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Show Rise and Fallin Excel Waterfall Chart

The Data- Starting Price – Rise and Fall – Final Price

The PlanChart shows • Start and End bars• Red bars for falling values• Green bars for rising values

Start EndMonthly Changes

The DataAdd 5 columns to data, to calculate chart values

Base• Base series is hidden in the

completed chart. • Creates starting point for Up

and Down bars

Base Formulas:• B2: =“ “• B4: =SUM(B3,E3:F3)-D4• Copy B4 formula down to B15• B17: = “ “

Start• Starting value• First visible bar in the chart

Start Formula:• F3: =G3

End• Last visible bar in the chart

End Formula:• C16: =SUM(B15,E15:F15)-

D16

Down• Negative numbers in

monthly values

Down Formula:• D4: = - MIN(G4,0)• Copy formula down to

D15

Up• Positive numbers in

monthly values

Down Formula:• E4: = MAX(G4,0)• Copy formula down to

E15

Select Chart DataSelect Headings and Data A1:F17 – not the last column

Insert the ChartInsert Column Chart -- Stacked Column

Format Base Series• Click on column in

Base Series• Format with no

border, no fill

Format Down Series• Click on column in

Down Series• Format with Red fill

Format Up Series• Click on column in Up

Series• Format with Green fill

Format Start and End• Click on Start column• Format with Grey fill

• Click on End column• Format with Grey fill

Reduce the Gap• Right-click on any column• Click Format Data

Series

• Reduce Gap to 10%

Remove the Legend• On Ribbon’s Layout tab,

click Legend, None

Excel Waterfall Chart• The Excel Waterfall Chart is completed.

Waterfall Chart Utility• Not enough time or patience to follow these steps?• Complex data, that drops below the zero line?• Need extra features, like join lines?

Waterfall Chart UtilityQuick and painless charts with Excel charting add-ins, by Excel charting guru, Jon Peltier:

http://www.contextures.com/excelwaterfallchart.html