How to Make a Vertical Waterfall Chart in Excel (with Easy Steps)

Introduction to a Vertical Waterfall Chart

A waterfall chart is a graph that displays the original value, the values that have been added to it or removed from it, and the final sum as vertical rectangles. Excel uses different colors to distinguish between negative and positive numbers. These values of a rectangle whose size is proportionate to those values.

Although waterfall charts are frequently employed in the financial industry, they may be used to any subject where a starting value undergoes modifications. These adjustments may be detrimental or beneficial. The changes are shown between the beginning value and the final value in a waterfall chart, which starts with the starting value.

Some common applications of the Waterfall Chart are:

  • Displaying income and expense statements
  • Evaluating product profits
  • Analyzing inventories or sales over time
  • Highlighting budget changes for a project
  • Demonstrating the worth of a product through time
  • Establishing executive dashboards

We have a dataset that contains information about the income and expense statement of the Armani group. The description of the income and expense, and the running balance are given in columns B and C, respectively. We will make a dataset with parameters and a Vertical Waterfall chart in Excel to understand the running balance of the Armani group.

make a vertical waterfall chart in excel


Step 1 – Creating a Dataset with Proper Parameters

  • Input data relating to company profits and expenses in a single column.


Step 2 – Making a Vertical Waterfall Chart in Excel

  • Select the range of data to draw a vertical waterfall chart. From our dataset, we selected B4 to C14.

make a vertical waterfall chart in excel

  • Go to Insert, then to Charts, and select Recommended Charts.

  • An Insert Chart dialog box will appear. Select All Charts.
  • Select the Waterfall option.
  • Press the OK option.

make a vertical waterfall chart in excel

  • You’ll get a sample vertical waterfall chart using the dataset.

  • Change the title of the chart by double-clicking on it and entering the new title.

make a vertical waterfall chart in excel

Read More:How to Make a Waterfall Chart with Multiple Series in Excel


Things to Remember

  • The #N/A! error arises when the formula or a function in the formula fails to find the referenced data.
  • The #DIV/0! error happens when a value is divided by zero (0) or the cell reference is blank.

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Md. Abdur Rahim Rasel
Md. Abdur Rahim Rasel

MD. ABDUR RAHIM is a marine engineer proficient in Excel and passionate about programming with VBA. He views programming as an efficient means to save time while managing data, handling files, and engaging with the internet. His interests extend to Rhino3D, Maxsurf C++, AutoCAD, Deep Neural Networks, and Machine Learning, reflecting his versatile skill set. He earned a B.Sc in Naval Architecture & Marine Engineering from BUET, and now he has become a content developer, creating technical content... Read Full Bio

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