![]() This method may seem a little complicated. But there is a way around doing that using the Stacked Column Chart. Unfortunately, there is no direct way to create a Waterfall Chart in Excel 2013 and earlier versions. Create a Cash Flow Waterfall Chart in Excel 2013 and Earlier Versions Read More: Create Cash Flow Statement Format with Indirect Method in ExcelĢ. So don’t get frustrated if you can’t format this chart like other chart types. Note: The Waterfall Chart type has limited formatting options. You can do the same to the Start column also as it is merely the total balance at the start. Finally, the Total column will look as follows.Now right-click on that column and select Set as Total as follows.This will select that column and all other columns will become blurred out. So, triple-click on that column or click twice (not double-click) to select it. In this case, the End column contains the total cash flow of the year. This is because you haven’t yet set any column as Total.But no column in the chart has that color indicating that the chart is not showing the Total. Now, notice that the “Total” Legend is visible at the top of the chart.What to Do If the “Set As Total” Column Is Not Showing in Cash Flow Waterfall Chart After that, the columns will become wider. Then reduce the Gap Width as required.Right-click on any column and select Format Data Series to do that. Another way to make the labels fit properly is by making the columns wider.Now, you can set the decimal places to 0 and remove the $ symbol if you want to make the labels shorter.So, right-click on any data label and select Format Data Labels. Now, notice that the Data Labels are not properly visible.You need to select the chart to access those options. Alternatively, you can use the Chart Design and the Format tabs to do that. Then enable Axis Title using the Chart Element menu at the top-right corner of the chart and rename them. For example, click on the Chart Title and rename it as desired. After that, you need to format the chart as required to make it more presentable.Next, you will get the following waterfall chart for the cash flow dataset.Then go to Insert > Insert Waterfall, Funnel, Stock, Surface, or Rudder Chart > Waterfall as shown below. It is extremely easy to create a cash flow waterfall chart in Excel 2016 and later versions due to the newly added Waterfall Chart type.įollow the steps below to be able to do that. Create a Cash Flow Waterfall Chart in Excel 2016 and Later Versions The End row has the total of the rows above.įollow the methods below to create a waterfall chart in Excel 2016 and later versions, and also in Excel 2013 and earlier versions.ġ. The numbers in brackets indicate a negative value. Suppose you have the following dataset containing the monthly cash flows within a year. 2 Ways to Create a Cash Flow Waterfall Chart in Excel ![]()
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