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    Quick BI:Waterfall Chart

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    Quick BI:Waterfall Chart

    Last Updated:Jun 23, 2026

    A waterfall chart, also known as a cascade chart or a bridge chart, shows how an initial value is affected by a series of positive and negative changes. It is commonly used for business and financial analysis. You can add data to a waterfall chart and configure its style.

    Prerequisites

    You have created a dashboard. For more information, see Create a dashboard.

    Overview

    Use Cases

    Waterfall charts help you understand how positive values (such as income) and negative values (such as expenses) contribute to a total by showing the relationship between absolute and relative values.

    Benefits

    • Calculation capabilities: Configure period-over-period and cumulative calculations with a single click.

    • Visualization: Customize the chart by displaying data labels, a legend, cumulative values, and other settings.

    Example

    瀑布效果图

    Limitations

    A waterfall chart is composed of a category axis/dimension and a value axis/measure:

    • The category axis/dimension is determined by the dimensions from your data. You must select at least one dimension, such as Province or Product Type.

    • The value axis/measure is determined by the measure from your data. You can select a maximum of one measure, such as Order Quantity or Profit Amount.

    Configure Chart Data

    1. On the Data tab, select the dimension and measure fields that you need.

      • From the Dimensions list, find Province and double-click it or drag it to the category axis/dimension field.

      • From the Measures list, find Transportation Cost and double-click it or drag it to the value axis/measure field.

    2. Click Update. The system automatically updates the chart.

      image..png

    3. (Optional) If the Province field contains a large amount of data, which clutters the waterfall chart, you can set a filter to display only the data that you need.

      image..png

    Configure Chart Style

    The following describes the style settings specific to waterfall charts. For general style settings, see Configure the chart title area.

    To quickly find a setting, enter a keyword in the search box at the top of the configuration pane. You can also click the image..png icon to Expand/Collapse All Categories.

    瀑布图搜索..gif

    Drawing Area

    Configure the waterfall chart style in the Drawing area section.

    image..png

    Parameter

    Description

    Bar color scheme

    Set the colors for the initial value, cumulative value, Increase, and Decrease bars.

    Bar width

    Set the bar width.

    Axis

    Configure the axis style in the Axis section. Axes are displayed by default.

    image..png

    Name

    Parameter

    Description

    X-axis

    Show x-axis

    Shows or hides the x-axis.

    Show title and unit

    Shows or hides the axis title and unit for the x-axis.

    Show axis label

    Shows or hides labels on the x-axis. You can also configure their display rules and text style.

    Content to display

    Specify whether to display all dimensions or a subset.

    image.png

    Show tick marks

    Shows or hides tick marks on the x-axis.

    Show axis line

    Shows or hides the x-axis line. You can also configure its line style, width, and color.

    Show gridlines

    Shows or hides gridlines for the x-axis. You can also configure their line style, width, and color.

    Y-axis

    Show y-axis

    Shows or hides the y-axis.

    Show title and unit

    Shows or hides the axis title and unit for the y-axis.

    Show axis label

    Shows or hides labels on the y-axis. You can also configure their display format and text style. The display format can be set to Auto or Custom.

    • The default mode is Auto. In this mode, the axis label inherits the data display format settings of the measure field.

    • In Custom mode, click the image icon to open the Data display format settings dialog box and configure the data format. For details about the settings in the dialog box, see Data display format > Custom.

    Show tick marks

    Shows or hides tick marks on the y-axis.

    Show axis line

    Shows or hides the y-axis line. You can also configure its line style, width, and color.

    Show gridlines

    Shows or hides gridlines for the y-axis. You can also configure their line style, width, and color.

    Axis value range and interval

    Configure the value range (maximum and minimum) and interval for the y-axis.

    • Maximum: Set the maximum value for the y-axis. By default, this is set automatically. You can enter a value manually, but this setting is ignored if the value you enter is less than the maximum value of the measure field.

