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#Google sheet waterfall chart how to

You can do this by clicking and dragging with your mouse.Īfter your data is selected, go to the “Insert” tab in the ribbon at the top of the screen and click on the “Waterfall” chart type. Once you understand the data, you need to select it by highlighting it. You should have a set of numbers that contribute to the overall value, with some numbers that increase the value and some decreasing it. The first step in making a waterfall chart is understanding the data you want to represent.

#Google sheet waterfall chart how to

Add a final ‘Subtotal’ bar that shows the difference between what you earned and what you spent.Microwave Magic: How to Make the Perfect Brownie in Minutes.

Change the colors of the bars within the chart.

I’ve replicated almost all the functionality of the Google Sheets version of this template. Yes, please, and please provide feedback on any issues you encounter and/or suggestions on how to make improvements! Notes Is it ok for others to copy, use, and modify your workflow? You can also change the ‘View By’ dropdown in B6 to change between Categories and Groups.

All - Period starts on the date of your oldest transaction and extends until now.

The period starts the number of days you entered before now, and extends until now.

Number of Days - After selecting this period, B5 will become visible so you can enter a number.

Previous Year - Period starts on the first day of last year and extends until the last day of last year.

Since Start of Year - Period starts on the first day of the current year and extends until now.

Previous Month - Period starts on the first day of last month and extends until the last day of last month.

Since Start of Month - Period starts on the first day of the current month and extends until now.

Since Last Sunday - Period starts on the most recent Sunday and extends until now.

Period starts on the date of the second transaction with a description that contains R3, and extends until the day before the first transaction with a description that contains R3.

Previous Paycheck - Enter your paycheck ‘Description’ in R3 (either the entire description or a unique portion).

Period starts on the date of the first transaction with a description that contains R3, and extends until now.

Current Paycheck - Enter your paycheck ‘Description’ in R3 (either the entire description or a unique portion).

Note that the ‘Paycheck’ options will be most useful for those with a single major pay source.

If you don’t enter the description of your paycheck transactions in R3, the paycheck options in the Period dropdown won’t work. You can change if you’re viewing by category or group using the ‘View By’ dropdown. You can change the period of time you’re seeing transactions from using the ‘Period’ dropdown. If you’d like to use the Payroll period option that is explained below, enter the description you use for your Paycheck (or a portion of it) in cell R3. (The instructions are for the desktop version of Excel, the web version is not recommended for the installation but does work once the Account Reconciliation sheet is installed.)Īt this point your new template should be functional and linked to your local workbook’s data. Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data.When referencing a sorted query, the chart uses vertical bars showing how your income was generated, and then a cascade of increasingly larger subtractions for each category or group, with a subtotal at the end showing the difference between your income and expenses. A waterfall chart shows how values add or subtract from a starting value. While figuring out how to do that, I stumbled across the ‘Waterfall’ chart type, included in Google Sheets. Pie charts and Bar charts are OK for comparing categories to each other, but I wanted to include how expenditures fit within earnings. To help her understand where our money is going, I need to provide visuals. How did you come up with the idea for your workflow?