Enjoyed this video? Then subscribe to the channel right now, and watch the related video that explains what the financial terms EBIT, EBITA and EBITDA mean: kzbin.info/www/bejne/pHrQoWhnr76Wr5Y
@peasetill23 жыл бұрын
Wonderful presentation! Saved me on a Saturday when my boss called and asked me to do this!
@TheFinanceStoryteller3 жыл бұрын
Happy to help!!! Hope you got to enjoy the rest of the weekend.
@mhf68172 жыл бұрын
One of the clearest instructions I've seen on Waterfalls. Thanks!
@TheFinanceStoryteller2 жыл бұрын
Nice to hear that! Thank you very much. Have a great weekend.
@majinnhec3 жыл бұрын
Excellent little video! Straight to the point, simple explanation and provides two options. Well deserved thumbs up!
@TheFinanceStoryteller3 жыл бұрын
Thank you very much! Waterfall charts are awesome, enjoy using them. ;-) Here are some more Excel tutorials: kzbin.info/www/bejne/jWicYqqKmbmZmM0
@creativecookbook4 жыл бұрын
It was so nice that you showed the older format and the newer format
@TheFinanceStoryteller4 жыл бұрын
Thank you very much, Utkarsh! Happy to hear that.
@kayoo992 жыл бұрын
Thanks the latter versions of excel makes it very easy to do
@TheFinanceStoryteller2 жыл бұрын
You are welcome! Enjoy using it, Kayode!
@francizkou2 жыл бұрын
Thanks alot! I could understand the Set as Total was the part I was missing! Greetings from Mexico
@TheFinanceStoryteller2 жыл бұрын
Glad it helped! Greetings back from the Netherlands.
@dalvirrana6564 Жыл бұрын
thank you so much for this tutorial.... absolutely fantastic. 💯 your the man.
@TheFinanceStoryteller Жыл бұрын
Thank you for the kind words!!!! Enjoy using the charts.
@dalvirrana6564 Жыл бұрын
@@TheFinanceStoryteller I used your tutorial to make a waterfall chart. Showing how pricing will increase over next 2 quarters... with inflation, quarterly increases. He was super impressed. 👌
@TheFinanceStoryteller Жыл бұрын
Great to hear that. Amazing how some people switch off when they see a page full of numbers, but "get it" when there's an attractive visual presentation like a waterfall chart.
@johnreanernocum63553 жыл бұрын
Thank you, i was on a crunch to do this one and your video helped a lot. Thanks again
@TheFinanceStoryteller3 жыл бұрын
Happy to hear that, John! Enjoy using these charts, I think they are very nice.
@erickwalsh92584 жыл бұрын
I use these monthly. I wish this video was available when I was just starting out. Great job on the explanation!!
@TheFinanceStoryteller4 жыл бұрын
Thank you very much, Erick! Happy to hear that. Yeah, I should have made this video years ago.... ;-)
@saidbekhaled9280 Жыл бұрын
Brilliant Video Many thanks you make our life easy
@TheFinanceStoryteller Жыл бұрын
Happy to help! Enjoy using the charts.
@pyurewitch2 жыл бұрын
Super helpful!! Was able to quickly create several charts for executive level presentations. Many thanks for sharing!
@TheFinanceStoryteller2 жыл бұрын
Great to hear! It's wonderful to make this type of data "accessible" to executives. I learned to use them while working at General Electric, and have used them in many places since then.
@patricktang26643 жыл бұрын
Many thanks for sharing, I could not selected the whole "decrease" or "increase" to brush up new color...
@TheFinanceStoryteller3 жыл бұрын
You're welcome! It's not always easy to select the right item by clicking, try it on different devices.
@7sandip2 жыл бұрын
I have same problem
@corposlave50933 жыл бұрын
Thanks for this buddy. I encountered some challenges in creating waterfall chart in excel for Mac and this vid has enlightened me. Good job.
@TheFinanceStoryteller3 жыл бұрын
Great to hear that!!! Enjoy using the charts. :-)
@djackied9372 жыл бұрын
Thank you very much. That was very very helpful and clear.
@TheFinanceStoryteller2 жыл бұрын
Great to hear that, Djackie! Enjoy building and using them.
@alexkelly9055 Жыл бұрын
Brilliant video - really clear and told in an easy to follow way, thanks for your help!
@TheFinanceStoryteller Жыл бұрын
Wonderful to hear that. Waterfall charts are a powerful visual tool, and once you understand how they work, they are great to work with. Enjoy using them.
