In the past couple of months I have helped build 2 different types of Waterfall charts. It would greatly help
if you have dummy data by any chance. Meanwhile I have posted the 2 threads along with a screenshot of
how each one works and what is the end result. Follow the 2 urls and you will be able to download twbx files
and get step by step details on building different Waterfall charts.
1) Waterfall chart in a Single View (fun and challenging) :
2) Waterfall chart combining 3 visuals (relatively easier):
I sincerely hope you find the above links useful and are able to create your visual using a similar approach. Do let me
know in case of any questions. Also in case this answers your question, then please mark as helpful, correct answer.
Best Wishes !
Thank you for sharing the solution. I am preparing the Cost and revenue waterfall chart. In above example we have entity that we can assume as Revenue or Expense Items, but we do not have entity number or number against revenue or expense.
You're welcome and I hope you were able to create your Waterfall chart. Best wishes !
I am still trying to work out the solution for waterfall chart. My data has all the expense hierarchy from parent to child. I have tried the above solution, but it is not working
It would have helped if you had provided some dummy data as the earlier charts were made
for specific data structures and parameters/filters. Please provide some dummy data or an
attached workbook and we'll be glad to help create your visual. Best wishes !
Account month. Amount
Cost1. Jan. 100
Cost2. Jan 200
Cost3. Jan. 300
Cost4. Jan. 400
Cost1. Feb 200
Cost2. Feb. 300
Cost3. Feb. 400
This is the dummy data I have made as I can't share the original data.
I just need to select the month waterfall would be updated accordingly