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• Waterfall Chart

Waterfall Chart

A waterfall chart combines absolute and relative values to present the relationship between several specific values in terms of quantity change. You can use it to express the change in quantity between two data points, for example, the change in the number of transactions per month.

Data Fields

The data fields required are:

Field	Quantity
Dimension	1
Comparison	0 - 1
Measurement	≥ 1

There are four combinations of data fields for the waterfall chart:

1. One dimension, and one measurement. For example, if the dimension is Quarters, the measurement is the electricity consumption of each quarter. The resulting waterfall chart will show the total power consumption for the year and the quarterly power consumption separately, clearly showing how much power is consumed and how it relates to the total.

   
   

   

   
   

2. Multiple measurements. For example, measurement 1 is the power consumption in Q1 and measurement 2 is the power consumption in Q2, so there are 4 measurements for 4 quarters. The resulting waterfall chart will automatically add up these measurements and form a summary, just as in the first case.

3. One dimension, one comparison, and one measurement. For example, the comparison is the year (2021 vs. 2022). The dimension and measurement are the same as in the first data case, and the resulting waterfall will show two waterfalls showing quarterly electricity consumption in 2021 and 2022 respectively.

   
   

   

   
   

4. One dimension, one comparison, and multiple measurements. For example, if the dimension and comparison are the same as in the third case, and the 4 measurements are corresponding to 4 quarters of electricity consumption, the waterfall diagram will be the same as in the third case.

Chart Style

Waterfall Chart Style

Style the elements in the waterfall chart.

Field	Description
Waterfall Type	Specify the waterfall chart as Variable or Composite. The summary of Variable is displayed on the right and the summary of Composite is displayed on the left.
Rounded Corners	Select this to display bars with round corners.
Bar Spacing	Specify the vertical spacing between bars with different Dimension values.
Summary Value	It can be selected to be calculated automatically from the data or entered manually.
Color	Select the color of summary bar.
Alias	Add aliases for bars to be displayed in the chart.

Axis Style

Field	Description
Name	Specify the name or unit of the axes.
Dynamic Unit [1]	Select this to automatically use the suitable unit for your data values, and to automatically adjust the values on the axes.
Axis Range	Specify the minimum and maximum values on the axes, and the number of labels between them.
Label Settings	Format the labels on the X axis. Format: Select how the labels should be formatted based on data type. value: Select the prefix for converting the labels. Set to auto by default. category: No option available. time: Select a time format for the labels, for example YYYY-MM-DD or HH:mm. Angle: Specify how much to rotate the labels.
Axis Font	Style the axis name font.
Unit Font	Style the unit name font.
Axis Line	Style the line for the X axis.
Grid Line	Style the grid lines for the Y axis.
Show Scalar Bar	Select to show a bar that can limit the range of data displayed on the axes.

[1] Only available for Y-Axis.

Other Settings

Legend

Field	Description
Position	Select the position of the legend.
Size	Specify the radii of the legend dots and the vertical spacing between them. Select Auto to automatically set the optimal size for the legend bar.
Legend Font	Style the text labels in the legend.

Auxiliary

Field	Description
Connector Line	Style connector line.
Data Label Font	Style data label.