@mikeklimavicius5670 Жыл бұрын
@@TheFinanceStoryteller Just use the waterfall chart selection in Excel. Way easier now than maybe what it used to be.
@skeeterbodeen83266 ай бұрын
Thank You Buddy, you saved me in a Pinch....!!!!
@TheFinanceStoryteller6 ай бұрын
Happy to help! Hope the charts will be well received!
@skeeterbodeen83266 ай бұрын
@@TheFinanceStoryteller Hello, I do seem to have an issue where my "right-hand" side end point keeps changing from "set as total" to "free-floating". I have a dataset that get filtered to hide zero's and I think this is causing it to re-set each time... I may have to go back to "old" method.
@jlee82 жыл бұрын
Thank you so much! You’re a life saver.
@TheFinanceStoryteller2 жыл бұрын
You're welcome, Jenny! Enjoy using the charts. 🙂
@rvsubramaniam36433 жыл бұрын
Very nicely explained. Impressive. Never knew waterfall chart can be done so quick and attractive
@TheFinanceStoryteller3 жыл бұрын
Thank you! Enjoy using it!!!
@babyboo3236 Жыл бұрын
Excellent tutorial. Thanks!😊
@TheFinanceStoryteller Жыл бұрын
You're welcome! Enjoy using these wonderful graphs.
@shdemirci2 жыл бұрын
Your tutorial is great thank you. second one is easy to build, i prefer it :)
@TheFinanceStoryteller2 жыл бұрын
Thank you, Sinan! Reason for me to include both ways is that viewers might be on different versions of Excel. And yes, having the second one is delightful.
@Speissi873 жыл бұрын
Very Good Video! Definitely prefer the second option.
@TheFinanceStoryteller3 жыл бұрын
Good choice! Hope you will use it a lot!
@kellytoncar57663 жыл бұрын
Clear and concise. Thank you!
@TheFinanceStoryteller3 жыл бұрын
Nice to hear that, Kelly! Enjoy using them.
@donkahl63 Жыл бұрын
that was very helpful! thank you for making this video
@TheFinanceStoryteller Жыл бұрын
You are so welcome! I love those charts, and hope you will make frequent use of them.
@EnkhturDamdinjav3 жыл бұрын
Wonderful, thank you. As always, straight to the point and very very useful.
@TheFinanceStoryteller3 жыл бұрын
Yep, that's me! 😉 Thanks for the kind words.
@durdanetah2 жыл бұрын
Thank you!!! EXCELLENT VIDEO!
@TheFinanceStoryteller2 жыл бұрын
Glad it was helpful! 😊
@user-ts9ej6qb5i2 жыл бұрын
Thank you, man
@TheFinanceStoryteller2 жыл бұрын
Happy to help!
@jagdishagarwal41732 жыл бұрын
Loved it. Very simple. Thanks for posting and great explaination
@TheFinanceStoryteller2 жыл бұрын
Thanks for the kind words, Jagdish! Enjoy using the charts!
@yogeshkumarshankariya642 Жыл бұрын
Thanks a lot.
@TheFinanceStoryteller Жыл бұрын
Glad to help! Enjoy using the charts.
@mohammedsharaf56092 жыл бұрын
Thank you , this really helped a lot
@TheFinanceStoryteller2 жыл бұрын
Glad to hear it!
@josephl-h62473 ай бұрын
Thanks brother
@TheFinanceStoryteller3 ай бұрын
Happy to help!
@ErkWitz2 жыл бұрын
Thank you!
@TheFinanceStoryteller2 жыл бұрын
You're welcome!
@alexwebster902 жыл бұрын
Super helpful dude! Saved my bacon today
@TheFinanceStoryteller2 жыл бұрын
Glad I could help, Alex! Waterfall charts are the coolest thing, once you figure out how to make them. 🤓
@maudrew11306 ай бұрын
Thanks so much!! Very helpful!
@TheFinanceStoryteller6 ай бұрын
You're welcome! Happy to help!
@ravigoyal1866 Жыл бұрын
Thankyou for sharing fantastic video
@TheFinanceStoryteller Жыл бұрын
You're welcome! Happy to help!
@jorgeaguayoc Жыл бұрын
Good work! Thanks
@TheFinanceStoryteller Жыл бұрын
Glad you liked it! Enjoy using the graphs.
@rootsmanuel2 жыл бұрын
Excelent! Thank you very much for this.
@TheFinanceStoryteller2 жыл бұрын
Glad it was helpful! Enjoying using it!
@krsp774 ай бұрын
Very helpful
@TheFinanceStoryteller4 ай бұрын
Glad to hear that! Enjoy building the charts!!
