How to Create a Stacked Waterfall Chart in Excel (With Easy Steps)

If you are looking for ways to create a stacked waterfall chart in Excel, then this article will be useful for you. A stacked waterfall chart helps visualize the gradual changes of factors over time clearly. So, let’s start with our main article to know the procedure of creating a stacked waterfall chart easily.


Watch Video – Create a Stacked Waterfall Chart in Excel



How to Create a Stacked Waterfall Chart in Excel (Easy Steps)

The following dataset contains records of price changes of product “X” from 2015 to 2021. A stacked waterfall chart will show the changes over the years.

how to create a stacked waterfall chart in excel

We have used Microsoft Excel 365 version for this article. Other versions can be used.


Step 1 – Modifying Dataset to Create a Stacked Waterfall Chart in Excel

Modify the dataset by adding values. Add an extra column named Start Line before the Base Value column.

how to create a stacked waterfall chart in excel

➤ Type the following formula in the second cell of the Start Line column corresponding to 2016.

=E4

It returns the value of the increment from E4 to C5.

modifying dataset

➤ Apply the following formula in C6.

=C5+D5+E5

C5, D5, and E5 are the values of the Start Line, Base Value, and Increment columns of the previous row.

modifying dataset

➤ Press ENTER and drag down the Fill Handle tool.

how to create a stacked waterfall chart in excel

It copies the formula from C6 to C9.

=C8+D8+E8

C8, D8, and E8 are the values of the Start Line, Base Value, and Increment columns of the previous row.

modifying dataset

➤ Add all of the values of the Base Value and Increment columns by using the following formula in E10.

=SUM(D4:E9)

The SUM function adds all of the values from D4:E9.

modifying dataset

Press ENTER

It returns the total value of $55,680.00 as the 2021 End price.

how to create a stacked waterfall chart in excel

Read More: How to Create Stacked Waterfall Chart with Multiple Series in Excel


Step 2 – Inserting Stacked Column Chart to Create a Stacked Waterfall Chart

This is the dataset:

how to create a stacked waterfall chart in excel

➤ Select the data range and go to Insert Tab >> Charts Group >> Insert Column or Bar Chart Dropdown >> 2-D Stacked Column.

insert stacked column chart

The following chart is showcased:

insert stacked column chart

Read More: How to Make a Waterfall Chart with Multiple Series in Excel


Step 3 – Modifying a Stacked Waterfall Chart

How to modify the following chart.

how to create a stacked waterfall chart in excel

Hide the Start Line series from this stacked column chart.
➤ Select the Start Line series and Right-Click.

modifying chart

➤ Click Fill dropdown and select the No Fill option.

how to create a stacked waterfall chart in excel

The Start Line series is invisible.

modifying chart

When the color of the 2015 Starting Price column and the 2021 End Price column are similar to the Increment series, changing the color is necessary.

Double-click the 2015 Starting Price column first, then Right-click.

modifying chart

➤ Click Fill dropdown and select any color (Red here).

how to create a stacked waterfall chart in excel

The color of the 2015 Starting Price column was changed.

modifying chart

➤ Change the color of the 2021 End Price column.

how to create a stacked waterfall chart in excel

Widen the columns for better visualization.
➤ Select any series of the chart and Right-click.
➤ Choose the Format Data Series option.

modifying chart

On Format Data Series:
➤ Go to the Series Option and then lower the Gap Width value.

modifying chart

Gap Width was lowered from 150% to 26%.

modifying chart

This will be the final chart:

modifying chart

Change chart title to “Price Changes of product “X” from 2015 to 2021”.

how to create a stacked waterfall chart in excel

Read More: How to Create a Waterfall Chart in Excel


Practice Section

Practice using the table below:

practice


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Tanjima Hossain
Tanjima Hossain

TANJIMA HOSSAIN is a marine engineer who enjoys working with Excel and VBA programming. For her, programming is a handy, time-saving tool for managing data, files, and online tasks. She's skilled in Rhino3D, Maxsurf C++, MS Office, AutoCAD, and Excel & VBA, going beyond the basics. She holds a B.Sc. in Naval Architecture & Marine Engineering from BUET and is now a content developer. In this role, she creates tech-focused content centred around Excel and VBA. Apart from... Read Full Bio

2 Comments
  1. This method does not seem to work for negative increments, as it plots them below the x-axis.

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