Waterfall Chart Template Excel 2013

If you are looking for a way to visualize and analyze financial data, a waterfall chart template in Excel 2013 can be a great tool. This type of chart is commonly used in finance and accounting to show the cumulative effect of positive and negative values over a period of time. In this article, we will explore the benefits of using a waterfall chart template in Excel 2013 and provide you with some sample templates to get started.

Benefits of Using a Waterfall Chart Template

1. Clear visualization: A waterfall chart provides a clear and concise visualization of how different factors contribute to a total value. It allows you to easily identify the major drivers of change and understand the overall impact.

2. Highlighting trends: With a waterfall chart, you can easily identify trends and patterns in your data. By grouping positive and negative values together, you can see how they add up and affect the final outcome.

3. Comparing scenarios: A waterfall chart allows you to compare different scenarios side by side. You can easily see the impact of changes in variables and understand how they affect the final result.

4. Communicating insights: Waterfall charts are great for presenting data to stakeholders or clients. They provide a visual representation of complex information in a simple and easy-to-understand format.

Sample Waterfall Chart Templates in Excel 2013

1. Monthly Sales Performance

This template allows you to track the monthly sales performance of your business. You can easily see how different factors such as revenue, expenses, and discounts contribute to the overall sales figure.

2. Project Budget Breakdown

If you are managing a project, this template can help you track and analyze the budget breakdown. It allows you to see how different expenses, such as labor, materials, and overhead costs, add up and affect the project’s total budget.

3. Profit and Loss Analysis

This template is useful for analyzing the profit and loss statement of a business. It helps you identify the major drivers of profit and loss and understand the overall financial performance.

4. Cash Flow Forecast

If you want to forecast your cash flow, this template can be a valuable tool. It allows you to track different sources of cash inflow and outflow and see how they affect the overall cash position.

5. Investment Portfolio Analysis

This template is designed for analyzing investment portfolios. You can easily see how different investments, such as stocks, bonds, and real estate, contribute to the overall portfolio performance.

Frequently Asked Questions (FAQ) about Waterfall Chart Template Excel 2013

1. How do I create a waterfall chart in Excel 2013?

To create a waterfall chart in Excel 2013, you can use the built-in waterfall chart template or create one from scratch using the charting tools. Simply enter your data into a spreadsheet, select the data range, and choose the waterfall chart option from the charting menu.

2. Can I customize the appearance of a waterfall chart in Excel 2013?

Yes, you can customize the appearance of a waterfall chart in Excel 2013. You can change the colors, fonts, labels, and other chart elements to match your preferences or corporate branding.

3. Can I add additional data series to a waterfall chart in Excel 2013?

Yes, you can add additional data series to a waterfall chart in Excel 2013. This allows you to compare multiple scenarios or track different factors side by side.

4. Can I use a waterfall chart template for non-financial data?

Yes, you can use a waterfall chart template for non-financial data. Waterfall charts are versatile and can be used to analyze any type of data where you want to show the cumulative effect of positive and negative values.

5. Can I export a waterfall chart from Excel 2013 to other file formats?

Yes, you can export a waterfall chart from Excel 2013 to other file formats such as PDF or image files. Simply choose the export option from the file menu and select the desired file format.

Tags: Waterfall chart, Excel 2013, Financial data, Visualization, Analysis, Templates, Trends, Scenarios, Insights, FAQ