@pelotongirl Жыл бұрын
Thank you!!! :)
@TheFinanceStoryteller Жыл бұрын
You're welcome! Happy to help.
@manojkumar-cc3hn6 ай бұрын
Thankyou!
@TheFinanceStoryteller6 ай бұрын
Enjoy using the charts! 😊
@chrislin40792 жыл бұрын
thank you !
@TheFinanceStoryteller2 жыл бұрын
You're welcome! Enjoy using the charts.
@yaroslavbarabanov60133 жыл бұрын
very thank you
@TheFinanceStoryteller3 жыл бұрын
You are most welcome 🙂
@ommm4169 Жыл бұрын
Awesome.. you’ve made it very easy 👍👍👍
@TheFinanceStoryteller Жыл бұрын
Thanks a lot 😊 Enjoy using the charts!!!
@Ghenesa2 жыл бұрын
Dude, fantastic video. Keep the good work!
@TheFinanceStoryteller2 жыл бұрын
Thanks, will do! 😎
@santoshsantu713810 ай бұрын
Thanks
@TheFinanceStoryteller10 ай бұрын
Welcome!
@natthanichalertsukhon3722 жыл бұрын
Thanks!!!
@TheFinanceStoryteller2 жыл бұрын
Welcome!
@danelotter52422 жыл бұрын
Super helpful thank you!
@TheFinanceStoryteller2 жыл бұрын
Great to hear that, Dane! Enjoy using the charts.
@chrazyman773 жыл бұрын
Very helpful, thanks.
@TheFinanceStoryteller3 жыл бұрын
Enjoying using it!!!
@nageshkulkarni80234 жыл бұрын
Thanks a lot for excellent video.
@TheFinanceStoryteller4 жыл бұрын
You are most welcome, Nagesh! Enjoying using the charts!
@traithofamily8553 Жыл бұрын
Excellent
@TheFinanceStoryteller Жыл бұрын
Thank you so much 😀 Enjoy using the charts.
@NFADYORMF3 жыл бұрын
helped me a lot, thanks man!
@TheFinanceStoryteller3 жыл бұрын
Glad to hear it! Enjoy using the charts!
@AnilDhundwal4 жыл бұрын
Thanks. It is explained very nicely to understand.
@TheFinanceStoryteller4 жыл бұрын
Glad it was helpful, Anil! Enjoy using it!
@asutoshnayak13913 жыл бұрын
Best explanation
@TheFinanceStoryteller3 жыл бұрын
Thank you! Enjoy using it.
@danaraki93563 жыл бұрын
Fantastic! Thanks for the video!
@TheFinanceStoryteller3 жыл бұрын
Glad you liked it, Dan! Enjoy using the charts, and please subscribe to the channel! 🙂
@PayongKaibigan4 жыл бұрын
This is very helpful... thanks a lot really
@TheFinanceStoryteller4 жыл бұрын
You're welcome, Payong! I think the waterfall charts are an excellent presentation tool, so I am happy to promote them.
@liammurphy2491 Жыл бұрын
Hi, thank you for the helpful video! I have a question with regards to the Total Bars, in your instance EBIT. Is it possible to have multiple sections of the total bar separately colour to demonstrate the composition of that Total? E.g. in your instance 100 EBIT might be 50 EBIT part sales, 50 EBIT services sales. Is it possible to have a single total line with this split out please?
@TheFinanceStoryteller Жыл бұрын
Hello Liam! Yes, I think that should be doable. Use the "Build a waterfall chart in any version of Excel" method that I discuss first in the video, rename column "Final" into "Final A", and insert a column "Final B" to the right of it. Same story with column "Initial": rename to "Initial A", and add/insert column "Initial B". As you are using a stacked column chart to create the waterfall chart in this method, you should be able to stack "Final A" and "Final B" on top of each other, and the same for "Initial A" and "Initial B", if there are values for all those cells. The trick is to add extra columns, not extra rows. Give it a go, and let me know if it works or not, as I have not tried it myself yet in Excel.
@phs19943 жыл бұрын
Helpful. Thank you.
@TheFinanceStoryteller3 жыл бұрын
You're welcome! Enjoy using it!!!
@john89094 жыл бұрын
Wow different type of vids. Love it
@TheFinanceStoryteller4 жыл бұрын
Thank you, John! Had this topic on the list for a while, and suddenly felt the urge to make the video. :-)
@sumanatalla49954 ай бұрын
I prefer the older one when I have overalaping data
@vyomps3 жыл бұрын
Thank you for saving me :)
@TheFinanceStoryteller3 жыл бұрын
Happy to help!
