This is an interesting one! The workbook attached has a solution for you. If you haven't built a waterfall chart in Tableau before, I'd take a look at this video first: Waterfall Charts.
After covering the basics, there's a couple of nuances to this exercise. For starters, for 2018, we need to show 'Tradebook' details, but for 2017 we don't. We can take care of that with a calculated field:
Once done, we need to calculate the YOY change, which is a bit complicated with this layout given that 2017 and 2018 need to be shown on the view at different granularities (2017 all-up vs. 2018 by Tradebook). To normalize this we can use a level of detail expression (LOD):
We can use similar logic than that of the 'Selector' to show the YOY change for 2018 but not for 2017:
And all set! Make sure to make any filters you need to use as 'Context' filters:
Hope this helps!
Waterfall_v10.2.twbx 45.5 KB
Thank you Santiago!
Could you explain the effect of the context filters? I have never seen these before but I see that they are critical to the view as the results do not appear the way I wish them to unless I use the context filters.
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You bet. It has to do with Tableau's Order of Operations. Context filters happen before LOD expressions, FIXED in this case. Regular filters happen after a FIXED expression, therefore they are effectively ignored by the calculation we need for the YOY.