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How to create a waterfall chart? A step by step guide

Theresa Spiller
February 9, 2021

How do I create a waterfall chart step by step? How do I add sums, connecting lines or other properties to a waterfall chart? We will show you how to create, label, and edit a waterfall chart yourself via Excel or directly in PowerPoint. 

Waterfall chart guide

waterfall chart guide powerpoint excel

How do I read a waterfall chart?

A classic waterfall chart is read from left to right. You see a so-called running total, whose values are added or subtracted. The categories on the horizontal x-axis usually represent a time periodsuch as months or quarters. This allows you to evaluate, for example, whether a month ended positively or negatively and what the current balance looks like.  

Editing options for waterfall charts

Since Office 2016, a waterfall chart is included as a basic chart type in both Excel and PowerPoint. In this article, you will learn how to create a waterfall chart in addition to:  

Create a waterfall chart directly in PowerPoint 

  1. In the PowerPoint Ribbon, first click on "Insert" and then on "Chart". 
    image-png-3insert warterfall chart powerpoint
  2. In the chart list, select "Waterfall" and click "OK". Your waterfall chart with a linked Excel sheet will be inserted into your presentation.

    selcet warterfall chart powerpoint warterfall chart powerpoint

    Alternatively, you can also click on the diagram placeholder of a slide. This will also open the diagram list and your waterfall chart will be displayed at the exact location of the placeholder. 

    use placeholder warterfall chart powerpoint placeholder warterfall chart powerpoint

  3. Right click on the chart, and you can select "Edit data" to open the Excel sheet that contains the waterfall dataBelow you can see how to add or remove sums or connecting lines. You can also use your data from an external Excel file and link them together. You will see how this works in the next section, Create a waterfall chart with Excel.

    edit data warterfall chart powerpoint

Create waterfall chart with Excel 

Do you want to insert data from an Excel spreadsheet into PowerPoint and display it as a waterfall chart? You just need to follow these 4 steps: 

  1. Select the desired data table in Excel and then click the "Insert" tab on the Ribbon. 

    create waterfall chart excel

  2. In the center of the Charts group you will see a waterfall icon. Click on it and then select "Waterfall" from the list at the top. Your values will be displayed as a waterfall chart in Excel. Do not be surprised if totals are not displayed correctly, you can easily edit this afterwards. See headline: Display totals in waterfall chart.

    insert waterfall chart excel waterfall chart excel

  3. Now click on the diagram to copy it (either with right click + copy or with CTRL + C). 

    copy waterfall chart excel
  4. Open your PowerPoint presentation and insert your waterfall chart at the desired position with right click + paste or CTRL + V. Now your waterfall chart is displayed with the Excel values. 

    paste waterfall chart excel

Do you want the presentation to update itself as soon as data in the Excel file changes? No problem, in our article Automatically update PowerPoint Excel links – save time and moneywe show you how to do it. 


Edit waterfall chart 

Learn how to edit a waterfall chart. We will show you how, using a diagram in PowerPoint, but in Excel the editing steps work the same.  

Display totals in a waterfall chart

In the example chart you see there are no subtotals. We show you how to set totals e.g. for each Quartal.  

display totals in waterfall chart powerpoint

Example: Subtotals and final total are displayed "floating" instead of "standing". 

Do you want to represent a column as a sum of the previous values? So that it grows starting from the x-axis and does not flow?  Then simply right-click on the column and select "Set as Total" from the list. The other way around, you can click on columns and right-click to select "Clear Total". This will automatically adjust your waterfall chart 

set as total or clear total totals suptotals waterfall chart powerpoint

Example: Subtotals and total are displayed correctly. 

Show or hide connection lines

Double-click on any column in your waterfall chart so that the editing window appears on the right. Now you can check or uncheck the box "Show connector lines". 

connection lines waterfall chart powerpoint

Show negative range in a waterfall chart

If your data is in the minus range, a negative range is automatically displayed on the Y-axis.  

negative range waterfall chart powerpoint

Customize colors and layout

The columns are color-coded so you can distinguish the positive and negative numbers. However, if you are not satisfied with the preset colors of your waterfall chart, you can select a suitable color by double-clicking on a column.

colors values waterfall chart

Even easier is the global adjustment of colors. For example, all negative values should be displayed in red, all positive values in green, and totals in gray. Double-click on the respective legend and select the appropriate color. Then all associated columns will be colored at once. 

color for positive values

You can also choose from suggested color palettes or layouts in the Diagram Design ribbon menu.  

colors and layout waterfall chart powerpoint

Your charts should always match the colors, fonts, and features of your corporate design. With the PowerPoint add-in empower® you can completely automate such tedious work. We show you how to comply with your corporate design in every presentation with just one click, in our article Corporate Design Check with empower® slides”.

empower your waterfall chart 

The PowerPoint add-in empower® charts offers you more functionalities and types for waterfall charts directly in PowerPoint. The add-in simplifies the creation of design-compliant charts and saves you time. 

empower waterfall chart powerpoint

For example, use the waterfall chart with stacked columns or create a waterfall chart in landscape with bars.  

stacked columns waterfall chart powerpoint empower

You can insert breaks if the proportions of your displayed values are too different.  

breaks waterfall chart powerpoint empower

It is also possible to add growth arrows, value lines, or other visualizations to strengthen and simplify your chart. 

arrows waterfall chart powerpoint empower

You have a wide range of new possibilities to design your waterfall chart with just a few clicks. Our best practice video gives you an overview of the easy implementation.  

 

With empower® charts you can create all your PowerPoint charts easily, consistently, and efficiently. With a free trial/demo version you can try out the features of empower® charts. Learn more about this topic on our empower® homepage. 

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