Waterfall Charts (Excel 2010 and 2013)

This is a sad page for me. I spent a lot of time making what I though was a really flexible program to make waterfall graphs. This program works a little like the read pdf file and the generic macros file. You just open the file named waterfall graphs and then, as long as your data is formatted correctly, you can make a variety of really flexible waterfall charts. After I finished what I though was a really cool new version of the waterfall graphs I found out that excel 2016 added these charts to the normal repotire. That was so sad for me. But if you have earlier versions of excel and you want to put in waterfall charts, I think this page can be really helpful to you.

This page documents a WATERFALL GRAPH file that I have created that accepts data and automatically creates a WATERFALL GRAPH. You can make a WATERFALL chart within seconds and the waterfall graph will change when you change the inputs. After opening the file named “WATERFALL CHARTS.XLSM” you go back to your file with data. There should be a note on the status bar of excel file (the bar at the bottom of the file) that states “Press SHIFT, CNTL, V to Make the Waterfall Chart”. When you are back in your file select two adjacent columns, the first has titles, the second has data. The data should begin with a base case value and then have incremental additions or reductions to the base. The last row that is selected should have a title and no data. You then press the SHIFT, CNTL, V and a waterfall chart should be made. In order for the waterfall chart to be structured, the macro puts data into a new sheet in your workbook that can be hidden.

Your file is not messed up with macros as the waterfall chart macro works from a separate file and creates a sheet that arranges data. You can use the technique to build multiple waterfall charts. The videos below give you a guide as to how simple this process is. The waterfall chart videos are all quite short, reflecting the fact that the process of using this technique works quickly.

 

Videos for Quickly Creating Waterfall Charts

 

Videos File Video Chapter Reference
How to Make Waterfall Charts in Any Sheet in Seconds Waterfall_charts.xlsm https://www.youtube.com/watch?v=qrtQy8y3E5A Chapter 13
Waterfall Charts with Negative and Pos/Neg Numbers Waterfall_charts.xlsm https://www.youtube.com/watch?v=11jN0KbSl-A Chapter 13
Waterfall Charts Technical Discussion Waterfall_charts.xlsm https://www.youtube.com/watch?v=XFC6zlTzhpM Chapter 13
Waterfall Charts in Actual vs Forecast Actual and Forecast.xlsm https://www.youtube.com/watch?v=zsiFBo3FdWU Chapter 13
Waterfall Charts in LCOE Analysis Carrying Charge Analysis https://www.youtube.com/watch?v=WcMS992E35A Chapter 13
Demonstration of how the macro works Waterfall_final.xlsm https://www.youtube.com/watch?v=qrtQy8y3E5A Chapter 13
Chart from New Sheet: Formatting Data Waterfall_final.xlsm https://www.youtube.com/watch?v=Xj6ns1ZdAPA Chapter 13
Chart from New Sheet: Getting One Chart Correct Waterfall_final.xlsm https://www.youtube.com/watch?v=cA5STP3SKnA Chapter 18
Chart from New Sheet: Creating Multiple Charts Waterfall_final.xlsm https://www.youtube.com/watch?v=ragBcaSKzUo Chapter 18
Chart from New Sheet: Changing Chart Data wiith Spinner Waterfall_final.xlsm https://www.youtube.com/watch?v=k8TcMqbsMmo Chapter 18
Comments on Adjusting Charts Waterfall_final.xlsm https://www.youtube.com/watch?v=O8fiE0wHmPc Chapter 18
Discussion of Creating Charts without Macro Waterfall_final.xlsm https://www.youtube.com/watch?v=D1l743amzE4 Chapter 18
Waterfall Charts with Non-English Computed
Waterfall Charts for Excel 2007

 

Files on Resource Library that You Can Access by Sending an E-mail

Some of the files in the scenario folder that may help you include:

  • Waterfall Final.xlsm
  • Carrying Charge Analysis Revised.xlsm
  • Improved Waterfall Graph (2010 Excel) working.xlsm
  • Improved Waterfall Graph (2007 Excel).xlsm
  • AZIZA Tuesday.xlsm