Tableau Waterfall Chart – Steps to Create Waterfall Chart

1. Objective

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.

Tableau Waterfall chart

Introduction – 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.
Let’s discuss Tableau Donut Chart in detail
In this recipe, we will use the waterfall chart to show cumulative changes in profit for Furniture in the Superstore data set.

Tableau Waterfall Chart - Example

Tableau Waterfall Chart – Example

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
Read about Tableau Bubble Chart in detail
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.

Tableau Waterfall Chart

Step 7. Tableau Waterfall Chart

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.

Tableau Waterfall Chart

Step 9. Tableau Waterfall 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.
Let’s See Tableau Motion Chart in detail
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:

Tableau Waterfall Chart

Step 13. Tableau Waterfall Chart

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.
Let’s see Tableau Scatter Plot in detail
xvi. From Measures, drag Profit to Label.
xvii. Click on Label in the Marks card, and choose Top for Vertical Alignment.

Tableau Waterfall Chart

Step 17. Tableau Waterfall Chart

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.
Let’s discuss how to create Tableau heat Map in detail
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.

4. Conclusion

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.
See also- Tableau Save, Reorder and Delete Worksheet
For reference

Leave a Reply

Your email address will not be published. Required fields are marked *

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.