Waterfall Charts

Waterfall charts show how sequential positive and negative values impact a starting value, making it easy to track the cumulative effect of business changes.

Use it to illustrate how an initial value changes through a series of additions and subtractions to reach a final result.

Example use cases

example

• Profit analysis: Show how revenue, costs, and other factors affect net profit.
• Cash flow: Visualize how income and expenses change the ending cash balance.

Waterfall types

	Chart	Description
	Waterfall	Displays the flow of values as vertical bars. Highlights how each value contributes to the total.
	Waterfall Horizontal	Uses horizontal bars. Improves readability with long labels or many items.

Create a waterfall chart

1. Select Data Models and Views from the navigation panel.
2. Right-click the data model you want to use and select New View from the context menu.
3. In the Select a View dialog, select Waterfall from the Financial section.
4. Enter a Name for the view. To assign names in other languages, select the translation icon next to the text box.
5. Select the fields you want to include for each section.
6. (Optional) Toggle Sample Mode to preview the data using a sample dataset.
7. Click Confirm. The new view opens with your initial settings.
8. Customize the view by using the view organizer, content area, and Toolbar.
9. In the Toolbar panel, select Save or Save As to save your changes.

Waterfall settings

Setting	Description
Name	Enter a descriptive name for the worksheet. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Sample Mode	Enable to open the worksheet in sample mode.
Define the Levels to be Used in Drill Down	Select which fields support drill-down functionality in the chart.
Show one bar for every	Specify the field that groups data into sequential bars—such as account, period, or transaction type.
Show pivot (group of columns) for each	Select dimensions to include in the Pivots section of the view organizer. These values pivot the worksheet layout, letting you compare data across different dimensions. Selecting a field for Pivots is not required to create a worksheet.