Creating a Waterfall Chart

You can create a waterfall chart in a dossier.

To Create a Waterfall Chart

1. Open a new or existing dossier.

2. Click Insert Visualization to add a new, blank visualization to the dossier.

3. In the Visualization Gallery, click Waterfall to create an waterfall chart.

4. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. You can also drag objects from the Datasets panel directly onto the visualization.

   Tip: To view data requirements for a graph style, hover your cursor over the visualization icon in the Visualization Gallery.

5. To display a vertical waterfall chart, place at least one metric in the Vertical area and at least one attribute in the Horizontal area.

   or

   To display a horizontal waterfall chart, place at least one attribute in the Vertical area and at least one metric in the Horizontal area.

6. If you add multiple attributes to the Vertical or Horizontal areas, the attributes at the top of the area are used to slice your data into rows or columns of charts, one row or column for each attribute element. If you slice the data into both rows and columns, a table of charts appears, with a chart for each combination of the attribute elements. If data is not split, one set of charts appears, with a chart for each combination of attributes.

   Slice your data into an additional row of charts. The last attribute in the Vertical area appears on the left axis, as indicated by the Left Axis icon next to the attribute name. Right-click this attribute and select Left Row.

   or

   Slice your data into an additional column of charts. The last attribute in the Horizontal area appears on the bottom axis, as indicated by the Bottom Axis icon next to the attribute name. Right-click this attribute and select Top Column.

   or

   If an attribute appears on a row, you can switch it to display on the left axis instead. Any attributes below it in the Vertical area also appear on the left axis. Right-click an attribute that displays the Left Row icon and select Left Axis.

   or

   If an attribute appears on a column, you can switch it to display on the bottom axis instead. Any attributes below it in the Horizontal area also appear on the bottom axis. Right-click an attribute that displays the Top Column icon and select Bottom Axis.

7. To display a separate item for each element in an attribute, place at least one attribute in the Break By area. If you add more than one attribute to the Break By area, an element appears for each combination of the attribute elements.

8. Open the Format panel and select Waterfall Options from the first drop-down to display formatting options, specific to waterfall charts.

9. Select the appropriate format options for the waterfall chart.

10. Use the first drop-down to select different areas of visualization for formatting and enter the appropriate options.

11. Click Save.