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 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

Properties

General Settings

• Order: Select a sequence for displaying information.

  • None

  • Ascending

  • Descending

  • Manual Sort: The user needs to sort the dimensions by using the indicator signs manually. By selecting an order (ascending or descending), the user needs to configure the following fields:

    • Order By- Select a value option from the drop-down menu to order the sequence of the data.

    • Limit- Set a number to display the requested data by this limit.

  • Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.

  • Enable Base Zero: Base value gets presented from Zero by providing a checkmark in the box.

  • Show Legend: By enabling this option the Legend gets added to the chart.

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Please Note: At present the supported Legend Style is Floating only.

View Filter

• Filter: Select a filter condition using the drop-down menu.

Column Colors

Select a color from the given choices: Positive, Negative, and Total.​​

Category Axis

• Title: Provide a title for the axis

• Axis Label: Enable the Category Axis label by putting a checkmark in the box.

• Label Angle: Select a display angle for the axis label.

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Primary Value Axis

• Title: Provide a title for the Primary Value Axis.

• Axis Label: Enable the Primary Value Axis label by putting a checkmark in the box.

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Euro, Rupees, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

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Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right

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The modified chart view after the chart properties gets applied.

Series Properties

• Click the Series Properties provided next to the measure name.

• A new window opens.

• Configure the required details:

  • Aggregation-select an aggregation using the drop-down menu (By default, it displays the second aggregation type which is Sum.)

  • Display Name- provide a name to be displayed in the legend.

• Click the APPLY option.

• The configured Series Properties gets applied to the chart.​