Tableau charts: Waterfall chart

February 20, 2018

The series, Tableau charts has always focused on one thing, helping Tableau users learn how to create different charts and graphs hence equipping them with different techniques of telling each data story. Therefore, inspired by the mission of this series, I will show you in this article how to create a Waterfall chart in Tableau.

Wikipedia defines a waterfall chart as a form of data visualization that helps in understanding cumulative effect of sequentially introduced positive or negative values. A waterfall chart is also known as a flying bricks chart or Mario chart due to the apparent suspension of columns (bricks) in mid-air. Often in finance, it will be referred to as a bridge chart.

Step by Step Procedure on Making a Waterfall Chart.

I will be using Superstores data set pre-loaded in Tableau app, to create a waterfall chart using the dimension Sub-Category to show cumulative effect of Profit on the Sub-Category's.

But first, download the Superstores data set above and connect it with tableau app to follow along.

  1. Create a simple Column chart using dimension Sub-Category and measure Profit.

  • Drag Sub-Category to the Column(s) shelf

  • Drag Profit to the Row(s) Shelf (Use SUM() as your aggregate function)

  • Under Marks Card, select chart type as a Bar.

See the resulting chart below.

 

 

 2. Add a 'Quick Table calculation' to compute Running Total.

  • Right click on SUM(Profit) on the Row(s) shelf >>> Quick Table Calculation >>> Running Total (Note Table calculation is computed across Table, to confirm the  same and correct if otherwise right click on SUM(Profit) >>>  Compute Using >>>  Table (across) ).

 3. To show the cumulative effect of Profit on Sub-Category's, we need to define the Top and the Bottom from where suspended columns will begin. To Achieve this we need to change the chart type from Bar chart to a Gantt Bar under Marks Card.

See the resulting chart below.

 4. Add Column size.

Create a calculated field 'Column Size' below and drag it to the Size tab under Marks card to fill the gaps.

 

Adding above, Calculated field to Size tab results,

 

 

5. Now, we need to differentiate between Profitable and Unprofitable Sub-Category's within the suspended columns of the waterfall chart using the calculated field below,..

 Adding the 'Conditional Field' above to the color tab we've.

 

6. We can go a notch higher by adding Grand Totals to show cumulative total for all Sub-Category's.

Go to Analysis Menu >> Totals >> Show Row Grand Totals. Executing this gives us our final chart below.

Waterfall chart best practices

  • Use color to indicate the positive and negative flows.

  • Always label the chart clearly and appropriately.

  • Provide additional details on the tooltips.

  • This chart is not limited to monetary values, it can also be used in other areas like human resources to illustrate effects of hires, termination and retirement on the headcount.

I hope this  article was helpful to you.

Thanks for reading.

-Bernard

 

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