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.

๐Ÿ“ 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?

  • ๐Ÿšฆ 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 goodโ€ฆ

  • Automatically calculated variation between the two points : in value and %, donโ€™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 ๐Ÿ”Ž.

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

  • Easily add intermediate totals within your charts.

Iโ€™m a financial manager, I want to see the total before taxes and the total after taxes

  • Possibility to add much more info โ„น๏ธ 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

SectionOptionDescription

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 barsโ€™ 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 YouPrepโ„ข operator Waterfall in the Reshape section to adapt your dataset for the waterfallchart.

Example without drill

labelparent_labelgroup_levelvaluevar

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

labelparent_labelgroup_levelvaluevarorderrevenue

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

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