Tableau Waterfall Chart – Steps to Create Waterfall Chart
In the previous article, we see Tableau TreeMap, in this tutorial, we are going to study about Tableau Waterfall Chart, how to create Waterfall Chart in Tableau with appropriate examples of waterfall chart.
So, let us start Tableau Waterfall Chart.
2. Tableau Waterfall Chart
Tableau Waterfall Chart look like bar charts, but these specifically show the aggregated effect of a series of positive and negative values. The final bar represents the net value of all the preceding values. Waterfall charts can be useful when the history, as well as the final net value, is important to be shown. This can be applied, for example, to showing the beginning and ending inventory numbers, and showing how the ending inventory number came to be.
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In this recipe, we will use the waterfall chart to show cumulative changes in profit for Furniture in the Superstore data set.
3. Steps to Create Waterfall Chart in Tableau
i. From Dimensions, drag Category to the Filters
ii. In the next windows, under the General tab, select Furniture.
iii. From Dimensions, drag Order Date to the Filters
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iv. When prompted on what to filter, choose Years.
v. In the next windows, under the General tab, select 2013.
vi. From Dimensions, drag Order Date to the Columns
vii. Right-click on Order Date in the Columns shelf and choose a discrete month. A discrete month is the third menu item after Show Missing Values.
viii. Change the mark type to Gantt.
ix. Create a calculated field called Negative Profit, which is just the negative equivalent of the Profit This is needed to size the Gantt chart.
x. From Measures, drag Profit to the Rows
xi. Right-click on the Profit pill in the Rows Go to Quick Table Calculation and select Running Total.
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xii. From Measures, drag Negative Profit to Size in the Marks
xiii. Create another calculated field called Profit/Loss, which will describe the status of a sale based on profit. The formula is as follows:
xiv. Drag the newly created Profit/Loss calculated field to Color in the Marks
xv. Right-click on the color legend and select Edit Color…. Change the color so that red represents loss, and blue represents profit. Feel free to replace this with your color preference.
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xvi. From Measures, drag Profit to Label.
xvii. Click on Label in the Marks card, and choose Top for Vertical Alignment.
xviii. Go to the Analysis menu item. Expand Totals and select Show Row Grand Totals.
xix. Go to the Format menu, and choose Shading. This will show a formatting sidebar.
xx.Under the Sheet tab, change the background color for Grand Total to be light brown. Feel free to replace this with a color of your choice.
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xxi.Go to the Format menu, and choose Borders. This will show a formatting sidebar.
xxii. Under the Sheet tab, change the border for Grand Total to be a thicker, darker line. Feel free to replace this with a line style of your choice. Close the formatting sidebar when done.
Change the title of color legend to show Profit or Loss. You can do this by right-clicking on the top-right corner of the legend box and selecting Edit Title.
In this tutorial, we learned about Tableau Waterfall Chart, how to create a Waterfall chart in Tableau with proper steps with waterfall chart examples. Furthermore, if you have any query, feel free to ask in a comment section.
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