Waterfall charts

1. Single-category waterfalls

Simple Waterfall

• Axis parameter - Quarter

• Values parameter - 2021 Actuals

• Chart type - Vertical Waterfall

• Description: Represents the contribution of each quarter to the final 2021 Actuals.

Simple waterfall

Variance waterfall

• Axis parameter - Quarter

• Values parameter - 2021 Actuals, 2020 Actuals

• Chart type - Vertical Variance Waterfall

• Represents the contribution of each quarter that led to the difference in Actuals between 2020 and 2021.

Variance waterfall

1. Other settings for variance waterfall charts

1.1. Variance datalabel format

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

Displaying variance value and percentage

1.2. Show variance inflations

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

Show variance inflations

Combo waterfall

• Axis parameter - Quarter

• Values parameter - 2021 Actuals, 2020 Actuals, 2021 Plan

• Chart type - Waterfall + Column

• Represents the variance between Actuals and Plan for 2021 and shows the difference between Actuals, Plan, and Previous year actuals.

Combination waterfall

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

IBCS C05

1. Canvas settings for Waterfall + Column charts

1.1. Variance

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

Variance based on PL

Variance based on PY

2. Multi-category waterfalls

Stacked Waterfall

• Axis parameter - Quarter

• Small Multiples parameter - Sub Category

• Values parameter - 2021 Actuals

• Chart type - Stacked Waterfall

• 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

1. Breakdown waterfall with small multiples

• Axis parameter - Quarter

• Small Multiples parameter - Sub Region

• Values parameter - Actuals

• Chart type - Vertical Breakdown Waterfall

• 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.

Breakdown waterfall

2. Measure based Breakdown waterfall

• Axis parameter - Sub Region

• Values parameter - 2024 Actuals, 2023 Actuals, 2022 Actuals,

• Chart type - Vertical Breakdown Waterfall

• Breaks down the contribution of each Sub Region to the total Actuals. It also captures the contribution of each measure to the change in actuals between subregions.

Measure based breakdown waterfall

Stacked Breakdown Waterfall

• Axis parameter - Quarter

• Small Multiples parameter - Sub Category, Region

• Values parameter - 2021 Actuals

• Chart type - Vertical Stacked Breakdown

• Breaks down the contribution of each quarter to the total Actuals. 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.

Stacked breakdown waterfall

3. Single-measure, no-category waterfall

Single measure waterfall

• Axis parameter - N/A

• Values parameter - 2024 Actuals, 2024 Plan, 2023 Actuals, 2023 Plan, 2022 Actuals, 2022 Plan,

• Chart type - Vertical Breakdown Waterfall

• Breaks down the contribution of each measure to the total Actuals. 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.