Creating Waterfall charts


A Waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values. The Waterfall chart is also known as a flying bricks chart or Mario chart due to the apparent suspension of columns (bricks) in mid-air.

When to use a Waterfall chart

A Waterfall chart can be used for analytical purposes, especially for understanding or explaining the gradual transition in the quantitative value of an entity which is subjected to increment or decrement.

Creating waterfall charts

1.   On the toolbar, select + New Page from the Pages drop down, or on the Filters and Settings pane, select the Pages tabbed page and then click the + icon to create a new page.

2.   Click the icon in the chart area and then select the Advanced tabbed page.

3.   Select the Waterfall chart type or click theicon at the top right corner of the chart area and then select Waterfall to create a Waterfall chart.

4.   From the Dimensions pane, specify a waterfallMilestoneDim for the Waterfall chart.

5.   Specify a waterfallDrillDim for your chart.

6.   Specify a Measure for your chart.

Optionally, specify a Page Dimension for your chart.

7.   In the Filters and Settings pane, select any of the following:

       Filters tabbed page to browse the chart dimensions using the Dimensions Browser.

       Pages to view all pages in the current report as thumbnails.

       Settings to define drill through, page, or report properties for the chart.

Defining waterfall chart properties

Envision allows you to define chart properties such as the title, legend, color scheme, data format, X and Y axis settings, and drill through.

The following table explains how to define these properties.

Title properties

Dialog

Property Description

Location Select a location (left, center, right) for the title.
Title Click the indicator to display or hide the chart title.
Specify a new title for your chart.
Font Select the font size and style (bold, italic) for the title.

Display properties

Show X Axis Click the indicator to display or hide the X-Axis.
Show Y Axis Click the indicator to display or hide the Y-Axis.
Color Scheme Select a color scheme from the list of available color schemes.
Format  
Legend Click the indicator to display or hide the legend.  
Label Click the indicator to display or hide labels for the chart values.
Title Click the indicator to display or hide the chart title.
Specify a new title for your chart.

Label properties

Rotation Drag the indicator for rotating the labels for the 'Y' and 'X' positions by 360 degrees, and for moving the labels for the X-Axis and Y-Axis positions vertically and horizontally respectively.
Delta Labels Select a location for the labels (top, bottom) from the list.
Label Click the indicator to display or hide labels for the chart values.
Font Select a font size for the labels, and style (bold, italic) from the respective lists.

Legend properties

Format Select a data format from the list of existing formats.
Legend Click the indicator to display or hide the legend.
Rows visible Drag the indicator in the range 1-10 to display the number of visible legend rows.
Location Specify a location for the legend display (left, center, right).
Color Select a color for the legend and the line connecting the data points from the color palette, and then click choose.
Opacity Drag the indicator in the range 0-1 to set the opacity level for the legend.
Font Select the font size for the legend, and style (bold, italic) from the respective lists.

X Axis properties

Show X Axis Click the indicator to display or hide the X-Axis.
Rotation Drag the indicator for rotating the labels for the X-Axis by 360 degrees, and for moving the X-Axis labels vertically and horizontally respectively.
Static label length Specify the static length for the X-Axis labels (number of alphabets to be displayed).
Label Enter the text for the X-Axis label. By default, the X-Axis dimension name is set as the default label text.
Font Select a font size for the X-Axis labels, style (bold, italic) from the respective lists.

Y Axis properties

Show Y Axis Click the indicator to display or hide the Y-Axis.
Rotation Drag the Rotation indicator for rotating the labels for the Y-Axis by 360 degrees.
Format Select a data format for displaying the Y-Axis values.
Label Enter the text for the Y-Axis label.
Font Select a font size for the Y-Axis labels, style (bold, italic) from the respective lists.

Data point properties

Color scheme Select a color scheme from the list of available color schemes.
Format Select a data format from the list that contains the default data format as well as the data formats that you have created.

Page Properties

Report

Properties