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.

Some examples of waterfall visualizations are as follows:
  • 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 policy holder delta by month.

Waterfall visualization that shows the policy holder delta by month

Creating a waterfall visualization

  1. Create a new exploration. For more information, see Starting a new exploration from the Open menu.
  2. Open the sample data module: Select a source > Team content > Samples > Data > Customer analysis.
  3. Click Visualizations and click Waterfall to add the waterfall visualization to the exploration.
  4. Click Sources
    Sources icon
  5. Drag the following data items from the Policy Holders section:
    • Drag Month onto the x-axis.
    • Drag Delta onto the y-axis.