1 Reply Latest reply on Dec 1, 2015 6:23 PM by Takaaki Koseki

    Create waterfall chart (with starting amount in another column)

    Henry H

      Hi all!

       

      I am trying to create a waterfall chart with the following table:

             

      Unique_IDBase PeriodComp PeriodHigh Level ActivityBase AmtComp AmtDif
      A6/30/20159/30/2015Common        2,000           1,900       (100)
      B6/30/20159/30/2015Common        1,000               950         (50)
      C6/30/20159/30/2015Common            500               500            -
      D6/30/20159/30/2015Dropped        4,000                  -     (4,000)
      E6/30/20159/30/2015New               -             2,500     2,500

       

      I would like to have in one chart:

      1) the total base amt (7500) starting off,

      2) then the total common dif amt (-150) next to it,

      3) then total dropped dif amt (-4000) next,

      4) then the total new dif amt (2500) next,

      5) and finally the ending total (5850) on the last line. 

       

      I can create steps 2 - 5, but the issue is I don't have a record to show the starting bar for the total base amt (since base amt is a different column than what is being graphed on the chart).  Is there any way to create this chart? If not, are there any way we can structure the data to make this chart possible, aside from adding in a "dummy" line and putting the total base amt on the dif column?

       

      Thanks in advance,

      Henry

        • 1. Re: Create waterfall chart (with starting amount in another column)
          Takaaki Koseki

          Hi.

           

          I have 2 idea.

          One is using Dual Axis.

          Maybe this graph is a little bit difference from what you want.

          But it needs not to change a view of data.

          Please see [Waterfall] sheet of attached workbook.

          A.png

           

          Another one is using Union.

          Maybe this graph is exactly what you want.

          It uses self union query. One query is group by High Level Activity and another is total.

          Please see [Union] sheet of attached workbook.

          B.png

           

          Please reply if you want further explanation.

           

          Thanks.

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