> For the complete documentation index, see [llms.txt](https://docs.powerviz.ai/powerviz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.powerviz.ai/powerviz/kpi/edit-mode-introduction/kpi-charts/waterfall-chart.md).

# Waterfall Chart

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.

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FYfo0jo6rWbvAF6kNsGLP%2Fimage.png?alt=media&amp;token=23e10260-5d5c-4d3e-84e1-19df3c319d03" alt="" width="408"><figcaption></figcaption></figure>

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

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FREWraXoZaWRw4gyhw7oI%2FPBIDesktop_tev9et3mMt.gif?alt=media&amp;token=62e366e9-02cb-49a8-9d55-9db9fb6030b3" alt=""><figcaption><p>Adding Waterfall Chart in KPI by Powerviz</p></figcaption></figure>

## Data Tab&#x20;

**Value**  - Select the field representing the values for the chart.&#x20;

**Category** - Choose the category to group and display values.

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FKexLFSqDLQ3I9jDwr4z5%2Fimage.png?alt=media&amp;token=8a84fd71-860a-4edb-af76-2adc35265d92" alt="" width="282"><figcaption></figcaption></figure>

## Waterfall Tab&#x20;

#### Orientation

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FfIEHXzM6rtA2A6fWicHi%2Fimage.png?alt=media&amp;token=b1a799c0-db6d-4bd1-9b21-e21714b9b225" alt="" width="221"><figcaption></figcaption></figure>

* **Vertical**: Displays the chart in a vertical layout.
* **Horizontal**: Displays the chart in a horizontal layout.

#### Bars

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FplNodGCAmji66AvuBapo%2Fimage.png?alt=media&amp;token=94b5d909-07bb-46e7-b610-862c0c161c4c" alt="" width="225"><figcaption></figcaption></figure>

* **Increase Color with** [**Conditional Formatting**](/powerviz/kpi/edit-mode-introduction/kpi-charts/conditional-formatting.md): Define the color for bars representing increases, with optional dynamic formatting.
* **Decrease Color with** [**Conditional Formatting**](/powerviz/kpi/edit-mode-introduction/kpi-charts/conditional-formatting.md): Set the color for bars representing decreases, with dynamic formatting options.
* **Gradient Fill Toggle On/Off**: Enable or disable gradient coloring for the bars.
* **Min Color with** [**Conditional Formatting**](/powerviz/kpi/edit-mode-introduction/kpi-charts/conditional-formatting.md): Define the color for the smallest bars dynamically.

#### 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

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FhGsSeHeg4H26lVm4quG3%2Fimage.png?alt=media&amp;token=c5350b22-026e-44a4-a8be-796865a7e0ca" alt="" width="275"><figcaption></figcaption></figure>

* **Show Total Bar Toggle On/Off**: Enable or disable the display of a total bar.
* **Title**: Enter a label for the total bar.
* **Total Bar Color with** [**Conditional Formatting**](/powerviz/kpi/edit-mode-introduction/kpi-charts/conditional-formatting.md): Define the color for the total bar dynamically.
* **Gradient Fill Toggle On/Off**: Enable or disable gradient coloring for the total bar.
* **Min Color with** [**Conditional Formatting**](/powerviz/kpi/edit-mode-introduction/kpi-charts/conditional-formatting.md): Define the minimum color dynamically.
* **Total Bar Pattern**:
  * **Solid**: Full-color fill.
  * **Outline**: Bars with outlines only.
  * **Hatched**: Bars with a hatched pattern.

## Intermediate Summary (Inter. Sum)

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2F1mb2sjcLPEyd4SkECHyd%2Fimage.png?alt=media&amp;token=970d2d57-c160-4d18-ba80-1251bf501e71" alt="" width="279"><figcaption></figcaption></figure>

* **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’.

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FrqZefqQuyvDkWtwFiMLa%2Fimage.png?alt=media&amp;token=f7d47058-6129-4032-badd-c86edd4886bc" alt="" width="281"><figcaption></figcaption></figure>

* **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

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FZ841Hel2bD6hICTwA5sA%2Fimage.png?alt=media&amp;token=f06b3c72-c73e-44ee-884d-47bf5bfc4d22" alt="" width="308"><figcaption></figcaption></figure>

Click [here ](/powerviz/kpi/edit-mode-introduction/kpi-charts/format-tab.md)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.

***

## Actions Tab&#x20;

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.

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FQA9jEILvp3lca9Bpjd4r%2Fimage.png?alt=media&amp;token=970ee35a-93dd-4067-8794-da90c01e7afc" alt="" width="282"><figcaption></figcaption></figure>

#### 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

<figure><img src="https://2952853741-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL502qSSR9Gd1FbZtxvCe%2Fuploads%2FsFtM5uhrZJruC9lkBA9E%2Fimage.png?alt=media&amp;token=33c7e0e4-b15b-4311-861a-b9d0d28e427f" alt="" width="309"><figcaption></figcaption></figure>

This is common tab for all visuals click [here ](/powerviz/kpi/edit-mode-introduction/kpi-charts/general-tab.md)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.