Waterfall

Use a waterfall visualization to understand the cumulative effects that a series of positive and negative values have on an initial value. The bars in a waterfall visualization are not total values.

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.

The following waterfall visualization shows the revenue delta by quarter.

Waterfall visualization that shows the revenue delta by quarter

The preceding waterfall visualization uses data from the Sporting Goods Company source. To recreate this visualization, complete the following steps:

  1. From a dashboard, click Visualizations and select Waterfall.
  2. Click Sources and from Team content, open Samples > Data > Sporting Goods Company.
  3. Move the following data sets from the Policy Holders section to the indicated fields:
    • Drag Quarter onto the x-axis field.
    • Drag Revenue onto the y-axis field.
  4. Set the properties for the Delta data item. Click the Actions icon Ellipsis then set the following options under the Format > Currency section:
    • Abbreviate
    • Currency: Default
    • Currency display: Default
  5. Set the properties for the appearance of the visualization.
    Click the Properties icon
    properties icon
    In the Visualization tab, you can set column color options, axis, legend position, and chart properties.

    For this example, set these options:

    • Total column positive color: #8DC945
    • Show legend: Off
    In the General tab, you can set appearance, layout, position, and size.
    Note: Size properties are set in percent if the Dashboard > Canvas > Layout positioning property is set to Relative, and in px if Layout positioning is set to Absolute. To find out more, see Setting up the page in a dashboard.
    When you are done, click the Properties icon
    properties icon
    to close the Properties pane.

Sub-categories

You can use sub-categories in waterfall visualizations to display how categories are build up.

While in edit mode, drag month onto the Sub-categories field.

Waterfall visualization that shows the revenue delta by quarter and month

You can see how the revenue of each month contributes to the quarters.

Showing the sub-categories totals by category or cumulative

You can display the total of the sub-categories by category or cumulative.

While in edit mode, click the Properties iconproperties icon. In the Visualization tab, click Chart > Sub-category totals. From the menu, select either By category or Cumulative.

Waterfall visualization showing how the cumulative totals in revenue of each quarter contribute to the year.

You can see how the cumulative totals in revenue of each quarter contribute to the year.