Waterfall Charts

Waterfall charts help visualize the cumulative impact of sequential values across a data series. Ideal for financial analysis, they make it easy to track changes in profit, revenue, cash flows, etc.

1. Single-category waterfalls

Simple Waterfall

Simple waterfall

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.

Simple waterfall

Variance waterfall

Combo waterfall

2. Multi-category waterfalls

Stacked Waterfall

Stacked waterfall

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.

Stacked Waterfall

Breakdown Waterfall

Stacked Breakdown Waterfall

3. Single-measure, no-category waterfall

Single measure waterfall

Single measure waterfall

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.

Measure only waterfall

Change the orientation to horizontal by clicking on the orientation icon in the chart-type menu.

Additional formatting options

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

Feature	Description	Link
Number	Configure number formatting (decimals, units)	Charts - number settings
Legend	Show/hide and customize the legends	Charts - legend settings
Data Label	Show exact values for each data point	3.6. Data label customizations
Trellis	Create small multiples using category split	6. Trellis customizations
Conditional Formatting	Apply color rules to highlight values	9. Conditional formatting
Sorting	Sort axis order	Sorting data
Ranking	Limit to top/bottom N categories	Ranking for charts

Migrating from xViz Waterfall charts to Analytics+

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