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
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
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
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
Last updated