Waterfall Chart using Tableau Software – Skill Pill

Waterfall Chart using Tableau Software

A Waterfall chart shows the relation of each component with the running total. This represents how each component contributes to the final sum. Each bar of the graph must be aligned with the start of the previous one, so negative values must go up and positive values must go down.

In order  to  create a Waterfall chart in Tableau, please follow these  steps:

Step 1: Connect to data

In Tableau Desktop, connect to Superstore sample data provided by Tableau.

Step 2: Create the visualization

Create new Calculated Field Negative Profit with formula: – [Profit].
Drag the Order Date field on Columns.
Right-click on Order Date from the previous step and select Month type “May 2015”.
Right-click again on the Order Date and select Discrete.
Drag the Profit field on Rows.
Right-click on the Profit from the previous step and select Quick Table Calculation -> Running Total.
In the Marks area select the Gantt Bar chart type, from Tableau interface, business intelligence analytics and reporting software.
Drag the Profit on the Color from the Marks area.
Drag the Negative Profit on the Size from Marks area.

By Mara Cîșlariu

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