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 |
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