For the purpose of creating this chart, I'm using static values organized as below: Addressing the groupings, blanks, and alternating reference points (base when adding and top when subtracting) is worthy of a whole different question and answer. Part of the complexity for recreating this chart is the data organization. This type of stacked chart is often used to visualize data sets where the total value is more important than the individual values.As mentioned in Jon Peltier's comment, this chart doesn't use Excel's waterfall chart-it is a stacked column chart and it takes some work to setup. What Is a 100% Stacked Chart?Ī 100% stacked chart is a stacked chart where each bar represents 100% of the value. They can be used to visualize a variety of data sets, including financial data, such as budget balances, sales revenue, account balances, etc. Stacked waterfall charts are often used to visualize how an initial value changes over time. Each column in the stacked waterfall chart represents a change in value, and the total height of the stacked columns represents the cumulative value. What Are the Uses of a Stacked Waterfall Chart?Ī stacked waterfall chart is used to visualize how a value progresses from one state to another. It’s useful for seeing how individual items impact the total and for comparing different data sets. What Is a Stacked Waterfall Chart in Excel?Ī stacked waterfall chart is a type of Excel chart that shows how various parts contribute to a whole. Stacked Waterfall Chart FAQsĭive deeper into the study of stacked charts by checking out some frequently asked questions below.
Super easy! You have successfully created a stacked waterfall chart. Double-click the default chart title to select it and type your own title. Let’s enhance the detail of your stacked waterfall chart by adding a chart title and data labels.ġ5. Pick Fill & Line in the Format Data Point menu. If you want to alter the look of your chart, you can change the color of your columns.ġ0. Right-click on the Baseline section of the columns ( blue).
Choose Insert Column or Bar Chart from the Chart menu.ĥ. Highlight all data in your chart ( A1:D7).ģ. Step 2: Create a Stacked Waterfall Chartġ. Drag the cell with the result down through the other cells to copy the formula into those cells.Įasy peasy! Let’s move on. Navigate to the Formula bar and type the formula =B3+C3+D3, where B3, C3, and D3 are the indicator cells from the previous row.ħ. Select the cell for the second indicator ( B4).ĥ. This indicator is equal to the Incentive amount (starting amount) from the first row.Ĥ. Click on the cell where you need to place the first value.
WATERFALL CHART IN EXCEL HOW TO
Here’s how to go about it step by step.ġ. We added the Baseline column for the new indicators. In our example, we have a table displaying the Payroll during the year, Base Salary, and Incentive. To make your chart, you’ll need to modify your data table and calculate new indicators. What Are the Uses of a Stacked Waterfall Chart?.What Is a Stacked Waterfall Chart in Excel?.Step 2: Create a Stacked Waterfall Chart.
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