Who is the Course for?
The audience for this course is anyone who is interested in creating impressive variations of the waterfall chart. You might be a Controller, Financial Analyst, Finance Manager responsible for creating management reports. Or you might just be interested to improve your Excel charting skills and learn advanced tricks to create impressive charts.
Major Course Components
In this series I show you different types and variations of Waterfall charts used in the business world. Many are familiar with the Standard Waterfall chart. However, I often get different requests by clients to slightly alter the Waterfall chart so it better fits their style and the way they’d like to report. For example, some questions are:
What to do when category labels for the horizontal axis are too long?
The deltas are too small in comparison to the start and finish totals. What to do here?
We’d like to have a vertical Waterfall chart / Bar Waterfall.
We want a dynamic connector that shows the difference between start and finish and shows the total difference in the middle.
By going through these lectures, you can see the possibilities and the process of arriving and getting to the end result. It will give you ideas and let you mix and match the techniques to get the outcome you want for your charts.
I’m going to make each of these from scratch and you can follow along with me in the workbook provided.