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The Ultimate Waterfall Chart

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.

 

 

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 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

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.

 

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

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/

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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

Hello! 

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

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

Hi,

 

I can't get the 'sort by Column' to work.

 

Attached is a screenpint of Ultimate Waterfall (top) compared to the normal Power BI Waterfall.  Both are sorted by category.

 

Waterfall.PNG