Create a waterfall chart in everviz

Follow the steps in this article to create a waterfall chart in everviz.

Waterfall charts are great for seeing how the value of each category affects a running total. The value of the second category is plotted relative to the value of the first category. This means that if the first category’s value is 100 and the second category’s value is 200 then the first category is plotted as a bar from zero to 100 on the YU axis and the second category’s bar is plotted from 100 to 300. A third category with a value of -100 would then be plotted between 200 and 300 on the Y axis because it is plotted relative to the cumulative values of the first two categories.

The example we’ll create lets us see how the cumulative amount of funds accrued in a reserve account over the first half of a year. We’ll be able to see how the funds within the account have risen and fallen over the course of six months. The cumulative nature of the waterfall chart means we can quickly and easily see that the amount of money in the account is higher at the end of the half-year than at the start despite debits on the account. 

To create a waterfall chart:

  • Launch the project wizard and select Chart to launch the chart wizard
  • Select Waterfall from the Chart type section to the left of the chart wizard’s screen. Notice that the preview pane changes to reflect the chart type you’ve chosen
  • Click Next to move to the Data step where you can enter the data for your chart
  • Click the top-left cell (A1) in the data table and press CTRL+A to select all the data in it
  • Press the delete key to remove the example data
  • Copy this example data and paste it into the data table at the top-left cell (A1). You’ll see the newly added data reflected in the preview chart
  • Click Next to move to the Design screen where you can choose a theme for your chart. Click an available theme to see how it looks, or stick with the default theme
  • Click Next to move to the Text & Annotations screen where you can add contextual information to your chart, such as a title, axis labels and a caption
  • Click Next to move to the Save or Publish screen where you can save your chart for later amendment or use, or publish your chart
  • Alternatively, you can click the Continue in Editor button to edit the chart further with more granular options
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