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This waterfall chart template guides you step-by-step to construct a waterfall chart using raw data.
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A waterfall chart is a great way to visually show the effect of positive and negative cash flows on a cumulative basis. In Excel 2016, there is a built-in waterfall chart option so it is a very simple and quick process. If you’re working in Excel 2013 or earlier version, you will have to build your own waterfall chart using the stacked column chart feature.
Step 1 – Create a Data Table With 7 Columns
In order to build your own waterfall chart, you first have to organize your data into a table.
Step 2 – Build the Waterfall Chart Using Up/Down Bars
Use the Up/Down Bars feature in charts to create the foundation of the waterfall chart.
Step 3 – Add Data Labels to the Bars and Columns
Use the Column Data Label Position to define the position of the data labels.
Step 4 – Insert Connectors Between Each Bar Using Error Bars
Use the Error Bars feature in charts to show changes between each Up/Down bar.
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Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.
A well rounded financial analyst possesses all of the above skills!
Additional Questions & Answers
CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.
In order to become a great financial analyst, here are some more questions and answers for you to discover:
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