4 Replies Latest reply on Sep 27, 2016 2:28 AM by ra.sae.0

    Waterfall chart

    keerthana kumar

      Hi All,

       

      I have to achieve the below waterfall graph using tableau. I have attached a sample data set.

      waterfall.png

       

      Have tried using the Running total ,splitting into different sheets creates huge gaps between sheet.

      Is there any workaround to achieve this in tableau.

        • 1. Re: Waterfall chart
          Siraj Alimohamed

          Hi Keerthana,

           

          First question on this from me would be on the structure of the data. I have assumed that the sample Excel workbook that you have attached is reflective of the data that you hold and would like to report on. If this is not the case, you will need to tweak the calculations to ensure that you are able to draw the waterfall chart as required. At a very high level, there are many ways you can do this - Custom SQL is an option, and so is data blending... again, each option has its merits and demerits based on the structure of your data. I've written a blog on waterfall charts here - https://lovemydata.wordpress.com/2015/11/13/waterfall-charts/

           

          For the current requirement, I have created a column on the Excel data that would differentiate between the A that forms a variance between 2013 and 2014, and the A that forms the variance between 2014 and 2015. With this new column, and using RUNNING_SUM and some conditional statements I am able to recreate the waterfall chart you required, as below:

           

          Waterfall Chart.png

           

          I have attached the workbook for your reference. Let me know if this works...

           

          Cheers

          Siraj

          1 of 1 people found this helpful
          • 2. Re: Waterfall chart
            ra.sae.0

            Hi Keerthana,

             

            I have made data into the below and please see to the attached sheet.

             

            I did not get much time and I am lower version of Tableau. Hence I couldnt change the Label colors to match the mark color.

             

            Please see to it. Hope this helps

             

            YearAxisSizeValues
            20132013124124
            2013A15.3139.3
            2013B8.6147.9
            2013C6153.9
            2013D3.3157.2
            2013E-0.1157.1
            2013F-6.5150.6
            20142014151150.6
            2014D15.3165.9
            2014A14179.9
            2014G8.8188.7
            2014C7.4196.1
            2014H3.3199.4
            2014B-3.4196
            20152015196196

             

             

             

            1 of 1 people found this helpful
            • 3. Re: Waterfall chart
              keerthana kumar

              Thanks a lot for the guidance.

               

              I was able to do the graph . But my issue was sorting . as in my original dashboard i have many steps so Manual sorting was not feasible.

              But I used sorting method defined by Rasa Raza .

              Thanks lot for helping me out here .

              • 4. Re: Waterfall chart
                ra.sae.0

                Thats Great Keerthana.

                 

                Please set this question to Answered