Forum Discussion
Waterfall Table
Hi! I'm having trouble figuring out how to create a waterfall table in excel. I kind of have the logic down but I'm not sure how to incorporate the data. In the attached file, I have the tab Formula,...
If you can't attach a file the suggestion is to upload the file to a cloud account like OneDrive or DropBox and share it. If that fails you can PM it to some that can post and they can post it here (e.g. me).
I don't know the format you have but would suggest 2 'master' tables/tabs. 1 tab for all the forecasted numbers and 1 tab for all the actual numbers. Then you waterfall would have a formula like (in pseudo code): If the count of lines on actual tab that have date > date at top of this column then 'waterfall' based on numbers on actual, otherwise use projected tab.
BTW please also include what version of Excel you are using as if you are using 365 we can give better options including newer functions like LET, FILTER, LAMBDA, etc...