# Waterfall Charts

### 1. Single-category waterfalls

{% tabs %}
{% tab title="Simple Waterfall" %}

## &#x20;                       <mark style="color:$success;">**Simple waterfall**</mark>

#### **Chart setup to build a simple waterfall:**

| Configuration option | Configuration value                                                                         |
| -------------------- | ------------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimensions you want to use to break down and analyze the measures (e.g., Quarter). |
| **Values parameter** | Drag multiple measures to analyze (e.g., 2021 Actuals).                                     |
| **Chart type**       | Select **Vertical Waterfall** from the Waterfall section of the Chart Type dropdown menu.   |

> The waterfall  chart represents the contribution of each quarter to the final 2021 Actuals.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FMb5LHZmFnVdttJtecWcm%2Fimage.png?alt=media&#x26;token=75a9586c-157d-4c71-8d83-37afa2619a6b" alt=""><figcaption><p>Simple waterfall</p></figcaption></figure>
{% endtab %}

{% tab title="Variance waterfall" %}

## &#x20;                           <mark style="color:$success;">Variance waterfall</mark>

#### **Chart setup to build a variance waterfall:**

| Configuration option | Configuration value                                                                                |
| -------------------- | -------------------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimensions you want to use to break down and analyze the measures (e.g., Quarter).        |
| **Values parameter** | Drag multiple measures to analyze (e.g., 2021 Actuals, 2020 Actuals).                              |
| **Chart type**       | Select **Vertical Variance Waterfall** from the Waterfall section of the Chart Type dropdown menu. |

> The variance waterfall chart represents the contribution of each quarter that led to the difference in Actuals between 2020 and 2021.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FkFgMipuZvjx8qAkIucYi%2Fimage.png?alt=media&#x26;token=580a4c26-93e5-4db4-9026-10b7f10ff1de" alt=""><figcaption><p>Variance waterfall</p></figcaption></figure>

### **1. Other settings for variance waterfall charts**

**1.1. Variance datalabel format**

Display the variance value, variance percentage, or both using this option.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FDhAMBfKc1TDuzFsiPmwe%2Fimage.png?alt=media&#x26;token=b1427b0e-e6f1-4ea6-a25a-619957afbb3c" alt=""><figcaption><p>Displaying variance value and percentage</p></figcaption></figure>

**1.2. Show variance inflations**

Indicate whether the variance is positive or negative with arrow symbols.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2F50e3y7Do13fuejXHYk4a%2Fimage.png?alt=media&#x26;token=312c5e4d-711b-4355-bd14-e9991084ee54" alt=""><figcaption><p>Show variance inflations</p></figcaption></figure>
{% endtab %}

{% tab title="Combo waterfall" %}

## &#x20;                     <mark style="color:$success;">Combo waterfall</mark>

#### **Chart setup to build a combo waterfall:**

| Customization option | Customization value                                                                         |
| -------------------- | ------------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimensions you want to use to break down and analyze the measures (e.g., Quarter). |
| **Values parameter** | Drag multiple measures to analyze (e.g., 2021 Actuals, 2020 Actuals, 2021 Plan).            |
| **Chart type**       | Select **Waterfall + Column** from the Waterfall section of the Chart Type dropdown menu.   |

The waterfall chart represents the variance between actuals and plan for 2021 and shows the difference between actuals, plan, and the previous year actuals.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2Fv0Cuo5AR05LfFImta6B7%2Fimage.png?alt=media&#x26;token=2e4fd302-9fd0-45e9-930f-c3135edf1454" alt=""><figcaption><p>Combination waterfall</p></figcaption></figure>

When IBCS mode is enabled, this is the C05 IBCS equivalent chart.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FgnOo6479cQ5Ui4L4VERM%2Fimage.png?alt=media&#x26;token=2afd58b1-8ce5-463a-8d13-8710c9c5fda5" alt=""><figcaption><p>IBCS C05</p></figcaption></figure>

### **1. Canvas settings for** Waterfall + Column **charts**

**1.1. Variance**

Determine whether the variance waterfall should be plotted based on PY or PL.

