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 policy holder delta by month.
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Creating a waterfall visualization
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- Drag Month onto the x-axis .
- Drag Delta onto the y-axis .
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The next step is to set the properties to customize the way the <Delta> data item values appear.
- Click the visualization, then in the Data pane, click the <Delta> data item.
- Click
- Next to Data format, click
and set the following options:
- Format type: Currency
- Currency symbol: K
- Currency symbol position: End
- Number of decimal places: 1
- Scale: -3 (this presents values in thousands).
- Click OK.
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Finally, customize the appearance of the visualization.
- Click the visualization, then set the following options in the Properties pane:
- Size - Width: 700 px, Height: 300 px
- Total column axis label: Total.
- Set the column colors. This example uses green.
- Show legend: No
- Click
to close the Properties pane.
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Samples
You can see examples of a waterfall visualization on the Overview tab the sample report Customer lifetime value analysis. You can find the samples here: Team content > Samples > Reports > Customer lifetime value analysis.
If any of the sample objects are missing, contact your administrator.