@tgohokar3 жыл бұрын
Helpful video, thank you!
@TheFinanceStoryteller3 жыл бұрын
You're welcome, Tejas! Enjoy using it.
@ahmadhassanbakr Жыл бұрын
Very efficient. Thanks for the video. Question: If the total is negative, the zero line gets diluted. How can I set the horizontal line crossing to be at zero value? Option does not show in the vetical axis formatting options.
@TheFinanceStoryteller Жыл бұрын
Thanks for the kind words! Did you try Format Axis - Axis Options - Reset?
@davideast62533 жыл бұрын
Great tip.. Just what i was after. Thanks :-)
@TheFinanceStoryteller3 жыл бұрын
Great to hear, David! Enjoy using the waterfall charts. 😎
@ankushzap Жыл бұрын
thks
@Mahatabhasan3 жыл бұрын
This is brilliant. thank you.
@TheFinanceStoryteller3 жыл бұрын
Glad you enjoyed it! Thank you for watching and commenting.
@wallthemart4 жыл бұрын
Oh god I was pulling my hair out couldn't figure out how to set totals. all the other videos used stacked columns and is such a hassle to set up
@TheFinanceStoryteller4 жыл бұрын
Agree! But once it works, it is awesome. :-) Hope the video helped to point you in the right direction.
@salimamouhoune7002 жыл бұрын
How to have values ? for exemple, volumes are in Tonnes, how did you turn it on value please ?
@TheFinanceStoryteller2 жыл бұрын
The graph will take the format of the source data. For example, if the source data has $ signs, then the graph will too.
@bhargavraj2094 жыл бұрын
Can u please make a series of lectures on financial modelling course and investment banking from scratch to end
@TheFinanceStoryteller4 жыл бұрын
Thank you for the suggestion, but that's not really my area of expertise. I am more of an "operational finance" guy....
@pnjwck4 жыл бұрын
Great explanation
@TheFinanceStoryteller4 жыл бұрын
Thank you, Panji! Enjoy using it. :-)
@MSPMr703 жыл бұрын
You adjusted the y-axis to start from 80. If one does not want to do that, but wants to kind of "cut" the y-axis and then continue it...how can that be done? This in case the difference between EBIT numbers vs plus and minus shifts is larger and I would like to start my Y-axis from zero
@TheFinanceStoryteller3 жыл бұрын
Hello Marko! Select the Y-axis in the graph, then right-click with your mouse, and select "Format axis" where you can set the minimum and maximum bounds, the point where the horizontal axis crosses, etcetera.
@Londoner373 жыл бұрын
what a nice dutch accent_:D but thanks, useful
@TheFinanceStoryteller3 жыл бұрын
Happy to help!
@chittreerungcharoen24132 жыл бұрын
I would prefer the new one than ex.... a lot much easier
@TheFinanceStoryteller2 жыл бұрын
Yeah, I was posting both to emphasize the difference. The new version also has its idiosyncrasies....
@chittreerungcharoen24132 жыл бұрын
@@TheFinanceStoryteller thank you for posting this VDOs
@asadiconsulting54873 жыл бұрын
Good stuff man, thank you!
@TheFinanceStoryteller3 жыл бұрын
You're welcome! Enjoy using it!
@DungPhan002 жыл бұрын
This is very helpful waterfall chart tutorial. I follow step and finish easily. Just one area I cannot do as per your guideline. This is the part to adjust the colors for each of legends from 5:38. When I click the legend "Increase" the columns of "Decrease" and "Total" are dim and only the columns of "Increase" are bright, however when I right click to choose color, it is applied to only the Legend area in stead of the columns themselves. Can you please help me? Thank you very much.
@TheFinanceStoryteller2 жыл бұрын
Glad it was helpful, Dung! The problem with adjusting the colors probably depends on the way you click on these sections. Have you tried this on different types of computer, and with different devices (mouse versus touchpad on laptop)?
@ryanvail68313 жыл бұрын
How do you remove the "Total" within the legend? Looking at only the new method if that matters. Thank you in advance.
@TheFinanceStoryteller3 жыл бұрын
Hi Ryan! I've played around with this as well. It seems to be an "all or nothing": either you show all three data labels (increase/decrease/total), or none at all. Just trying to delete one of the three doesn't seem to work.
@yaotiaosanyuan3 жыл бұрын
Hi there, it helps! just one quick question, i was not able to save customized new waterfall chart as a template, is this only my issue or anything to do with MS? thanks!
@TheFinanceStoryteller3 жыл бұрын
Hi! I don't know the answer to that, as I never uses templates....
