5 Replies Latest reply on Feb 6, 2019 3:41 PM by anne.gilleland.0

# Waterfall Chart with Monthly Totals and Date filters

Hello!

I am trying to create a waterfall chart that shows the monthly total on the first bar, a waterfall chart broken down by Type in the middle, and the most current month total on the right. In other words, I'm trying to show the steps/changes that happened between months. I'm having trouble figuring out how to get the monthly total bars on either side of the waterfall chart.

Another piece of complexity is that we would like to be able to lasso 3 (or more) months on the "Overview" bar graph on a dashboard, and have that navigate to the waterfall chart on a different dashboard that shows the earliest month selected and the last month selected and the steps in between broken down by Type (shown in the waterfall sheet).

I'm really struggling with both the month total bars on either side and the complex dashboard actions. Any and all advice is welcome!

Thanks so much,

Anne

ps the workbook version is 10.5

• ###### 1. Re: Waterfall Chart with Monthly Totals and Date filters

Here is one example.

Thanks,

Shin

3 of 3 people found this helpful
• ###### 2. Re: Waterfall Chart with Monthly Totals and Date filters

Hi Shin,

Thank you so much this is exactly what I was looking for. How can I make sure that the downgrade and lost customer denote a negative change and adoption and new customer are positive? It seems I have it backwards right now.

Also, is there a way to get the total columns on the left and right to start at zero?

Thanks!

• ###### 3. Re: Waterfall Chart with Monthly Totals and Date filters

Not sure but this?

And don't understand this part.

Also, is there a way to get the total columns on the left and right to start at zero?

If cum becomes negative at any single point, bar cannot start from as water fall's nature?.

Or you swap positive negative,cum negative is supposed to be gone?

Shin

1 of 1 people found this helpful
• ###### 4. Re: Waterfall Chart with Monthly Totals and Date filters

Perfect! Thank you!! One last question:

For some reason the max month isn't working properly. How can I fix this?

• ###### 5. Re: Waterfall Chart with Monthly Totals and Date filters

I ended up just adding "show row grand totals" and this created a bar that went from the bottom of the last waterfall bucket to the x axis. Thanks!