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Waterfall Graph

Version 2


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Waterfall graphs are essentially Bar graphs that show a series of profits and losses for a specified time period, with a summary bar showing the amount remaining at the end of the time period. Profits appear as green bars, losses appear as red bars, and start and summary bars appear as blue bars.

Vertical and horizontal subtypes are available for Waterfall graphs.

Powering Waterfall graphs

A Waterfall graph requires three columns or rows of data from your DataSet—one for categories, one for series (generally dates), and one for values. The series data in your DataSet determines the order of the categories (for example, if your series data consisted of dates, the category bars would be arranged by date) but by default only appears when you mouse over a bar to show the hover text. However, you can show summary bars for individual series by checking a box in Chart Properties. For more information, see Customizing Waterfall graphs.

For information about value, category, and series data, see Understanding Chart Data.

In the Analyzer, you choose the columns containing the data for your Waterfall graph. For more information about choosing data columns, see Applying DataSet Columns to Your Chart.

For more information about formatting charts in the Analyzer, see KPI Card Building Part 2: The Analyzer.

The following graphic shows you how the data from a typical column-based spreadsheet is converted into a vertical Waterfall graph:

The following graphic shows you how the data from the same column-based spreadsheet is converted into a horizontal Waterfall graph:

Customizing Waterfall graphs

You can customize the appearance of a Waterfall graph by editing its Chart Properties. For information about all chart properties, see Chart Properties. Unique properties of Waterfall graphs include the following:




General > Show Summary Bars

Adds a summary column for each series in the chart. The screenshot shows an example of this, in which a summary column is provided for the bars for each individual date. Because the dates appear only on mouse-over, this is a good way of making the series for each date more distinguishable.

General > Summary Text

Lets you specify the text that appears below the summary bars. In the example, the user has replaced the word "Summary" with the word "Total."