An on-line library for creating different chart types in Tableau

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
     DATETRUNC('month', [Date]) + 15

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

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

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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