In the world of commercial businesses and corporate organizations, all fields have tasks that require optimal performance and undivided attention. You need the right tools for the right job, whether you work for a dance studio, IT company, retail business, advertising agency, or vendor supplier. Because of this, there are plenty of tools and documents you can easily incorporate using your desktop computer. One such resource is a waterfall chart, which illustrates how an initial value increases or decreases over time. Waterfall charts work well for many purposes, from school assignments to board meetings. Are you in search of easy-to-use templates to expedite your waterfall chart? If so, we’ve prepared a collection of ready-made samples for you to download.

1.  Effective Use of Waterfall Chart

Details
File Format
  • PDF

Size: 59 KB

Download

2. Create a Waterfall Chart

Details
File Format
  • PDF

Size: 31 KB

Download

3. Cash Flow Waterfall Chart

Details
File Format
  • PDF

Size: 65 KB

Download

4. Building a Waterfall Chart in Excel

Details
File Format
  • PDF

Size: 53 KB

Download

What Is a Waterfall Chart?

In this day and age, you can find an endless number of different business industries. There are enterprises in food catering, SEO marketing, fashion design, pharmaceutical sales, and wedding photography, just to name a few. However, you need to incorporate suitable tools when carrying out specific tasks when working in any of these fields. You can implement a flowchart, dashboard, mind map, slideshow, or other resources depending on your given objective. If you’re outlining the positive or negative effects your data has on one or more values, consider using a waterfall chart. A waterfall chart displays the variance of values through a simple yet comprehensive stacked bar graph. Things like a revenue forecast, inventory cost, cash flow, profit growth, and attendance headcount are several examples of why you should use a waterfall chart. Putting together a waterfall chart can be tricky, so feel free to read our easy steps below.

How to Make a Waterfall Chart

1. Pick a Preferred Computer Program for Your Waterfall Chart

There are several key considerations to make when preparing a waterfall chart. To start, choose from various available software applications for your operating system. If you’re on Windows, you can purchase an installation or subscription for MS Word from Microsoft. If you’re a Mac user, you can set up a waterfall chart using Apple Pages or Apple Numbers. And if you’re constantly jumping between different OS platforms, opt for Google Docs on your web browser.

2. Prepare the Necessary Data for Your Waterfall Chart

A waterfall chart outlines how much your data positively or negatively affects a base value. This type of diagram is suitable for both academic and business tasks. When setting up each value category, align them side by side in the chart’s horizontal middle. Bar graphics in the upper half represent positive or added values, while bars in the lower half represent negative or subtracted values.

3. Make Your Waterfall Chart Easy for Anyone to Read

A waterfall chart’s comprehensive visuals are one of its main advantages. Start by making each graphical element distinct with color coding, ensuring readers have an easy time understanding your diagram’s content. To make your chart’s text readable, incorporate proper spacing, size, and colors. And add a legend that explains the meaning of different colors in your waterfall chart.

4. Expedite Your Waterfall Chart by Using a Sample

Are you unfamiliar with creating a waterfall chart from scratch? Are you short on time to make one? If so, streamline your drafting process by using a waterfall chart template. You can download a chart sample as a reference or a base.

FAQ

When should I use a waterfall chart in my visuals?

You can use a waterfall chart to explain a quantitative value’s gradual increment or decrement.

What is a waterfall forecast?

A waterfall forecast outlines projections at a period’s end and provides data for revising estimates.

Can I use Microsoft Excel to create a waterfall chart?

Yes, you can use MS Excel to create a waterfall chart.

Whether you’re a business owner, graduate student, or office manager, charts are invaluable when handling or processing data. And so, if you’re preparing a waterfall chart in a hurry, consider grabbing one of our PDF sample templates.

Related Posts