In the Move Chart dialog, you have 2 options: Please keep in mind you need to right-click in an empty place in chart area to see this option. To open the Move Chart dialog you can click its icon in the Design tab or in the right-click menu for the chart itself. If you need to move your chart into a new sheet or another sheet, use the Move Chart dialog. Switch Row/Column button in Chart Design tab is disabled.Ĭharts are created in the same worksheet as the selected data. However, this is not the case for Waterfall charts. If your data is designed in reverse order, you can normally easily shift the labels with a single click. Here are some examples:Įxcel assumes that vertical labels are categories, and horizontal labels are data series by default. You can find styling options in the Design tab or in brush icon of Chart Shortcuts. Waterfall Chart Customizing Tips Preset Layouts and Styles The Format tab provides more generic options that are common with other objects.īriefly the chart tabs in the Ribbon is the only place where you can find all options that are mentioned before. While the Design tab contains options to add elements, apply styles, modify data, and modify the chart itself. You can see these chart-specific tabs under Design and Format. Whenever you activate a special object, Excel adds new tab or tabs to the Ribbon. For example in the following image, the mouse is on the Axis Titles item and we can see the labels on our chart. You can add/remove elements, apply predefined styles and color sets and filter values with a few clicks.Īnother handy feature is that you can see the effects of your selections on the fly, without actually applying them. In Excel 2013 and newer versions, charts display shortcut buttons. For example F ormat Plot Area… in the following image.Ĭhart Shortcuts (Plus and Styles Buttons) To display the side panel, choose the options which starts with Format string. You can modify basic style properties, like changing colors, delete items, or activate the side panel for more options. Right-clicking an element displays context menu with advanced options. Side panel includes element specific options, as well as some generic ones, like coloring and effects. Please keep in mind that, once the side panel is open, you don't need to double-click again - selecting the next item on the chart area will switch the options menu to that item. Double-Clickingĭouble-clicking on any item pops up side panel of Excel which provides options for the selected element. Let's take a look at some of these options. Customize a Waterfall Chart in Excel Ways of customizing a waterfall chart Let's now take a look at some further customization options. Click the Waterfall chart to create your chart.Ĭlicking the icon inserts the default version of the chart. Include the data label in your selection for it to be recognized automatically by Excel.Īctivate the Insert tab in the Ribbon and click on the Waterfall Chart icon to see the chart types under category. Legend: The legend is an indicator that helps distinguish data series from one another. Horizontal Axis: The axis that contains the categories of the data, also known as the x-axis.Vertical Axis: The axis representing the measured values, also known as the y-axis.Each column starts where previous column ends. A waterfall chart visualizes values as columns. Plot Area: This is where the graphic representation takes place.In this guide, we’re going to show you how to create a waterfall chart in Excel.Ī waterfall chart mainly consists of 5 sections: The values can be distributed either time-based or category-based. A common scenario is to display the cumulative effect of income and expenses on net income. A waterfall chart is a data visualization tool that shows how positive or negative values in a data series change in a sequential manner.
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