This topic describes a waterfall chart, including its overview, application example, and configuration style as well as how to delete a waterfall chart.

Prerequisites

Overview

A waterfall chart reflects the data changes and data at different time periods or under the impact of different factors. It uses a combination of absolute and relative values and is suitable for business analysis and financial analysis.

Notice For a waterfall chart, you must specify at least one dimension for the category axis such as province and product type and at most one measure for the value axis such as order quantity and profit.

Application example of a waterfall chart

The following scenario uses the company_sales_record dataset to compare the shipping costs for different products in different provinces of East China.
  1. In the left-side navigation pane of the Workspace page, click Datasets to go to the Datasets page.
  2. Find the company_sales_record dataset, and click the icon in the Actions column corresponding to the dataset.

    Note If you use Quick BI Enterprise Standard, you need to choose Standard or Full Screen as the dashboard type. The following example uses Standard as the dashboard type.
  3. Click the Vertical Bar Chart icon and then click the icon. A waterfall chart appears in the display area of the dashboard.
  4. In the Dimensions list, find and add the area field to the Filters area.
    You need to filter data of East China by using the area filter, as shown in the following figure.
  5. Click the icon. In the Set Filter dialog box, select Filter by Value for Filter by Condition, as shown in the following figure.
  6. Select East and click OK.
  7. Find and add the province field to Category Axis (Dim.). In the Measures list, find and add the shipping_cost field to Value Axis (Mea.).
  8. Click Update. The system updates the chart.
  9. On the Style tab, configure Basic Information, Parameter Settings, Chart Type, Axes, and Series Settings.
  10. Click Save to save the dashboard.

Configure settings on the Style tab

  • In the Basic Information section, set Show Title and Description, Show Link, and Custom background.
    Note If you want to redirect to a report or an external page, select Show Link and specify Link Text and Link Address.
  • In the Parameter Settings section, set Show Initial Value, Show Cumulative Value, and Show Initial Value/Cumulative Value Labels.
  • In the Chart Type section, set Show Labels, Show Legend, and Color Settings.

    In this example, Show Labels is selected and the legend is displayed on the top.

    Note If multiple measures are specified for the chart, all measure labels are displayed after you select Show Labels. Labels can be displayed in either Smart Display or Full Display mode. Assume that a chart involves many dimension values and the scroll bar is not shown in the chart. In Smart Display mode, only partial labels are displayed. In Full Display mode, all labels are displayed.
  • In the Axes section, set Axis Title and Unit.

    In this example, Show Scale is selected on the X-Axis tab.

  • In the Series Settings section, set Display Name and Number Formatting for a measure.

    In this example, the default data display format AutoFit is used.

    Click Update. The following figure shows the updated chart.

Delete a chart

Perform the following steps to delete a chart:

  1. Click the icon in the upper-right corner of a chart.
  2. Select Delete.