Waterfallchart

Purpose & Application

Commonly called the Mario Chart because of the bricks in suspension, the Waterfall is a great way to provide a quick visual into positive and negative changes to a value over a period of time or stages.

📝 For example, what products have been driving my sales up in the last month?

A waterfall chart is easily used to show how an initial value is affected by intermediate totals values, positive or negative, and then resulting in a final value.

It can reveal the composition of a result.

For example, this chart can be useful to understand the impact of different stores on the overall income of a company in supermarkets.

This chart can also be useful to:

• Visualize profit and loss statements

• Evaluate company profit

• Highlight budget changes

• Keep track of inventory

• Compare product earnings

Key Features

What makes this graph a killer story?

• 🚦 Color coding makes it easy to identify best/worst performer without even reading the numbers. Plus it can be easily reversed.

In our case I can clearly tell that Europe is performing very well, but France not so good…

• Automatically calculated variation between the two points : in value and %, don’t need to have it in your data.

Without asking or doing anything I can see that my revenue increased by 151.6%! Which represents 97 M$

• Smooth drill functionality makes it easy on the eye, your user will love it! Add a drill to your waterfall to go in a deeper level of detail 🔎.

How easy is it to get the Europe global performance then see the details for each country!

• Easily add intermediate totals within your charts.

I’m a financial manager, I want to see the total before taxes and the total after taxes

• Possibility to add much more info ℹ️ like variation, current value, meta information can help you turn a 5 slides information into just one viz.

No need for footnotes or attachment anymore, everything is right here under my nose.

Configuration

*Mandatory paramers

Section	Option	Description
	Dataset*	Select the dataset used by the chart
	Label*	Select the column that contains the text label to display
	Value*	Select the column that contains the value to display
	Groups type/levels*	Select the column that contains labels relationship | Data should look like: -1/parent/child
Sort	Labels order	Order labels based on a column, on an advanced order or a custom order
Drill	Parent Label	Select the column that contains parent group labels
Drill	Parent's Order	Order parents based on a column, on an advanced order or a custom order
Enrich Chart	Variation	Display a variation badge next to the value based on a column containing the variations
Enrich Chart	Additional Info	Select a column that contains an addition information that will be displayed under each labels
Enrich Chart	Add Steps	Create intermediate steps. This will rely on the bars’ order
Display	Hide Evolution Legend	Hide evolution auto generated next to the Highlighted KPI
Display	Hide Highlighted KPI	Hide the Highlighted KPI auto generated
Display	Reverse Automatic Sentiment Color	By default, value above 0 are in green, and below in red. Enable this option to do the opposite
Display	Baseline	Define the minimum value for all bars
Display	Size	Define the chart size when having multiple ones
Display	Mobile Size	Define the chart size when having multiple ones on mobile
Display	Custom Class	Set a custom CSS class to target this specific chart with CSS
Tutorial	Tutorial	Set a tutorial to help your users to understand the chart by giving him an id and a message

Expected Data Structure

Tips

Use YouPrep™ operator Waterfall in the Reshape section to adapt your dataset for the waterfallchart.

Example without drill

label	parent_label	group_level	value	var
N-1	N-1	-1	100
Europe	Europe	parent	-20	-0,04
Asia	Asia	parent	40	0,1
America	America	parent	30	0,02
N	N	-1	150

Example with drill

label	parent_label	group_level	value	var	order	revenue
N-1	N-1	-1	100		0	250
Europe	Europe	parent	-20	-0,04	2	-50
France	Europe	child	-10	-0,03	3	-25
Germany	Europe	child	-15	-0,1	5	-38
UK	Europe	child	5	0,02	4	13
Asia	Asia	parent	40	0,1	6	100
India	Asia	child	25	0,01	8	63
China	Asia	child	15	0,05	7	38
Africa	Africa	parent	15	0,2	9	38
America	America	parent	30	0,02	10	75
USA	America	child	-10	-0,03	12	-25
Canada	America	child	10	0,06	11	25
Mexico	America	child	30	0,01	13	75
N	N	-1	165		14	413