Waterfall Chart Template

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Waterfall Chart Template

This waterfall chart template guides you step-by-step to construct a waterfall chart using raw data.

Here is a screenshot of the waterfall chart template:

Waterfall Chart Template Screenshot

Download the Free Template

Download the free Excel template now to advance your finance knowledge.

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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Financial Analyst certification curriculum


A well rounded financial analyst possesses all of the above skills!


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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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