<div><figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FPay2F1pv3123K95J7MZ4%2Fimage.png?alt=media&#x26;token=3b4b07b8-d3a9-4863-98a8-0fe705133de2" alt=""><figcaption><p>Variance based on PL</p></figcaption></figure> <figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2Fq5S7WTUQnSeHW4XkSye0%2F2024-06-25_13h09_16.png?alt=media&#x26;token=662d5657-86a1-4a51-91aa-e750a5155d0c" alt=""><figcaption><p>Variance based on PY</p></figcaption></figure></div>
{% endtab %}
{% endtabs %}

### 2. Multi-category waterfalls

{% tabs %}
{% tab title="Stacked Waterfall" %}

## &#x20;                    <mark style="color:$success;">Stacked waterfall</mark>

#### **Chart setup to build a stacked waterfall:**

| Configuration option | Configuration value                                                                         |
| -------------------- | ------------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimensions you want to use to break down and analyze the measures (e.g., Quarter). |
| **Values parameter** | Drag multiple measures to analyze (e.g., 2021 Actuals).                                     |
| **Small Multiples**  | Assign the dimension to use to plot the stacks (e.g., Sub Category).                        |
| **Chart type**       | Select **Stacked Waterfall** from the Waterfall section of the Chart Type dropdown menu.    |

> The waterfall chart represents the contribution of each quarter to the total actuals. Within each quarter, the stacks capture the contribution of various product categories to that quarter.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FOQFkva9AIX6cQftC6HZ8%2Fimage.png?alt=media&#x26;token=31fae767-4763-47f0-a0e6-2cbf0edaedf8" alt=""><figcaption><p>Stacked Waterfall</p></figcaption></figure>
{% endtab %}

{% tab title="Breakdown Waterfall" %}

## <mark style="color:$success;">**1. Breakdown waterfall with small multiples**</mark>

#### **Chart setup to build a breakdown waterfall with small multiples:**

| Configuration option | Configuration value                                                                                     |
| -------------------- | ------------------------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimensions you want to use to break down and analyze the measures (e.g., Quarter).             |
| **Values parameter** | Drag multiple measures to analyze (e.g., Actuals).                                                      |
| **Small Multiples**  | Assign the dimension to use to further break  down the measures (e.g., Sub Region)                      |
| **Chart type**       | Select **Vertical Breakdown** **Waterfall** from the Waterfall section of the Chart Type dropdown menu. |

> The waterfall charts breaks down the contribution of each quarter to the total Actuals. It also captures the contribution from different subregions to the change in actuals between consecutive quarters.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FcpZNA4l3ewHjpWIPHGgD%2Fimage.png?alt=media&#x26;token=b6cc321c-ec57-45a4-8201-145221b515e6" alt=""><figcaption><p>Breakdown waterfall</p></figcaption></figure>

### <mark style="color:$success;">**2. Measure-based Breakdown waterfall**</mark>&#x20;

#### **Chart setup to build a measure-based breakdown waterfall:**

| Configuration option | Configuration value                                                                                     |
| -------------------- | ------------------------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimensions you want to use to break down and analyze the measures (e.g., Sub Region).          |
| **Values parameter** | Drag multiple measures to analyze (e.g., 2024 Actuals, 2023 Actuals, 2022 Actuals).                     |
| **Chart type**       | Select **Vertical Breakdown** **Waterfall** from the Waterfall section of the Chart Type dropdown menu. |

> Breaks down the contribution of each Sub Region to the total. It also captures the contribution of each measure to the change in totals between subregions.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FCY5UzLtQlygKlf9IAC8D%2Fimage.png?alt=media&#x26;token=95ab1e36-9b74-439f-a193-67a03f6188dd" alt=""><figcaption><p>Measure based breakdown waterfall</p></figcaption></figure>
{% endtab %}

{% tab title="Stacked Breakdown Waterfall" %}

## &#x20;            <mark style="color:$success;">Stacked breakdown waterfall</mark>

#### **Chart setup to build a stacked breakdown waterfall:**

| Configuration option | Configuration value                                                                                                    |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimensions you want to use to break down and analyze the measures (e.g., Quarter).                            |
| **Values parameter** | Drag multiple measures to analyze (e.g., 2021 Actuals).                                                                |
| **Small Multiples**  | Assign a dimension to use to break down the measure and a second dimension to plot stacks (e.g., Sub Category, Region) |
| **Chart type**       | Select **Vertical Breakdown** **Waterfall** from the Waterfall section of the Chart Type dropdown menu.                |

