The Definitive Guide to Waterfall Charts

Webinar recording
The Definitive Guide to Waterfall Charts

Join our webinar to

learn all about waterfall charts,
get plenty of ideas on how to use them in your reports and presentations and
ensure you can create the perfect one in Excel with Zebra BI in just 1 click.

What's included

						
Full video recording

Excel examples used in the webinar

Enjoy & thank you for watching! Don't hesitate to reach out if you have any questions — write to us at support@zebrabi.com!

Presenter

Andrej Lapajne

Founder & CEO at Zebra BI

Watch the Video

Get Excel Example

You can download the Excel file with examples from the webinar.

Access the materials

(0:50) Charts with horizontal axis
(0:51) Example: The McKinsey Way
(2:36) Example: Waterfall chart planning – bridge chart
(4:10) Example: EBITDA
(5:56) Charts with vertical axis
(6:01) Example: EBIT – negative effects
(7:17) Example: Displaying costs – better overview of the structure
(8:48) Example: Pocket price/Pocket margin – multilevel calculations
(10:35) Example: Accounts receivable
(12:27) Example: Forecasting – Cashflow report
(16:01) Example: Multiplying charts – quarterly growth
(18:36) Example: Profit and loss statement – subcalculation reporting
(23:17) Short Profit & Loss statements
(24:42) Monthly variances and YTD value
(26:33) Displaying contributions – structure chart
(28:33) High information density report
(29:59) 2 Types of contribution analysis: Categories/Structure vs. variance
(30:39) Creating waterfall chart
(31:48) Inserting and editing category class column
(32:52) Editing chart style: Colors, shapes, labels
(37:00) Creating and editing bridge chart
(38:33) Adding comments
(38:56) Exporting charts to the PowerPoint
(39:43) Creating charts from transposed tables
(40:25) Growing charts: Inserting rows and columns
(41:57) Creating Profit & Loss Statement - subcalculations
(44:09) Specifying subtotal
(46:29) Aligning and scaling charts
(47:30) Creating multiple charts at once
(48:29) Editing style and layout of multiple charts
(50:04) Creating Cashflow statement: Using and editing layout templates
(53:50) Creating forecast charts
(54:50) Fitting charts to the layout
(55:45) Adding comments, titles and other remarks
(58:30) Zebra BI resources and social media presence
(59:23) Q & A

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