Powerviz
  • Introduction
  • Installation Guide
    • Install from Appsource
    • Import through file
    • Adding the Powerviz visuals as Organization visuals
  • Date Picker
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Calendar
      • Formatting
      • Date Picker Button
      • Default Selection
      • Date Selector
      • Presets
      • Selection Controls
      • Date Range
      • Invalid Dates
      • Weekends/Holidays
    • Themes
      • Default Theme
      • Custom Theme
  • Sunburst
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Chart Options
      • Data Colors
      • Fill Patterns
      • Arc Settings
      • Labels
      • Sorting
      • Ranking
      • Center Circle
      • Leaf Label Images
      • Conditional Formatting
      • Show Condition
      • Annotations
      • Grid View
    • FAQ
  • KPI
    • Introduction
    • Get Started
    • Format Pane
    • Edit Mode - Introduction
      • KPI Charts
        • Advanced Text
        • Bar Chart
        • Lollipop Chart
        • Line Chart
        • Area Chart
        • Combo Chart
        • Donut Chart
        • Pie Chart
        • Linear Gauge
        • Liquid Gauge
        • Radial Gauge
        • Bullet Chart
        • Waterfall Chart
        • Icon
        • Image
        • Shape
      • Templates
      • Small Multiples
      • Actions
      • Import/Export
  • Activity Gauge
    • Introduction
    • Get Started
    • Format Pane
    • Advance settings: Introduction
      • Gauge Options
      • Target
      • Data Colors
      • Fill Patterns
      • Labels
      • Ranking
      • Sorting
      • Center Circle
      • Mouse Over Text
      • Conditional Formatting
      • Show Condition
      • Grid View
      • Annotations
  • Funnel Chart
    • Introduction
  • Horizon Chart
    • Introduction
  • Ridgeline Plot
    • Introduction
  • Rose/ Donut/Pie Chart
    • Introduction
  • Word Cloud
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Word Options
      • Data Colors
      • Shapes
      • Text Style
      • Direction
      • Ranking
      • Exclude
      • Conditional Formatting
      • Show Condition
      • Grid View
      • Lasso and Reverse Lasso
  • Linear Gauge
    • Introduction
  • Filter
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings - Introduction
      • Filter Settings
      • Cell Style
      • Cell Colors
      • Title Bar
      • Column Headers
      • Image Styling
      • Default Selection
      • Conditional Formatting
      • Import/Export
      • Templates
  • Lollipop Chart
    • Introduction
  • Heatmap
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Shapes
      • Data Colors
      • Data Labels
      • Axis Settings
      • Grid Lines
      • Sorting
      • Plot Area
      • Reference Lines
      • Ranking
      • Totals
      • Small Multiples
      • Conditional Formatting
      • Show Condition
      • Grid view
      • Lasso and Reverse Lasso
  • Network Graph
    • Introduction
  • Sankey Chart
    • Introduction
Powered by GitBook
On this page
  • Data Tab
  • Waterfall Tab
  • Intermediate Summary (Inter. Sum)
  • Format Tab
  • Actions Tab
  • General tab
  1. KPI
  2. Edit Mode - Introduction
  3. KPI Charts

Waterfall Chart

PreviousBullet ChartNextIcon

Last updated 2 months ago

The Waterfall Chart in the KPI tool provides a clear and effective way to visualize incremental changes in a value over time or across categories. By using a combination of rising and falling bars, this highly customizable chart helps users track the impact of positive and negative contributions on a total value. Below is a detailed guide to its features and settings.

Here's a quick guide to create Waterfall Chart in KPI:

Data Tab

Value - Select the field representing the values for the chart.

Category - Choose the category to group and display values.

Waterfall Tab

Orientation

  • Vertical: Displays the chart in a vertical layout.

  • Horizontal: Displays the chart in a horizontal layout.

Bars

  • Gradient Fill Toggle On/Off: Enable or disable gradient coloring for the bars.

Bar Pattern

Choose the style for the bars:

  • Solid: Full-color fill.

  • Outline: Bars with outlines only.

  • Hatched: Bars with a hatched pattern.

Connector Line Style

  • Style Options: Choose how the connector lines between bars are displayed:

    • Plain: Solid line.

    • Dashed: Dashed line.

    • Dotted: Dotted line.

  • Width: Adjust the thickness of the connector lines.

  • Color: Set the color for the connector lines.

Total Bar

  • Show Total Bar Toggle On/Off: Enable or disable the display of a total bar.

  • Title: Enter a label for the total bar.

  • Gradient Fill Toggle On/Off: Enable or disable gradient coloring for the total bar.

  • Total Bar Pattern:

    • Solid: Full-color fill.

    • Outline: Bars with outlines only.

    • Hatched: Bars with a hatched pattern.

Intermediate Summary (Inter. Sum)

  • Add Layer Button: Add an intermediate summary layer to your chart.

  • Text: Add custom text to the intermediate summary.

  • Index: Specify the position of the intermediate summary.

    • Note: Index positions start from ‘0’.

  • Color with Conditional Formatting: Define dynamic coloring for intermediate summary bars.

  • Bar Pattern: Choose from the following styles:

    • Solid: Full-color fill.

    • Outline: Bars with outlines only.

    • Hatched: Bars with a hatched pattern.

Format Tab


Actions Tab

The Action settings allow you to define interactivity within your report for all visuals. This feature lets you enable or disable cross-filtering capabilities, giving you control over how the visual interacts with others.

Action Options

  • None:

    • Disables interactivity for the selected visual.

    • When selected, interacting with the visual will not impact or filter other visuals in your report.

  • Cross Filtering:

    • Enables cross-filtering functionality.

    • Interacting with the visual will dynamically filter related visuals, allowing you to analyze specific data points or categories more effectively.


General tab

Increase Color with : Define the color for bars representing increases, with optional dynamic formatting.

Decrease Color with : Set the color for bars representing decreases, with dynamic formatting options.

Min Color with : Define the color for the smallest bars dynamically.

Total Bar Color with : Define the color for the total bar dynamically.

Min Color with : Define the minimum color dynamically.

Click to explore the Format tab in detail. Explore customization options to modify ranking settings, adjust axis properties, configure gridlines, and fine-tune number formatting to meet your needs. Dive into each section to unlock advanced styling and formatting possibilities.

This is common tab for all visuals click to explore settings. You can adjust visual properties, manage formatting options, and fine-tune various features to align with your requirements. Make sure to explore each section for a complete configuration.

Conditional Formatting
Conditional Formatting
Conditional Formatting
Conditional Formatting
Conditional Formatting
here
here
Adding Waterfall Chart in KPI by Powerviz