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Waterfall Chart in Tableau


For Corporate training and Online Training contact at info@instrovate.com .  During my Corporate Tableau Training in Gurgaon , i get questions many time regarding Waterfall charts.

Waterfall charts effectively display the cumulative effect of sequential positive and negative values. If you’re interested in showing where a value starts, ends and how it gets there incrementally, a waterfall chart is the best for you. You can also call a waterfall chart to be one of the best ways to unpack a large number and to break it down into digestible bites – maybe by organizational unit (very common) or by time period (also common, but less typically for a waterfall chart).

So, now that you have understood what a Waterfall Chart is let’s have a quick Hands-On .

Let’s make a visualization with Discrete MONTH (Order Date) and Sum[Profit], using Sample Superstore- xls. dataset, as we are well acquainted with this and we do not waste much time in Data Understanding.

Waterfall Chart in Tableau 29

Now, perform a Quick Table Calculation of Running Total on Profit.

Waterfall Chart in Tableau 30

Your visualization will change like below. Also note the change in Sum[Profit] in the Row Shelf stating it has a Table calculation performed to it, as it appears with a delta mark now.

Waterfall Chart in Tableau 31

From the Marks Shelf change the marks to Gant Chart. The change will result in below visualization:

Waterfall Chart in Tableau 32

This draws a line at the value of each Month’s Running Total. Now, we need to stretch each bar by Negative Profit i.e the Negative line will stretch upward to match the starting to the Positive Band and if the band is Positive then it has to stretch downwards to match the starting of the Negative band. To achieve this lets make a Calculated Field and call it Negative Profit.

Waterfall Chart in Tableau 33

Drag the new created field to the Size Marks Shelf and your resulting visualization will be as below:

Waterfall Chart in Tableau 34

Next Move the Profit from the Data pane to the Color Shelf and give it Stepped Size of 2 and change the color to Red-Green.

Waterfall Chart in Tableau 35

Finally, your Waterfall Chart is ready:

Waterfall Chart in Tableau 36

For Corporate training and Online Training contact at info@instrovate.com

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