> Breaks down the contribution of each quarter to the total. It also captures the contribution from different regions to the change in actuals between consecutive quarters. Additionally, the stacks show the contribution of each product category to the actual value for a particular quarter.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FMvtCUAIDYxj6ATlQaJn0%2Fimage.png?alt=media&#x26;token=ea749f19-a1ea-4952-9452-fa142402a321" alt=""><figcaption><p>Stacked breakdown waterfall</p></figcaption></figure>
{% endtab %}
{% endtabs %}

### 3. Single-measure, no-category waterfall

{% tabs %}
{% tab title="Single measure waterfall" %}

## &#x20;             <mark style="color:$success;">Single measure waterfall</mark>

#### Chart setup to build a single measure waterfall:

| Configuration option | Configuration value                                                                                                  |
| -------------------- | -------------------------------------------------------------------------------------------------------------------- |
| **Axis**             | Does not require an axis parameter.                                                                                  |
| **Values parameter** | Drag multiple measures to analyze (e.g., 2024 Actuals, 2024 Plan, 2023 Actuals, 2023 Plan, 2022 Actuals, 2022 Plan). |
| **Chart type**       | Select **Vertical Breakdown** **Waterfall** from the Waterfall section of the Chart Type dropdown menu.              |

> The waterfall chart breaks down the contribution of each measure to the total. Does not require an explicit measure or dimension configuration.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FMJ9x4BS56tcg17Af3xAz%2Fimage.png?alt=media&#x26;token=62e44286-1dbf-45b7-b34e-1a01c675194a" alt=""><figcaption><p>Measure only waterfall</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% hint style="info" %}
Change the orientation to horizontal by clicking on the orientation icon in the chart-type menu.
{% endhint %}

## Additional formatting options

Here are the other settings that help you refine your waterfall chart.

<table><thead><tr><th width="143.5">Feature</th><th>Description</th><th data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Number</td><td>Configure number formatting (decimals, units)</td><td><a href="../working-with-analytics+/3.-charts/3.8.-display-settings-for-charts/charts-number-settings">charts-number-settings</a></td></tr><tr><td>Legend</td><td>Show/hide and customize the legends</td><td><a href="../working-with-analytics+/3.-charts/3.8.-display-settings-for-charts/charts-legend-settings">charts-legend-settings</a></td></tr><tr><td>Data Label</td><td>Show exact values for each data point</td><td><a href="../working-with-analytics+/3.-charts/3.6.-data-label-customizations">3.6.-data-label-customizations</a></td></tr><tr><td>Trellis</td><td>Create small multiples using category split</td><td><a href="../working-with-analytics+/6.-trellis-customizations">6.-trellis-customizations</a></td></tr><tr><td>Conditional Formatting</td><td>Apply color rules to highlight values</td><td><a href="../working-with-analytics+/9.-conditional-formatting">9.-conditional-formatting</a></td></tr><tr><td>Sorting</td><td>Sort axis order</td><td><a href="../working-with-analytics+/10.-sort-and-reorder-data/sorting-data">sorting-data</a></td></tr><tr><td>Ranking</td><td>Limit to top/bottom N categories</td><td><a href="../working-with-analytics+/11.-ranking-data-topn/ranking-for-charts">ranking-for-charts</a></td></tr></tbody></table>

## Migrating from xViz Waterfall charts to Analytics+

{% hint style="success" %}
**Download Guide and Demo**

Access the detailed guide with step-by-step settings paths and a PBIX demo report for comprehensive configuration examples between xViz and Analytics+.
{% endhint %}

**Download ↓**

{% file src="<https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FWBcKGTtQW55D4LTvIzh6%2FxViz%20Waterfall%20Chart%20to%20Inforiver%20Analytics%2B.zip?alt=media&token=beaba471-bad9-4355-b6ba-10335c580c04>" %}
Download the zip file to access the migration guide and PBIX demo file
{% endfile %}