Tableau Waterfall Chart is a form of data visualization helps to visualize Running sum or total of any measure against the Dimension. The Waterfall Charts in Tableau is a type of Gantt bar that is very useful to compare Measures over a time period.
For instance, use this Tableau Waterfall Chart for visualizing the Profits (Positive or Negative) of a Month or year to increase or Decrease our Production (Decision Making) shown as stacked bars. The height of each bar correspond to the total value of that time period (month or year), while the color indicates whether its value is positive or negative.
Create a Tableau Waterfall Charts
To create a Waterfall chart in Tableau, drag and drop the Product Sub category Name from Dimension Region to Columns Shelf and Order Quantity from Measures region to Rows Shelf of new sheet. By default, it generates the Bar chart.
As we all know, Tableau Waterfall chart is the modern name of the Running total graph. So, we have to add Running total to the above specified graph. Please click on the Order Quantity from Row Shelf. Next, select the Quick Table Calculation option and choose the Running Total.
Please visit Connecting to Server, Bar Graph, and SQL articles to understand the Tableau configurations and data source, dimension members.
Once you select the select the Running Total, following screenshot will be displayed with ascending order.
Now, Please change the Mark type from Automatic to Gantt Bar to create a Tableau waterfall chart. To do this, Please select the Mark Type option for the Order Quantity and select the Gantt Bar for cumulative effect.
As you see, we are closer to the result. Next, we have to specify the size of each cell in Gantt bar. So, add one more calculated filed. Select the Create Calculated Field option from the Analysis Menu.
Once you select the Create Calculated Field option, a new window will be opened to write or edit table calculation. For this following waterfall chart in tableau example, we need negative values of order Quantity so write the following expression as the table calculations.
Next, Drag and Drop the newly created calculated field (Negative orders) from Measures region to Size filed present in Marks card.
As you see our Gantt Bar cells are sized by the negative value of order Quantity
Let us add some colours to this. For now, we use the Rank (Calculated Field) we created in Bump graph article to colour this report. Drag the Rank from Measures region to Color Field present in Marks card.
NOTE: You can use Profits Measure or KPI trends, Goals On the color shelf to visualize them.
By Default Rank field will rank using Table Across. So, Please change the quick table calculation from Table Across to Count of Order Quantity and Sort order by descending
We successfully created Tableau Waterfall Chart.
We forgot to add the Grand Total to complete this. To add Grand Total, Go to the Analysis Menu. Next, Please select the Totals option then select the Show Row Grand Totals option.
The final preview of the Tableau Waterfall chart.
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