, then right-click it and selectFormat Data Pointto open the task pane. Thenselect the Set as total box, as illustrated below.

    Create a waterfall chart - Microsoft Support (6)

    Note:If you right-click when all the data points are selected, you'll see the Format Data Series option, rather than the Format Data Point option.

    To make the column "float" again, clear the Set as total box.

    Tip:You can also set totals by right-clicking on a data point and picking Set as Total from the shortcut menu.

Show or hide connector lines

Connector lines connect the end of each column to the beginning of the next column, helping show the flow of the data in the chart.

  • To hide the connector lines, right-click a data series to open the Format Data Series task pane, and clear the Show connector lines box.

    Create a waterfall chart - Microsoft Support (7)

    To show the lines again, check the Show connector lines box.

Tip:The chart legend groups the different types of data points in the chart: Increase, Decrease, and Total. Clicking a legend entry highlights all the columns that make up that group on the chart.

Here's how you create a waterfall chart in Excel for Mac:

  1. Select your data.

    Create a waterfall chart - Microsoft Support (8)
  2. On the Insert tab on the ribbon, click Create a waterfall chart - Microsoft Support (9) (Waterfall icon) and select Waterfall.

    Create a waterfall chart - Microsoft Support (10)

    Note:Use the Chart Design and Format tabs to customize the look of your chart. If you don't see these tabs, click anywhere in the Waterfall chart to display them on the ribbon.

Create a waterfall chart - Microsoft Support (2024)

FAQs

How to create a waterfall chart in Excel with total? ›

To designate a data point as a total or subtotal, double-click on that data point (in this case, the ending balance). In the Format Data Point pane, check the "Set as total" box. Now the chart will display that value as a total or subtotal instead of adding it to the other values.

What is a waterfall chart in Excel? ›

Waterfall charts are used to show how an initial value is increased and decreased by a series of intermediate values, leading to a final value.

What software creates waterfall charts? ›

Automatic waterfall charts

In think-cell, positive data values in waterfalls build up, negative values build down. This works automatically, even for stacked segments. Segments can cross the baseline and build upon segments in any category – not only the previous one.

How do you make a waterfall method? ›

If you're ready to get started with the waterfall methodology, follow these six steps:
  1. Requirements phase. ...
  2. System design phase. ...
  3. Implementation phase. ...
  4. Testing phase. ...
  5. Deployment phase. ...
  6. Maintenance phase. ...
  7. Project has a well-defined end goal. ...
  8. No restraints on budget or time.
Apr 26, 2024

Can you make a vertical waterfall chart in Excel? ›

To create a waterfall chart in Excel, start by selecting your data series that consists of a starting value, end value, and any incremental changes. Then, Navigate to the 'Insert' tab and choose 'Waterfall chart' from the chart options. Particularly, format the chart to make it more understandable.

Can I stack waterfall chart in Excel? ›

Create Stacked Waterfall charts

To create a Stacked Waterfall: Select the range of data. Click the Charts dropdown in the UpSlide ribbon. Click Stacked Waterfall.

How do you make a waterfall chart on a sheet? ›

Choose the Waterfall chart type: In the Chart editor sidebar, under the Setup tab, click on the “Chart type” drop-down box. Scroll down and select the “Waterfall” chart type under “Other” option. Your chart should now appear in the sheet, visually representing the data you selected.

How do you build a waterfall? ›

How to Build a Waterfall
  1. Dig a hole for the pond. ...
  2. Build a frame for your pond. ...
  3. Prepare your waterfall pump. ...
  4. Make the base for your waterfall. ...
  5. Assemble the waterfall. ...
  6. Attach your tubing to your waterfall. ...
  7. Test the pump. ...
  8. Decorate your waterfall.
Jul 23, 2021

Is a waterfall chart the same as a Gantt chart? ›

An important point to note: Gantt charts are typically talked about in the context of project management. Specifically, Gantt charts show a timeline of tasks completed, while waterfall charts are used to illustrate the cumulative effect of adding or subtracting values across categories.

Is there a way to make a flow chart in Word? ›

Version 2: Building a Flowchart in Word With Basic Symbols
  1. Add shapes for each process step. Go to the Insert tab > Shapes > Flowchart > select a shape > click anywhere in your document to add. ...
  2. Customize your shapes. ...
  3. Add text inside each flowchart symbol. ...
  4. Add the arrows to connect each process step.
Jun 26, 2024

How do I create a drop down chart in Word? ›

How to add a drop-down list in Word in 5 simple steps
  1. Enable the Developer tab (if not already enabled) ...
  2. Navigate to the Developer tab. ...
  3. Insert a Dropdown Control. ...
  4. Customize the Word drop-down list. ...
  5. Save and use the Microsoft Word drop-down list:

How do I make a chart landscape in Word? ›

Select the content that you want on a landscape page. Go to Layout, and open the Page Setup dialog box. Select Landscape, and in the Apply to box, choose Selected text.

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