Creating a Waterfall Chart in 5 Steps

By Wyn Hopkins

waterfallchart1A waterfall chart is a great way of illustrating the causes of differences between two data points. The most common being Actual v Forecast or Current Year v Prior Year.

It can be quite a tedious manual process to create this chart, however using Up Down bars you can create an automated waterfall chart really easily.

Alternatively, if you have Excel 2016+, waterfall charts are built-in.  Excel 2016 Charts

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