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Waterfall Chart






Tableau Canvas Layout:




A waterfall chart, like its name, resembles a waterfall. It is used to compared two categories at a specific time over a period.

Data Set: Waterfall Example Dataset



Building a waterfall


Opening the dataset. We need to create a calculated field first

     Calculated Field: Monthly Position Calculation
     IF [Description] = "Gained" Then
     DATETRUNC('month', [Date]) + 5
     ELSE
     DATETRUNC('month', [Date]) + 15
     END

Right-click and drag calculated field to Columns and select continuous Month. Drag Computed Net to Rows, change Marks card to Gantt Bar
You will have following canvas


Click the drop-down arrow on Monthly Position Calculation on Columns and select Exact date . Create second calculated field:

     Calculated Field: -Amount
     -[Amount]

Drag -Amount to Size and Description to Color. You will now have a waterfall chart



If you want to compare monthly gain and loss with a much easier look. Here is a trick you can do. Create another calculated field

     Calculated Field: Monthly Position Calculation (STR)
     IF [Description] = "Gained" Then
     'a'
     ELSE
     'b'
     END

On Columns, replace the previous calculated field with the new one. Drag Date to the left of calculated field, choose discrete Month. Feel free to filter division if needed.




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