6 Replies Latest reply on May 7, 2018 9:11 PM by Jane Wong

Waterfall based on aggregated numbers

Hi

This is a bit complex to me and I am not sure where to start. I want to do a waterfall, based on aggregated numbers.

Attached Tableau workbook. In my example, I want to have city level waterfall filtered by City, in each city have the following 3 categories in the waterfall chart.

New to Company  -- clients were not exist in 201802 but exist in 201803

Existing client change – total stock level change for those client both in 201802 and 201803

Leave company – clients who existed in 201802 but not exists in 201803

The overall number in waterfall should be:

Start point is 7400

New to Company should be 870 (client 325411)

Existing client change is -1050 (-1050 = 5750-6800 which is the net change from client 455705,456892,662178,784615)

Leave company is -600 (client 945253)

End point is 6620

Jane

• 1. Re: Waterfall based on aggregated numbers

Hi Jane,

hope it helps,

BR,

bharat

• 2. Re: Waterfall based on aggregated numbers

Hi Kumar

Thanks for your reply. However I can't see these are related to my question specifically. Would you please be more specific or post your solution workbook? Thanks

• 3. Re: Waterfall based on aggregated numbers

Hi Jane,

You need to use sets and filters to achieve the same.customers who were existing and who are new and you want a waterfall.Please check the below to get an idea.

BR,

bharat

• 4. Re: Waterfall based on aggregated numbers

Thanks for your time. I am afraid the way you explained is too general for me hence I don't get idea. Step by step on my example would be more helpful.

• 5. Re: Waterfall based on aggregated numbers

Hi Jane,

Here is the brief approach.

using sets you need to track the existing customers,new customers and the  customers who left the company.I have shared three visualizations that use sets.

Waterfall model what you need can be seen inthe workbooks i shared.

using the sets as filters you  need to develop the final waterfall model that you need.

u can download the workbooks from the links that i shared and view the underlying data along with the approach followed to understand technically how it is done.

hope that helps.

BR,

bharat

• 6. Re: Waterfall based on aggregated numbers

Hi

Unfortunately I am not able to download the workbooks as my Tableau version at work is not the latest.