A waterfall chart is a type of graph used to show gradual changes in value over a specified range, often used to analyze cumulative increases and decreases. Each category on the chart shows how a particular component affects the final value - increasing columns indicate positive changes, while decreasing columns indicate losses. It is particularly useful in financial analysis, such as for showing the components affecting the bottom line of a budget, profit or other business process. This widget was implemented in version 2.3.
Chart properties
Initial sum - value of the summation column displayed before the first bar of the chart.
Series - a cascade chart can contain several series
Name - this is the name of the series that will be displayed in the legend and in the label when you hover over a point on the chart. In this type of chart, the name is common to all series.
Data - if the data comes from an external table or list, use a lookup formula to get the correct records. If the data is entered directly into the field or given as a cell address, you can leave the field blank.
X - if the data is retrieved using the lookup function, indicate the column from the related record. Otherwise, you can specify a range of cells or an array of values. If X values are not specified, the points on the X axis will be assigned to consecutive natural numbers or categories.
Y - if the data is retrieved using the lookup function, specify a column from the associated record. Otherwise, you can specify a range of cells or an array of values.
Data labels - labels that help the user read the values on the chart:
- Tooltip - When you hover over a point on the axis, its value will be displayed
- Fixed - values are displayed directly on the chart
- None - labels will not be displayed
Show sum - If the option is enabled, the chart will display an additional bar showing the sum of all values.
Example 1.
Suppose we have the company's profit and loss data for a given quarter, broken down into various categories that affect the total result. The data is retrieved using the lookup function.
- The X axis represents ‘Categories’, stored as text. Since the data is text, you should change the X-axis type to categories. By default, the data is displayed according to the order in which it is taken from the table, so it is a good idea to enter the correct order in the categories. In addition, include summary columns.
Series
- The Y axis shows financial values.
In a waterfall chart, individual bars will show the changes in values between stages. For example, the initial state will be the beginning of the chart, and subsequent changes (increase in sales, profit from new products...) will be shown as a cascade, changing the total result.
Waterfall chart
Note: If you want to display the initial sum and final sum on the chart, you should include them in the sum column category. Otherwise, only numbers appear instead of column names (e.g., 0 for the inital sum and 14 for the sum).
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