The main problem people come across when working with Waterfall charts in Excel is that they cannot handle negative values. When a negative value is entered it appears below zero destroying your clever Waterfall chart.

Now there are a few utilities on the market that can help you create a Waterfall chart in a snap. But you don’t need these if you know how to work with them.

This tutorial comes from a video I watched of Bill Jelen explaining how to create Waterfall charts. This video can be seen below.

This is the best Waterfall chart tutorial I have seen. I found it easy to follow, very useful, and therefore wanted to share it with you guys.

The image below show the layout of the Waterfall chart data with the formulas shown so that you can see how it all works.