Waterfall Chart

Composition > Static > Accumulation or Subtraction to Total | Difficulty: Hard
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TABLEAU

CHANGE IN PROFIT OVER TIME

COLUMNS: Measure or Date
ROWS: Measure (e.g Profit)

MARKS
TYPE: Gant Bar
SIZE: Create > Calculated Field…
> -[row Measure]
COLOR: row Measure

WHAT IS A WATERFALL CHART?

A waterfall chart shows a running total as values are added or subtracted. The columns are color coded so you can quickly tell positive from negative numbers. The initial and the final value columns often start on the horizontal axis, while the intermediate values are floating columns. Because of this “look”, waterfall charts are also called bridge charts.

WHEN TO USE A WATERFALL CHART

It’s useful for understanding how an initial value (for example, net income) is affected by a series of positive and negative values.

SOURCE: Microsoft Office

EXCEL

PROFIT AND LOSS

INSERT > CHART > INSERT WATERFALL OR STOCK CHART > WATERFALL

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