Waterfall
Use a waterfall visualization to understand the cumulative effect a series of positive and negative values have on an initial value. The bars in a waterfall visualization are not totals.
A waterfall visualization shows how an initial value is increased and decreased by a series of intermediate values, leading to a final cumulative value shown in the far right column. The intermediate values can either be time-based or category-based.
- Viewing the net income after you add the increases and decreases of revenue and costs for an enterprise over a quarter.
- Cumulative sales for products across a year with an annual total.
This waterfall visualization shows the revenue delta by quarter.
Creating a waterfall visualization
- Create a new report.
- Open the sample data module: .
- Click Visualizations and click Waterfall to add the waterfall visualization to the report.
- Click Sources
- Drag the following data items from the Policy Holders section:
- Drag Quarter onto the x-axis field.
- Drag Revenue onto the y-axis field.
- Set the properties for the appearance of the visualization. Click In the Visualization tab, you can set column color options, axis, legend position, and chart properties.
For example, set these options:
- Total column positive color: #8DC945
- Show legend: Off
When you are done, clickto close the Properties pane.
Sub-categories
You can use sub-categories in waterfall visualizations. Use sub-categories to display how categories are build up.
- While in page preview mode, drag month onto the
Sub-categories field.
You can see how the revenue of each month contributes to the quarters.
Showing the sub-categories as actual or as changed values
You can display the values of the sub-categories as actual or as changes.
- While in page preview mode, click . In the Visualization tab, click
. Select from the menu either
Actual or Change.
You can see how the changes in revenue of each month contribute to the quarters.
