A waterfall chart, also known as a cascade or bridge chart, is named for its resemblance to a waterfall. Waterfall charts are often used for business and financial analysis. This topic describes how to add data to and configure the style of a waterfall chart.
Prerequisites
You have created a dashboard. For more information, see Create a Dashboard.
Chart Overview
Scenarios
A waterfall chart shows how an initial value is affected by a series of positive values, such as income, and negative values, such as expenses. It visualizes the cumulative impact of these values to show how they contribute to a final total.
Benefits
Calculation capabilities: You can configure period-over-period and cumulative calculations with a single click.
Visualization effects: You can configure settings to display labels, legends, and cumulative values.
Example
Configure Chart Data
On the Data tab, select the required dimension and measure fields.
From the Dimension list, double-click or drag Province to the Category Axis/Dimension area.
In the Measure list, double-click or drag Transportation Cost to the Value Axis/Measure area.
Click Update. The chart automatically updates.
(Optional) If the waterfall chart is cluttered by a large amount of data from the Province field, you can set a filter to display only the data that you need.
Configure Chart Style
This section describes the style settings for a waterfall chart. For information about common chart style settings, see Configure the Chart Title.
You can enter a keyword in the Search box at the top of the configuration section to quickly find a configuration item. You can also click the 
icon on the right to Expand All Categories or Collapse All Categories.
In the Drawing Area section, you can configure the waterfall chart style.
Chart Configuration Item
Description
Bar Color
Set the colors for the Start Value, Cumulative Value, Increase, and Decrease bars.
Bar Width
Set the bar width.
In the Axes section, you can configure the axis style. By default, the axes are displayed.
Name
Configuration Item
Description
X-axis
Show X-axis
Show or hide the x-axis.
Show Title And Unit
Specifies whether to display the Axis Title and Unit on the X-axis.
Show Axis Labels
Show or hide labels on the x-axis. You can also configure the axis label display rule and text style.
Content to Display
Set the content to display to some or all dimensions.
Show Tick Marks
Show or hide tick marks on the x-axis.
Show Axis Line
Show or hide the x-axis line. You can configure the line style, width, and color.
Show Gridlines
Show or hide gridlines for the x-axis. You can configure the line style, width, and color.
Y-axis
Show Y-axis
Show or hide the y-axis.
Show Title And Unit
Set whether to display the Axis Title and Unit.
Show Axis Labels
Show or hide labels on the y-axis. You can also configure the label and tick range and the axis label display format.
Show Tick Marks
Show or hide tick marks on the y-axis.
Show Axis Line
Show or hide the y-axis line. You can configure the line style, width, and color.
Show Gridlines
Show or hide gridlines for the y-axis. You can configure the line style, width, and color.
Axis Value Range and Interval
Set the value range (maximum and minimum values) and interval size for the y-axis.
Maximum Value: Set the maximum value for the y-axis. The default value is Auto. You can enter a custom value. If the value you enter is less than the maximum value of the measure field, the setting does not take effect.
Minimum Value: Set the minimum value for the y-axis. The default value is Auto. You can enter a custom value. If the value you enter is greater than the minimum value of the measure field, the setting does not take effect.
NoteIf Start Value is enabled in the Data Labels section, the start value is considered when the minimum value range of the y-axis is calculated. If the minimum value you enter for the y-axis is greater than the start value, the setting does not take effect.
Custom Interval: Set the interval size between ticks on the y-axis. You can set the interval by step size or by number of divisions.
By step size: Enter a custom difference between two adjacent ticks on the y-axis.
By number of divisions: Divide the y-axis into a specified number of equal parts. You can enter a custom number of divisions. The system automatically and evenly distributes the ticks on the y-axis based on this number.
In the Legend section, you can specify whether to show the legend and configure its style.
Chart Configuration Item
Description
Position
Set the position of the legend. The following four display modes are supported.
Text
Set the text style for the legend.
In the Data Labels section, you can specify whether to show data labels and configure their style.
Chart Configuration Item
Description
Show All
Show or hide all data labels.
Text
Set the text style for the labels.
Start Value
Set the label style for the start value. You can customize the alias and value of the start value and specify whether to show tooltips for the start value.
Cumulative Value
Set the label style for the cumulative value. You can customize the alias of the cumulative value and specify whether to show tooltips for the cumulative value.
In the Tooltip section, you can configure the tooltip settings.
Chart Configuration Item
Description
Background Color
Set the background color.
Text
Set the text style for the tooltip.
Configure Chart Analytics
Configuration Item | Name | Description |
Data Interaction | Drilling | If you have configured drill-down fields in the fields pane, set the display style for drill-down level rows here. |
Filter Interaction | If the data to be analyzed exists in different charts, you can associate the charts for data analysis. For more information about the settings, see Filter Interaction. | |
Go To | If the data that you want to analyze is in multiple dashboards, you can use the jump feature to associate the dashboards for data analysis. The jump feature includes two methods: Parameter Jump and External Link. For more information, see Jump. |
Limits
A waterfall chart consists of a Category Axis (dimension) and a Value Axis (measure):
The category axis is determined by the dimensions of the data. You must select at least one dimension, such as province or product type.
The value axis is determined by the measures of the data. You can select a maximum of one measure, such as the number of orders or profit amount.
What to do next
If other people need to view the dashboard, you can share it. For more information, see Share a Dashboard.
To create a complex BI portal with a navigation menu for thematic analysis, you can integrate the dashboard into the BI portal. For more information, see Create a PC BI portal.