How to Create the Dreaded Waterfall Chart

Somewhere along the line, we’ve all been asked to create an Excel waterfall chart for a Board or management presentation. Waterfall charts are a very “simple” and powerful visual method to present year-over-year changes or whatever time period you are measuring. Presenting variances via a bunch of numbers on a spreadsheet can fail fast if you are not talking to other spreadsheet jockeys.

I am not going to take you step-by-step through my process to build a waterfall chart in Excel but cut straight to the chase and have you download the Excel template below. It is set up with two examples, so that you can modify for your own needs.

Download from TheSaaSCFO.com. Please let me know what you think.