When to use a waterfall chart (and how to make one)
12.5 هزار بار بازدید -
7 ماه پیش
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If you work in a
If you work in a data-heavy career like consulting or finance, you’re probably familiar with Waterfall charts. But what you might not know is how to use them.
Generally speaking, they’re good in two situations.
The first is when you want to show how to get from one value to another. In this chart from Booz Allen they show where their margins are now, and where they’d like their margins to be in 4 years. And by putting this in a waterfall chart they’re able to clearly show the path to get there.
The second situation is when you want to provide a breakdown of values. This chart from BCG shows how Ford contributes to US GDP. If they wanted to, they could have put this data into a single stacked column, or even a pie chart, but by putting it in a waterfall chart like this, they’re able to emphasize each individual category.
The easiest way to build a waterfall chart is with a tool like Ampler or Think-Cell. But you can also build them in Excel pretty easily too. Just add your data into a table, select Waterfall from the charts menu, then click on your total column and select “Set as Total”.
Waterfall charts don’t work in all situations, but when you use them correctly, they can be really effective.
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ABOUT US
At Analyst Academy, we teach high-value consulting skills found at the world's top consulting firms. Our clients include small businesses, Fortune 500 companies, universities, and individual students in 100+ countries around the world. Each of our courses combine years of knowledge from high-performing consultants into highly engaging lessons packed full of best practices, time-saving tricks, and some of the industry's best kept secrets. Our downloads, courses, and articles are all inspired by best practices from the consulting industry. Learn more at https://www.theanalystacademy.com
All views expressed on this channel are that of Analyst Academy LLC and its employees. Any materials mentioned or shown have been obtained through publicly available sources (e.g. firm or client website).
#powerpoint #presentations #consulting #datavisualization
Generally speaking, they’re good in two situations.
The first is when you want to show how to get from one value to another. In this chart from Booz Allen they show where their margins are now, and where they’d like their margins to be in 4 years. And by putting this in a waterfall chart they’re able to clearly show the path to get there.
The second situation is when you want to provide a breakdown of values. This chart from BCG shows how Ford contributes to US GDP. If they wanted to, they could have put this data into a single stacked column, or even a pie chart, but by putting it in a waterfall chart like this, they’re able to emphasize each individual category.
The easiest way to build a waterfall chart is with a tool like Ampler or Think-Cell. But you can also build them in Excel pretty easily too. Just add your data into a table, select Waterfall from the charts menu, then click on your total column and select “Set as Total”.
Waterfall charts don’t work in all situations, but when you use them correctly, they can be really effective.
=============================================
📣 FREE STUFF
1-Month Ampler Subscription* ☞ https://bit.ly/3tFq4Ze
SlideStart (Slide Database) ☞ https://bit.ly/3HctLIM
Slide Building Course ☞ https://bit.ly/3v5vcCZ
Umbrex Template ☞ https://bit.ly/3S7dxar
🏆 COURSES
Presentation Design Course ☞ https://bit.ly/3UJJi88
Data Visualization Course ☞ https://bit.ly/3TKt11s
PowerPoint Speed Course ☞ https://bit.ly/3hOxjaM
Courses for Teams ☞ https://bit.ly/3H4YSGv
🎬 VIDEOS
The 5 Most Popular Consulting Slides ...
Why McKinsey uses blue, and other col...
How I redesigned 3 McKinsey slides (a...
How McKinsey creates million dollar c...
🚀 MORE STUFF
Follow us on Instagram ☞ https://bit.ly/3H7S3ny
Connect on LinkedIn ☞ https://bit.ly/41T7SIk
Paul's LinkedIn ☞ https://bit.ly/3tyAOsr
*Affiliate relationship
=============================================
ABOUT US
At Analyst Academy, we teach high-value consulting skills found at the world's top consulting firms. Our clients include small businesses, Fortune 500 companies, universities, and individual students in 100+ countries around the world. Each of our courses combine years of knowledge from high-performing consultants into highly engaging lessons packed full of best practices, time-saving tricks, and some of the industry's best kept secrets. Our downloads, courses, and articles are all inspired by best practices from the consulting industry. Learn more at https://www.theanalystacademy.com
All views expressed on this channel are that of Analyst Academy LLC and its employees. Any materials mentioned or shown have been obtained through publicly available sources (e.g. firm or client website).
#powerpoint #presentations #consulting #datavisualization
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