@konstancyja824 жыл бұрын
Didnt realize the live became so much easier 😂
@TheFinanceStoryteller4 жыл бұрын
Yep! Some functionality is improving significantly.
@MSPMr703 жыл бұрын
Thanks for your reply. Yes, I know how to do those basic adjustments, but how to create broken Y-axis and broken bars, if the scale difference is very large between different bars I want to illustrate?
@TheFinanceStoryteller3 жыл бұрын
That turns out to be more complicated than I thought. A quick search led me to some examples of breaking the chart axis with adding a secondary axis in the chart, but that seems to be a lot of work. If I can find an easier way, I will make a video about it!
@epsilon90002 жыл бұрын
Great video. Can you show/explain how you format the chart to look like the initial ones shown in the video (grey background ones). Many thanks.
@TheFinanceStoryteller2 жыл бұрын
Hi! Thanks for the kind words. That initial graph came from an older version of Excel. Right-click the background area (just above or below any of the floating bars), format plot area - solid fill - grey.
@lidiacohen96903 жыл бұрын
Many thanks! Question- (5:46 inthe video), while cliking on the "increase/ decrease" to change colirs to the green and the red, I only have possibility to change the whole legend, not the small "increase/ decrease buttons.In your example you have three frsmes and I have only one for decr/ incr and total Could you advise please what do I do not correctly? Thanks🤔
@TheFinanceStoryteller3 жыл бұрын
Hi Lisinta! I think I have experienced the same issue at first. If I get "stuck" in that step, I always click elsewhere in the Excel sheet (for a "fresh start"), then click (left mouse button) on the chart, then click again on the legend, then click again on individual titles like "increase". It often takes multiple clicks to get there.... Hang in there!
@tracigriffin48193 жыл бұрын
@@TheFinanceStoryteller I have the same issue and have tried over and over and can not select just increase or decrease
@TheFinanceStoryteller3 жыл бұрын
@@tracigriffin4819 Hi Traci! The trick is in the variation of your click speed. Try it preferably on various devices (mouse, buttons on laptop touchpad) to get the "feel" for it.
@tracigriffin48193 жыл бұрын
@@TheFinanceStoryteller that worked. Thank you so much!!
@TheFinanceStoryteller3 жыл бұрын
@@tracigriffin4819 Happy to hear that, Traci! :-)
@PayongKaibigan4 жыл бұрын
I had a problem changing the color for increases and decreases because it is changing just then color of the legend... so i change it one by one hahaha
@TheFinanceStoryteller4 жыл бұрын
Trust me, I've been there. It took a few practice rounds before I made the video. ;-) Hopefully the outcome was worth the work!
@keysersoze15003 жыл бұрын
@@TheFinanceStoryteller i have the same problem. i can't change the color of the total/increase/decrease like you show. it is changing the color of the legend and not the bars. I'm using excel 2016. is that the problem?. thanks!
@TheFinanceStoryteller3 жыл бұрын
Hi David! As far as I know, the functionality is the same between the Excel 2016 and 2019 versions. Clicking the object can be challenging.... If I get "stuck" in that step, I always click elsewhere in the Excel sheet (for a "fresh start"), then click (left mouse button) on the chart, then click again on the legend, then click again on individual titles like "increase". It often takes multiple clicks to get there.... Hang in there! The trick is in the variation of your click speed. Try it preferably on various devices (mouse, buttons on laptop touchpad) to get the "feel" for it.
@keysersoze15003 жыл бұрын
@@TheFinanceStoryteller Hi Storyteller. it still doesn't work. I get to click the individual title but when I change the color it is changing the legend area color and not the title color and its related bars for some reason...thanks!
@Nuggets_Of_Dino3 жыл бұрын
I prefer the newer way because there's less data preparation
@Jochemdcvc10 ай бұрын
Ik ruik Nederlands
@TheFinanceStoryteller10 ай бұрын
Jazeker! :-)
@muhndmom75134 жыл бұрын
How come you are explaining how to create the waterfall from completed Waterfall !!!! kindly Remake the video with Starting from Zero so we could know how did you do it !
@TheFinanceStoryteller4 жыл бұрын
Kindly fastforward to 02:45 in the video where I do exactly that.
@jat1963 Жыл бұрын
Very useful - thank you!
@TheFinanceStoryteller Жыл бұрын
Happy to hear that! Enjoy using the charts.
@beckygrant66184 жыл бұрын
Very helpful, thank you!
@TheFinanceStoryteller4 жыл бұрын
Great to hear that, Becky! Glad it was helpful! Enjoy building your charts!