Overview

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Waterfall charts show how an initial value has increased and/or decreased by a series of intermediate values, leading to a final value.

Waterfall chart data options

Option

Description

Horizontal Axis

Must be a dimension. This is the category label for the X axis.

Vertical Axis

Must be a metric. This is the category label for the Y axis.

ColorCan be a metric or a dimension. The color field must match the horizontal axis field when a dimension is used.
StartMust be a metric. This option configures the starting value of the chart.
AnimationMust be a date or time field.

Formatting options

Start column

The start column features unique formatting options. For more information, refer to the Chart Formatting page.

Total column

The total column features unique formatting options. For more information, refer to the Chart Formatting page.

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Creating a waterfall chart

  1. Create a new Report
    Use your mouse to drag your data from the left panel to the Columns, Sections and Filters fields
    Waterfall charts require one dimension and at least one metric


  2. Click Charts to create your chart


  3. Click Auto Chart, then click Select Chart Type


    The Select Chart panel will slide in from the right-hand side of the page


  4. Scroll on the Select Chart panel until you reach Special Purpose charts, and click Waterfall as the chart type


  5. Use your mouse to drag a dimension from the left panel to the Horizontal Axis field
  6. Use your mouse to drag a metric from the left panel to the Vertical Axis field
    The chart will render automatically once your data is selected


  7. To add a start column to the chart, use your mouse to drag a metric to the Start field
    The chart will re-render automatically once your data is selected


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Adding start and total columns

  1. Click on the Series tool in the toolbar


  2. Click on Start in the left column, and toggle on the Start Column Title Text to customize the start column title


  3. Click on the text entry field to add your custom title


  4. Click on Total in the left column, and toggle on the Total Column Title Text to customise the total column title


  5. Click the text entry field to add your custom title


  6. Close the Series Setting panel by clicking the X in the top-right corner
    The chart will re-render automatically and display the custom start and total column titles


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