The document provides instructions for creating a waterfall chart in Excel to show rising and falling values over time. It describes adding columns to the data to calculate chart values, formatting the different series, and customizing the chart appearance. The completed chart uses colored bars and formatting to visually depict starting, ending, and monthly changing values in the data series.

1. Show Rise and Fallin Excel Waterfall Chartwww.contextures.com

2. The Data- Starting Price – Rise and Fall – Final Price

3. The PlanChart shows Start and End bars

4. Red bars for falling values

5. Green bars for rising valuesStartEndMonthly Changes

6. The DataAdd 5 columns to data, to calculate chart values

7. BaseBase series is hidden in the completed chart.

8. Creates starting point for Up and Down barsBase Formulas:B2: =“ “

9. B4: =SUM(B3,E3:F3)-D4

10. Copy B4 formula down to B15

11. B17: = “ “StartStarting value

12. First visible bar in the chartStart Formula:F3: =G3EndLast visible bar in the chartEnd Formula:C16: =SUM(B15,E15:F15)-D16DownNegative numbers in monthly valuesDown Formula:D4: = - MIN(G4,0)

13. Copy formula down to D15UpPositive numbers in monthly valuesDown Formula:E4: = MAX(G4,0)

14. Copy formula down to E15Select Chart DataSelect Headings and Data A1:F17 – not the last column

15. Insert the ChartInsert Column Chart -- Stacked Column

16. Format Base SeriesClick on column in Base Series

17. Format with no border, no fillFormat Down SeriesClick on column in Down Series

18. Format with Red fillFormat Up SeriesClick on column in Up Series

19. Format with Green fillFormat Start and EndClick on Start column

20. Format with Grey fill