The Ultimate Waterfall Chart

by klabir on ‎03-30-2017 10:33 AM

Hello Everybody!

 

Let me introduce you today the Ultimate Waterfall Chart, a Custom Visual by Dataviz.boutique, soon available in the gallery. Let’s have a more detailed look on my first example I have prepared. Its not a final dashboard, it just has the charts or features on it I want to explain.

 

 

blog1.png

 

 

 We are looking here at a vertical or so called calculation Waterfall Chart. The status bars represent base and result measures (e.g. sales and EBIT) whereas the contribution bars in between represent the increase or decrease of the measures. It is used for every category, except time series which I would like to explain in the second part of this post later. This vertical Waterfall is also grouped by years. So, it’s a so called small multiple chart.

 

One single chart is basically multiplied by another Dimension/Column. Since, for example, 1000 USD have is the same bar size/length in all charts. So, a visual comparison is possible -- we call that “same scaling”. The “Blue” bar is a manual added sub total sum. You can change also the color of these types of bars for special highlighting in case you would like to. You can basically change all colors of all bars in this visuals. The default colors follow also the IBCS Colors. Last but not least it is also possible to sort the charts inside the small multiples by the multiplied category.

 

 

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Below you see an example of an horizontal Waterfall Chart which is used for Time Series only. We have here a single Chart (of course, small multiples are also possible) with three subtotals and the total value which each of them represents the year-to-date (YTD) value. This is the sum of 3 months for Quarter 1 in case and the sum of the first 9 month for Q3 YTD.

 

 

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We are happy to get your feedback and suggestions for enhancements as well. These charts are following the rules of the International Business Communication Standards (IBCS®) http://www.ibcs-a.org/.

 

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Comments
by Simon_Nuss Regular Visitor
on ‎03-30-2017 11:06 AM

Wow, that's really visually effective

by LPetty Frequent Visitor
on ‎03-30-2017 05:44 PM

Have you seen an example of a waterfall chart that shows:

First Bar:  Previous Year total

Middle Bars:  Year over Year Change

End Bar:  and Year End Total 

 

For example:

First Bar:  Pervious Year Total for Year 2016:  17M Cars

Middle Bars:  GM+400K, Ford -100K, Toyota-200K, Honda+500K, Chrysler+400K

End Bar:  Year End Total for Year 2017 = 18M Cars

 

The data source only shows cars production by year.  So the totals and year-over-year deltas would be calculations.  

I am able to create this view in Tableau, but it was not easy.

 

by klabir
on ‎03-31-2017 12:05 AM

Hello

 

we are working on a sceranrio like this. We know that this is a much requested feature.

Keep watching our blog to be informed about updates in the next 3 weeks

BR

Klaus

 

by klabir
on ‎04-04-2017 12:24 PM

Define up to 8 subtotals and their name as well.. PowerBI Ultimate Waterfall Chart major update with a lot of improvements! get it here  - a full functional version..

http://dataviz.boutique/2017/03/22/powerbi-ultimate-waterfall-custom-visual/

 

subtotalsnew.PNG

by klabir
on ‎04-06-2017 09:58 AM

SNEAK PREVIEW: PowerBI Ultimate Variance Chart Custom Visual

 

http://dataviz.boutique/2017/04/01/powerbi-ultimate-variance-chart-custom-visual/

sneakP.PNG

by klabir
on ‎04-12-2017 11:10 AM

Hello @LPetty

 

we have now something which could fit your requirements. register for a private preview in case you want to test that feature:

  • Support for Variance Waterfalls
    • Define Start Value
    • Define or calculate Deviation as increase/decrease

Register for private preview.

http://dataviz.boutique/2017/03/22/powerbi-ultimate-waterfall-custom-visual/

M7.PNG

by klabir
on ‎04-12-2017 11:12 AM

 

M8.PNG

by DavidMoss Member
on ‎04-15-2017 11:14 AM

these waterfall charts look so cool. Well done.

by adamflath Member
on ‎04-20-2017 08:00 AM
Just an FYI, seems like Dataviz.boutique is down?
by klabir
on ‎04-20-2017 08:47 AM

thx, should be online again!

by Heerainb New Member
on ‎06-28-2017 04:29 PM

Hi. Great visual. 

Tring to test with some date but am getting a licence expired message. Hoping you can help. 

Thanks in advance

by pk_123 Frequent Visitor
on ‎07-27-2017 10:38 AM

Great visual. Question - Is there a way to conditionally shade the background behind the waterfall? For example, we often do KPI waterfall charts by Date and shade holidays etc.  

by johnsherdy10 Visitor
on ‎08-07-2017 06:32 AM

Hello

Great visual. 

I will watch carefully. Hoping it can help me. 

Thanks you

by klabir
on ‎08-13-2017 08:42 AM

Newest Feature Sheet is here available:

https://dataviz.boutique/

FeatureSheetWaterfall6.PNG

by ryan46 Visitor
on ‎12-06-2017 07:28 AM

Hello,

 

2 simple formatting questions

 

1. Is there a reason why I would not be able to change each individual column bar color? I have show all on, and when I choose a color it automatically reverts back to the white box witht the red line through it.

 

2. Is there a way to remove the + or - signs from the data labels?

 

Thanks

by Maria_Koroleva Frequent Visitor
on ‎03-20-2018 01:20 AM

Hello! 

How can i hide name https://dataviz.boutique from the chart?

by revansh Member
on ‎06-29-2018 10:17 AM

Hi,

 

Is there a way to set DYNAMIC Y-AXIS scaling on UNTIMATE WATERFALL CHART.

 

If not, we dont see an option to set START POINT for Y-axis on ultimate waterfall chart.

 

Could you please provide some details if any of above features are avaiable which we are missing.

 

Thanks in Advance

by revansh Member
on ‎07-16-2018 06:27 AM

Hi,

 

Is there a way to set DYNAMIC Y-AXIS scaling on UNTIMATE WATERFALL CHART.

 

If not, we dont see an option to set START POINT for Y-axis on ultimate waterfall chart.

 

Could you please provide some details if any of above features are avaiable which we are missing.

 

Thanks in Advance