The Waterfall Chart Helper creates six types of Waterfall Charts. There are two kinds of each type "regular", "rotated" and "stacked". What is best depends on the purpose. In general, the more complex the chart is, the more space its formulas consume and also formatting tends to be more limited.
We recommend getting started by visiting the example files in our gallery and recreating them using the add-in.
Data needs to be organized into columns:
You need empty columns to the right for the formulas. How many depends on the type of waterfall chart.
Initially, the code does not recognize that 'Products' is a subtotal and should sit on the x-axis.
Putting a "y" into the 'is a total' column marks 'Products' as a subtotal row and fixes the subtotal column.
There are three basic types of waterfall charts; each comes in two variants:
The Waterfall above axis type is easy and flexible to format. There are two data series: one is transparent at the bottom and one is colored 'floating on top' of the transparent columns. Formatting is much like a regular stacked column chart in MS Excel.
The Waterfall crossing the axis has one drawback: 'up' and 'down'-columns are acutall error bars of a line chart. They cannot be formatted indivdually, so e.g. all up columns will have the same color.
The horizontal Waterfall is much alike the Waterfall above axis. This is stacked horizontal bar chart with one series being transparent. It cannot cross the axis into negative values.
The horizontal Waterfall is much alike the Waterfall above axis, but here we have more stacks. There is also a total computed for the stacks. While formatting is pretty flexible, it cannot have negative stacks.
In the event that your editing of the chart has resulted in unwanted changes there are to options for fixing:
Position labels - If waterfalls are crossing the x-axis into negative values, you can lower the labels of that axis, so they will be below the chart and not next to the axis.
Adjust gap width - The cross-axis waterfall is constructed out of a column chart and the error bars of a line chart. Setting gap width here will set both to the selected value.
Reverse horizontal waterfall - Press here to toggle the order of categories along the vertical axis.
Adding columns to an existing chart: