> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/governed-dashboards-6/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/governed-dashboards-6/charts-gallery/charts/waterfall-chart.md).

# Waterfall Chart

A Waterfall Chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values. The waterfall chart is also known as a flying bricks chart or Mario chart due to the apparent suspension of columns (bricks) in mid-air. The Waterfall Chart is used to show how an initial value is increased and decreased by a series of intermediate values, leading to a final value.

## **Best Situations to Use Waterflow chart**

To show incremental changes in the values over time.

### **Default Chart Image**

<figure><img src="https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FcdYAsZbEoljokyxgRgAM%2Fwaterfall_default.png?alt=media&#x26;token=2d151cec-4b62-4f27-bf21-8b755c285bed" alt=""><figcaption></figcaption></figure>

## **Properties of the Waterfall Chart**

### **General**

The General Properties panel allows you to modify the core attributes of the Bar chart. Here are the fields available:

* **Component Name**: Set a unique name for the component identification. This field contains an auto-generated name indicating the sequence of the component in the dashboard.
* **Left**: Specify the left position coordinate of the chart component on the canvas.
* **Top**: Indicate the top position coordinate for the chart placement.
* **Height**: Set the height of the chart to determine its vertical size.
* **Width**: Adjust the width of the chart to control its horizontal dimension.
* **Initial Visibility**: Enable to ensure the chart appears during the initial preview.
* **Max Button**: Enable or disable the max button to allow users to maximize the chart for a more detailed view.
* **Color From Drill**: Enable this option to choose whether the colors displayed should derive from drill-down operations.
* **Base Type**: Select the base type for bar categorization in the chart.
* **Positive Color**: Select the color representing positive values in the chart, making it visually distinct and easy to identify growth or profit.
* **Negative Color**: Choose the color for negative values, highlighting losses or decreases consistently.
* **Total Color**: Define the color for the total value, ensuring it stands out distinctly from individual positive or negative values.
* **Net Column Name**: Specify the column name representing the calculated net values, allowing for clear identification and understanding of the presented data.
* **Bar Size**: Configure the size of each bar to adjust spacing and appearance.

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/ZEjexdfdVG1FkcLMwoQy/image.png" alt=""><figcaption></figcaption></figure>

### **Tooltip**

* **Show Tool Tip**: The user can show the series description and get the tooltip by clicking the ***Show Tool Tip*** option.
  * The ***Tool Tip Configuration window*** opens.
  * Select any ***Tool Tip*** option. The supported Tool Tip options are None and  Default.
  * Click the ***Save*** option.

&#x20;             ![](https://2748020991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3b0OCsxHg64sEwjM1HIh%2Fuploads%2FUhRD8iMZTDEDvQXsrpPb%2Fimage.png?alt=media\&token=90faef76-231a-4d29-aa36-0116593cd345)

* **Background Color**: Set the background color for the tooltip box to enhance readability.
* **Opacity**: Adjust the transparency level of the tooltip background.
* **Border Color**: Define the color of the border surrounding the tooltip box.
* **Tooltip Font Size**: Specify the font size for the text displayed in the tooltip.
* **Box Width**: Determine the width of the tooltip box for optimal presentation.
* **Precision**: Set the number of decimal places to show in the tooltip for numerical values.&#x20;
* **Highlighter**: Toggle the highlighter to emphasize specific data points on the chart, drawing user attention to crucial information.&#x20;

&#x20;       ![](https://2748020991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3b0OCsxHg64sEwjM1HIh%2Fuploads%2FVIiiRHvo0Tex3Gc2BYOy%2Fimage.png?alt=media\&token=27e67346-e368-4412-b2fe-6d7ba92ba9b2)

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> To use the Custom option for the Tool Tip configuration, please refer to the* [***Tooltip (Default & Custom)***](/governed-dashboards-6/configurations/tooltip-default-and-custom.md) *page.*
{% endhint %}

### **Background**

* **Gradient Rotation**: Adjust the angle of the gradient applied to the background, allowing for a dynamic visual transition between colors.
* **Opacity**: Set the transparency level of the background, ranging from fully opaque to completely transparent.
* **Gradient**: Enable or disable gradient colors in the background for depth and visual appeal.&#x20;
  * Click the ***Gradient*** icon to access the ***Background gradient colors*** dialog box.
  * Click the ***Add Color*** option to add multiple colors.
  * Click the **Save** option to apply the selected background colors.  ![](https://2748020991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3b0OCsxHg64sEwjM1HIh%2Fuploads%2FqpHnNTI8OvYY3rJdjAzy%2Fimage.png?alt=media\&token=98d92745-0658-4717-aed0-3d82b4bcaa7d)
* **Border**: Define the width of the border surrounding the pyramid chart.
* **Border Color**: Select the color for the chart's border, enhancing its visibility and aesthetics.
* **Border Radius**: Round the corners of the chart's border for a softer, more modern appearance.
* **Shadow**: Enable a shadow effect for the background to add dimension and focus to the chart.
* **Shadow Color**: Choose the color of the shadow cast.
* **Shadow Transparency**: Adjust the transparency level of the shadow to control its prominence and intensity.&#x20;

&#x20;      ![](https://2748020991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3b0OCsxHg64sEwjM1HIh%2Fuploads%2FaQPy6cxqwzRx1tS6rZg4%2Fimage.png?alt=media\&token=d8c03633-d2da-45ad-bab7-5309b73d9865)

### **Title**

* **Title Box Color**: Choose the background color for the title box.
* **Show Title Box**: Enable or disable the display of the title box on the chart.
* **Show Title**: Enable or disable the display of the title text.
* **Title Bar Height**: Set the height of the title bar.
* **Description**: Add the title text.
* **Font Color**: Select the color of the title text.
* **Font Size**: Specify the size of the title text.
* **Font Style**: Choose the font style (e.g., italic or normal).
* **Font Weight**: Set the weight (boldness) of the font. The supported options are Normal, Bold, 300, 600, and 900.&#x20;
* **Font Family**: Choose the font family for the title text from the given choices.
* **Align**: Align the title text (e.g., left, center, right).
* **Text Decoration**: Apply text decorations (e.g., underline) to the title text.
* **Show Dataset Description**: Enable or disable the dataset description in the title. &#x20;

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/DfQcNp7L8xtoKbvZa2KW/image.png" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The Title will be added from the mapped dataset by enabling the Show Dataset Description option.* &#x20;
{% endhint %}

### **Subtitle**

The user can customize the Subtitle properties which include:

* **Show Subtitle**: Toggle this option to display or hide the subtitle.
* **Description**: Add a custom description for the subtitle.
* **Font Color**: Change the color of the subtitle text.
* **Font Size**: Adjust the size of the subtitle text.
* **Font Style**: Apply styles such as italics to the subtitle.
* **Font Weight**: Modify the thickness of the subtitle text, e.g., bold.
* **Font Family**: Select the font type for the subtitle.
* **Align**: Align the subtitle text (left, center, or right).
* **Text Decoration**: Add elements like underline or overline to the subtitle text. &#x20;

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/xqzGxOzXX0Rk2aocsuBA/image.png" alt=""><figcaption></figcaption></figure>

### **X-Axis**

* **Show X-Axis Line**: Toggle the visibility of the x-axis line.
* **X-Axis Line Color**: Select the color for the x-axis line.
* **Label Font Color**: Set the color of the x-axis labels.
* **Label Font Size**: Adjust the font size used for x-axis labels.
* **Label Font Style**: Choose the style (e.g., italic, oblique) for label text.
* **Label Font Weight**: Define the thickness of the label text.
* **Label Font Family**: Select the font type for the labels.
* **Label Decoration**: Add text decorations such as underlining to labels.
* **Label Rotation**: Specify the angle for rotating x-axis labels.
* **Tilted Label**: Enable this to tilt labels for better visibility.
* **Description**: Provide a brief description or title for the x-axis.
* **Font Color**: Pick a color for the x-axis text elements.
* **Font Size**: Change the overall size of text on the x-axis.
* **Font Style**: Set the text style for x-axis elements (e.g., normal, italic).
* **Font Weight**: Modify the boldness of the text on the x-axis.
* **Font Family**: Define the typeface for text along the x-axis.
* **Text Decoration**: Apply decorative styles like underlining to x-axis text.
* **Category Tick Marks**: Control the appearance and frequency of tick marks on the x-axis.
* **Marker Color**: Choose a color for the markers along the x-axis.
* **Show Dataset Description**: Enable or disable the dataset description for the X-Axis. ![](https://2748020991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3b0OCsxHg64sEwjM1HIh%2Fuploads%2FkoHqRXlQMBBXLHfS7d5L%2Fimage.png?alt=media\&token=4398ff8c-9418-4bd4-9524-682781b85872)

### **Y-Axis**

* **Show Y-Axis Line**: Toggle the visibility of the Y-axis line.
* **Y-Axis Line Color**: Select the color for the Y-axis line.
* **Label Font Color**: Choose the font color for Y-axis labels.
* **Label Font Size**: Specify the size of the font for Y-axis labels.
* **Label Font Style**: Set the style (e.g., italic) for Y-axis labels.
* **Label Font Weight**: Determine the weight (e.g., bold) for Y-axis label fonts.
* **Label Font Family**: Choose the font family for Y-axis labels.
* **Label Decoration**: Add decorations (e.g., underline) to Y-axis labels.
* **Description**: Add a description for the Y-axis.
* **Font Color**: Specify the color of the Y-axis text.
* **Font Size**: Set the font size for the Y-axis text.
* **Font Style**: Choose the font style (e.g., italic) for Y-axis text.
* **Font Weight**: Determine the weight (boldness) of the Y-axis text.
* **Font Family**: Select the font family for the Y-axis text.
* **Text Decoration**: Add text decorations (e.g., underline) to the Y-axis labels.
* **Show Dataset Description**: Enable or disable the dataset description for the Y-Axis.&#x20;

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/jZQb01i0RQ9ykSuHYS7a/image.png" alt=""><figcaption></figcaption></figure>

### **Legend**

The users can enable the internal legend if they want to show it and customize the font size, color, style, etc. for the enabled legend.

* **Show Legend**: Toggle the visibility of the chart legend.
* **Font Color**: Choose the font color for the legend text.
* **Font Weight**: Determine the weight (boldness) of the legend text.
* **Font Size**: Specify the size of the font for the legend text.
* **Font Family**: Select the font family for the legend text.
* **Font Style**: Choose the font style (e.g., italic) for the legend text.
* **Text Decoration**: Add text decorations (e.g., underline) to the legend text.
* **Hide on Load**: Determine if the legend should be hidden when the chart initially loads. ![](https://2748020991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3b0OCsxHg64sEwjM1HIh%2Fuploads%2FS7NrEOq7SLB9770Q0eDG%2Fimage.png?alt=media\&token=d93a9ff8-ed40-456c-881c-c6903c505e83)

### **Formatter**

* **Unit**: Define the unit of measurement for the values displayed in the chart.
* **Precision**: Set the number of decimal places to display for numerical values.
* **Currency**: Format the numbers as a currency with the appropriate symbol.
* **Position**: Determine the position of the formatted value (e.g., Prefix or Suffix).
* **Number Formatter**: Apply a specific notation or style to the numbers (e.g., Indian, International).  ![](https://2748020991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3b0OCsxHg64sEwjM1HIh%2Fuploads%2Fqz2gcT5Yj5E6buGNVHqA%2Fimage.png?alt=media\&token=146804af-2426-411d-8cd8-81f6f3451820)

### **Axis Setup**

* **Auto Axis Setup**: Automatically adjust the axis settings based on the dataset.
* **Base Zero**: Ensure the axis starts at zero for better data comparison.
* **Min Value**: Define the minimum value displayed on the axis.
* **Max Value**: Set the maximum value for the axis range.&#x20;
* **Horizontal Marker Line**: Add a horizontal line at a specified value for reference.
* **Vertical Marker Line**: Place a vertical line at a specific point for highlighting.
* **Zero Marker Line**: Include a line at zero to emphasize the baseline.
* **Zero Marker Color**: Customize the color of the zero marker line.
* **Color**: Choose the color for the axis and labels.
* **Opacity**: Adjust the transparency of the axis and markers.&#x20;

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/Y0cuXKFuGe37gclLvRYh/image.png" alt=""><figcaption></figcaption></figure>

### **Export Options**

* **Enable Context Menu**: Activate a right-click context menu for quick access to export options in the preview mode of the chart.
* **Export Excel**: Save the chart data in an Excel file format (.xlsx).
* **Export CSV**: Export the chart data into a CSV file format (.csv).
* **Export JPEG**: Export the chart as a JPEG image (.jpg).
* **Export PNG**: Export the chart as a PNG image (.png).
* **Export PPT**: Export the chart to a PowerPoint presentation (.pptx).
* **Export PDF**: Export the chart as a PDF document (.pdf).
* **Show Print**: Include an option to print the chart directly.
* **Export Heading**: Add a custom heading to the exported file.
* **Export Sub Heading**: Add a custom subheading to the exported file.
* **Export File Name**: Specify the file name for the exported file/dashboard.
* **Global Export Type**: Define the default export format using the drop-down (e.g., Screenshot, Tabular).

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/7RdIr1ma3CGLcoIHazoG/image.png" alt=""><figcaption></figcaption></figure>

The user can get the ***Export Context Menu*** from the preview mode to download the reports in different export formats.

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/wBO97xuJKS6rFaJzvlwd/image.png" alt=""><figcaption></figcaption></figure>

## **Dataset Property**&#x20;

The users can map a dataset with the dragged Waterfall chart component, and map the data fields as displayed in the given image:

![](https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FVcC5oBVKS2e2DFPDxGBs%2Fwaterfall_connection.png?alt=media\&token=9b037251-6ffb-401a-9b0c-439cf02191f6)

## **Waterfall charts after changing its properties**

**Base Type with Plain**

<figure><img src="https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FBwpBCRYbceX5V0UeIYhz%2Fwaterflow_plain.png?alt=media&#x26;token=ffb4b2c7-20bb-4262-b329-6db2ef792dee" alt=""><figcaption></figcaption></figure>

**Base Type with Gradient 1**

<figure><img src="https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2Fnee7HV8DApoUivJS80L0%2Fwaterfall_gradient1_basetype.png?alt=media&#x26;token=5d4f4f1f-cfce-4019-95fe-3212849af91a" alt=""><figcaption></figcaption></figure>

**Base Type with Gradient 2**

<figure><img src="https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2F0ToKys0LyJ8D1YKtKOa2%2Fwaterfall_gradient2.png?alt=media&#x26;token=c3c955bf-17de-470f-8601-0dcf1cdaeea2" alt=""><figcaption></figcaption></figure>

**Base Type with Gradient 3**

<figure><img src="https://content.gitbook.com/content/3b0OCsxHg64sEwjM1HIh/blobs/ysrRi9EdF0h71oGTnTkA/image.png" alt=""><figcaption></figcaption></figure>

## Sample Data&#x20;

Download the given sample data and map it as mentioned below to plot your ***Waterfall*** chart.&#x20;

Select the ***Year*** column as the ***Category*** field and the ***Expense*** or ***Revenue*** column as the ***Series*** field to plot the data.

{% file src="/files/CQFBavqbs9SOHeE4INV3" %}

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The Waterfall chart supports only one series field.*
{% endhint %}
