Hi.

You'll need to improve a little bit.

No thoughts.

Sorry.

Ashleigh,

I took a shot at recreating your graphic, but I'm not sure I was able to stay true to your intent. Essentially, I used the [Value] field as the primary metric on my rows shelf and then did a running sum using a Gantt bar, which creates the waterfall look when you put Period and Country as your columns. The last two tweaks I had to make were add [Value] to the Size marks card and making an equation that would interpret the current month as negative. It would look like this and would be placed into your rows shelf:

If [Month Parameter] = Month([Period]) Then -[Value] Else [Value] END

This is what my result looked like:

I've also attached the file (v10) for reference. Let me know if this isn't what you were looking for. I'm not sure it can be accomplished with two measures.

-Wesley

Little(???!!!) bit tricky because the list of company is different from the time period.

First of all, increasing chart and decreasing chart cannot be combined because there might be same country.

And draw positive chart and  negative chart is kind of mirroring, but easily get confused.

Anyways...

[Country Positive]

if {fixed [Country]:sum([Current Month Closing])}-

{fixed [Country]:sum([Previous Month Opening])}>0 then [Country] else "" end

[Country Negative]

if {fixed [Country]:sum([Current Month Closing])}-

{fixed [Country]:sum([Previous Month Opening])}<0 then [Country] else "" end

[Run_Sum P]

attr({fixed : sum([Previous Month Opening])}) +running_sum([Differnce Positive])

[Run_Sum size P]

if index()=1 then 0 else -([Run_Sum P] -lookup([Run_Sum P],-1))end

[Run_Sum size N Label]

-[Run_Sum size N]

[Run_Sum N]

attr({fixed : sum([Previous Month Opening])})+attr({fixed:sum({fixed[Country]:([Differnce Positive])})})

+running_sum([Difference Negative ])

[Run_Sum size N]

-[Difference Negative ]

[Run_Sum size P Label]

-[Run_Sum size P]

Create dual axis chart

primary as bar

secondary as gantt

And sync axis an hide 2nd header

Fix the range.

<< Bar Chart>>

[Country Positive] color

Blank = Blue (or whatever)

All other Country = "White" (looks transparent to hide basic height)

<<Gantt Chart>>

Country Color = somotihng like blue or green to show positive.

Follow the similar step for Sheet "Negative" in the attached file.

And merge two sheets in dashboard.

Thanks,

Shin

Hi all,

Let me offer another approach.

I couldn't see any solution to a Waterfall (using Gantt)

where the Dimensions are in a perfect shape.

Typically, opening bar is coming from the other dimension

(at leat in a business sense), so Scaffold with Blend is needed.

That's what I've done here.

Please find the attached.

Hope it could help.

Yours,

Yuri

Very nice approach!

Yuri,

Thank you for providing excellent approach always.

BTW, I tried to reproduce the workbook, but one question.

Is the final sort manual or do you have dynamic sort key in this case?

Thanks,

Shin

Hi Ashleigh,

Is it by chance that you're selecting

only one Region (OR All Regions)?

If (luckily) so, then Cross-Datasource filtering

is possible in your case (using Tableau 9.x)

with the help of Region Parameter.

If not -- and it means that you're using

a Region Filter across your views/dashes,

then there's no option other than upgrading

your workbook to Tableau 10.x version.

With that you'd be using Cross-Datasource Filters

out-of-the-box (no hard-coded Parameters needed).

Doing so you'd be blending on the Region, too.

Either way, you'd be modifying the Scaffold datasource

to include a complete Country-Region domain --

having both Opening & Closing rows paired with Regions.

Please find the attached v9.3 & v10.0 workbooks,

and a modified Scaffold datasource (as an Excel file).

Please check the revised calcs in Scaffold+ datasource,

especially in the version 9.3 of the workbook.

Version 10 requires fewer changes, and it's easier to trace.

Hope this could help.

Yours,

Yuri

PS  The specified item was not found., the answer to your question is:

Yes, it is the semi-automatic sort, as long as

it requires setting a reasonably high number

to the [YF : Value for Sorting] Parameter --

to cover the whole (MIN-MAX) range of values on a view.

Yuri,

Thank you for the confirmation.

Thanks,

Shin

Hi,

I could find a work around around this, which may need a bit of change to your flat file as well.

Change in Flat File:

From:                                                                                                        To:

2) Create the waterfall chart using the grant bar and -Value for Metrics till Delta Tax and Interactive. Add EV Baloon in the Row as a Bar chart. Change to dual axis and synchronize both the axis.

3) The axis label would show "Null" for EV bar. Edit alias to EV

Attached is the worksheet. Please let me know your views if the workaround is fine.