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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









This page explains how to use and how to create a waterfall chart or a value build-up chart that illustrates the how a base value builds-up to a final value. You can work through how to create a chart which can be a pain, or you can simply use the macro by opening a file and running the macro. This will put the waterfall chart in your own sheet.


Part 1: How to use the file with the macro to add a waterfall chart to any of your file in a couple of seconds




Waterfall Graph Macro.JPG




Part 2: How to create a waterfall chart on a step-by-step basis without using a macro




Waterfall Graph Instructions.JPG






Part 3: Documenation of the Macro