The Excel Waterfall Chart

Microsoft® Excel 2016 and higher offers the Waterfall Chart. The Waterfall Chart is also known as a bridge chart or a cascade chart. Typically, this kind of chart is used to see how positive or negative values in a data series contribute to the total. Here, the Waterfall chart is a data visualization technique to compare percentage net change for the current trading session of the 30 stocks in the Dow Jones Industrial Average®.

The sample spreadsheet available at the bottom uses two forms for the Waterfall Chart. The first form is simply detailing the percent net change for the sesssion listing the stock symbols in alphabetical order. The view gives a quick comparison of winners and losers.

Below you can quickly see that IBM is displaying the largest percent net change loss.

The above chart is using columns B (symbols) and column C (the percent net change).

Column A in the spreadsheet is ranking the percent net change found in column C. Column E is using VLOOKUP to return the symbols of the highest to lowest ranked percent net change stocks. Column F is using VLOOKUP to return the actual percent net change for the session from highest to lowest.

The chart below is showing the results of the ranked percent net change. Again, looking below the percent net change for IBM leaps out.

Requires CQG Integrated or QTrader. Requires Microsoft Office Professional Excel 2016, 2019, 32 or 64-bits installed on your computer, not in the Cloud.

Downloads

Disclaimer

Trading and investment carry a high level of risk, and CQG, Inc. does not make any recommendations for buying or selling any financial instruments. We offer educational information on ways to use our sophisticated CQG trading tools, but it is up to our customers and other readers to make their own trading and investment decisions or to consult with a registered investment advisor. The opinions expressed here are solely those of the author and do not reflect the opinions of CQG, Inc. or its affiliates.