    • Minimum: Set the minimum value for the y-axis. By default, this is set automatically. You can enter a value manually, but this setting is ignored if the value you enter is greater than the minimum value of the measure field.

      Note

      If the initial value is enabled in the data labels settings, the system considers the initial value when calculating the minimum range for the y-axis. The setting has no effect if the entered minimum value for the y-axis is greater than the initial value.image

    • Custom interval: Set the interval between tick marks on the y-axis, either By Step or By Number of Segments.

      • By Step: Specifies the value difference between adjacent y-axis tick marks.

      • By Number of Segments: Divides the y-axis into a specified number of equal segments. The system automatically distributes tick marks based on this number.

    Legend

    In the Legend section, click the image icon to enable the chart legend and configure its style.

    image

    Parameter

    Description

    Position

    Set the display position and alignment of the legend.

    • If you select a position of Top or Bottom, you can set the alignment to left, center, or right.

    • If you select a position of Left or Right, you can set the alignment to top, center, or bottom. You can also set the distance between the legend and the chart.

    Text

    Set the text style for the legend, including font color, size, weight, and style (italic).

    Mobile legend settings

    The legend settings for PC and mobile are independent. You can switch to the mobile editing view by clicking the PC/Mobile toggle button (image) at the top of the dashboard edit page. This allows you to set a separate position and text style for the legend on mobile devices.image

    Data Labels

    Configure the visibility and style of data labels in the Data labels section.

    image

    Parameter

    Description

    Show all

    Specify whether to display all data labels.

    Text

    Set the label text style.

    Show background

    Show or hide a background for data labels. You can also customize the background color.

    Initial value

    Show or hide the label for the initial value. If shown, you can configure the following settings:

    • Initial value alias: The default name is "Initial value". You can customize this name to match your business context, such as "Opening Balance" or "Initial Cost".

    • Initial value type: Set the type of the initial value. You can select Fixed Value or Dynamic Value.

      • If you select Fixed Value, the chart uses a fixed, unchanging number as the starting point. This is suitable for scenarios with a constant initial value.image

        Enter a number in the Initial value source input box.

      • If you select Dynamic Value, the initial value is dynamically updated based on a measure field from the current dataset. This is suitable for scenarios where the initial value needs to adjust automatically based on time or business conditions.image

        Configure the following settings:

        • In the Initial value source drop-down list, select the measure field to use as the data source.

        • In the Aggregation method list, select an aggregation method to combine multiple data rows into a single initial value.

        • Select the Hide dynamic initial value checkbox to hide the initial value from the chart. The dynamic initial value remains in effect but is not displayed.

    • Show initial value tooltip: Shows or hides the initial value in a tooltip.

    Cumulative value

    Configure the label style for the cumulative value. You can customize its alias and toggle its tooltip.

    Tooltip

    In the Tooltip section, click the image icon to enable tooltips and configure their style.

    image

    Parameter

    Description

    Background color

    Set the background color of the tooltip.

    Text

    Set the text style within the tooltip, including font color, size, weight, and style (italic).

    Mobile tooltip

    Tooltips for PC and mobile are independent. Switch to the mobile editing view by clicking the PC/Mobile toggle button (image) to edit the mobile tooltip. Font size can be set separately for PC and mobile, but other styles are shared.image

    Analysis Settings

    Category

    Name

    Description

    Data interaction

    Drill-down

    If you have configured drill-down fields in the data pane, you can set the display style for drill-down hierarchy rows here.

    Linkage

    To analyze data across different charts interactively, use chart linkage. For more information, see Linkage.

    Jump

    To analyze data across different dashboards, use jumps. Jump types include Parameter Jump and External Link. For more information, see Jump.

    Next Steps

    • To allow others to view the dashboard, share it with specific users. For more information, see Share a dashboard.

    • To create a topic-based analysis with a navigation menu, add your dashboard to a data portal. For more information, see Create a PC data portal.