Waterfall Chart

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Waterfall Chart

30

+3

25

+0

+0

+0

+0
24

+3
20

+3

15

+4

+0

Mar

Apr

+3
10
8
5
0
Jan

Label
Jan
Feb
Mar
Apr
May
June
July
Aug
Sep
Oct
Nov
Dec

Feb

Pillar
x

Delta
8
3
4
0
3
3
3
0
0
0
0
0

May

Flow
8
11
15
15
18
21
24
24
24
24
24
24

http://www.vertex42.com/ExcelTemplates/waterfall-chart.html

June

July

Aug

Sep

Oct

Pillars

Base+

Base-

Delta+

8
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
24

#N/A
11
15
15
18
21
24
24
24
24
24
#N/A

#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A

#N/A

Nov

Dec

Delta- Invisible

Lines

#N/A

#N/A

#N/A

11

11

#N/A

15

15

#N/A

15

15

#N/A

18

18

#N/A

21

21

#N/A

24

24

#N/A

24

24

#N/A

24

24

#N/A

24

24

#N/A

24

24

#N/A

#N/A

#N/A

#N/A

Waterfall Chart Template by Vertex42.com

Waterfall Chart
+900
-600

-2000

Label
START
Delta 1
Delta 2
Middle Column
Delta 3
Delta 4
Delta 5
Delta 6
Delta 7
Delta 8
Delta 9
END

Pillar
x

-1000

Delta
5000
700
-1200
0
-2500
-1300
-300
-900
-600
900
1500
0

-900
-300 +1,500
-1,300
1300

1000

Flow
5000
5700
4500
4500
2000
700
400
-500
-1100
-200
1300
1300

http://www.vertex42.com/ExcelTemplates/waterfall-chart.html

2000

3000

45005000
-2,500

4000

5000

+700
-1,200

6000

7000

8000

Pillars Base+ Base- Delta+ Delta-nvisible Label+ Label- Lines

5000
#N/A
#N/A
4500
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
1300

#N/A #N/A
5700 #N/A
#N/A 4500
#N/A #N/A
#N/A 2000
#N/A 700
#N/A 400
#N/A -500
#N/A -1100
-200 #N/A
1300 #N/A
#N/A #N/A

#N/A
700
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
900
1500
#N/A

#N/A
#N/A
1200
#N/A
2500
1300
300
900
600
#N/A
#N/A
#N/A

#N/A
5700
5700
#N/A
4500
2000
700
400
100
700
1300
#N/A

#N/A
700 #N/A
#N/A 1200
#N/A #N/A
#N/A 2500
#N/A 1300
#N/A 300
#N/A 900
#N/A -600
-900 #N/A
1500 #N/A
#N/A #N/A
#N/A

LineY

0.96

0.08

0.88
0.79

0.08
0.08

0.71

0.08

0.63

0.13

0.08
0.08
0.08
0.08
0.08
0.08
0.08

0.04

#N/A

0.54
0.46
0.38
0.29
0.21

Waterfall Chart Template by Vertex42.com

HELP
http://www.vertex42.com/ExcelTemplates/waterfall-chart.html

Instructions
Getting Started
In the data table, edit the Label, Pillar, and Delta values.
Note: A Waterfall Chart is also known as a Bridge Chart. We use
the term "Pillar" informally to refer to the Start and End values and
other intermediate values (in reference to pillars holding up a bridge).

Inserting New Rows


Insert new rows ABOVE the LAST row in the table, then copy the
formulas down from the previous row. Avoid inserting a new row
immediately below the START row, as the formulas in the START row
are different from the other rows.
Using a Chart in a Report or Presentation
When copying the chart object to a Word or Powerpoint file, copy and
paste the object as a picture instead of an embedded object.
Selecting Different Series in the Chart
The chart is made up of many overlapping series. The best way to
select the series or errors bars (rather than right-clicking) is to first
select the Chart, then go to Layout > Current Selection and use the
drop-down box. Then click on Format Selection.
Pillar Width
You can edit the width of the pillars by changing the Gap Width
(Format Data Series > Series Options).
Positive and Negative Adjustments
To edit the width and color of the floating bars, edit the Error Bars for
the Base+ and Base- series (Format Error Bars > Line Color and Line
Style > Width).
Connecting Lines
To edit the formatting of the connecting lines, edit the Error Bars for
the Lines series (Format Error Bars > Line Style).
Editing the Numeric and Text Data Labels
You can edit the formatting and positions of the data labels by editing
Data Labels for the Delta+ and Delta- series (or Label+ and Labelseries in the vertical waterfall chart).
Additional Help
The link at the top of this worksheet will take you to the web page on
vertex42.com that talks about this template.

2015 Vertex42 LLC

OTHER RESOURCES
TIPS

Vertex42.com: Spreadsheet Tips Workbook

2015 Vertex42 LLC

Waterfall Chart Template


By Vertex42.com
http://www.vertex42.com/ExcelTemplates/waterfall-chart.html

2015 Vertex42 LLC


This spreadsheet, including all worksheets and associated content is
considered a copyrighted work under the United States and other copyright
laws.
Do not submit copies or modifications of this template to any website or
online template gallery.
Please review the following license agreement to learn how you may or may
not use this template. Thank you.
See License Agreement
http://www.vertex42.com/licensing/EULA_privateuse.html
NOTE: You may copy a waterfall chart that you create using this template
into a presentation or report. The best way to do that, to avoid linked or
embedded objects, is to copy/paste it as a picture or image.
Do not delete this worksheet. If necessary, you may hide it by rightclicking on the tab and selecting Hide.

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