Waterfall Chart in Tableau

In this article we will discuss one of the type of chart in tableau i.e. Waterfall Chart in Tableau with an example.

Introduction

In this article, we will discuss Waterfall Chart in the tableau.

Tableau is a data visualization tool that allows drawing different charts and graphs using Show me with just simple drag and drop.

Tableau Show Me has 24 different charts.

Each chart in the tableau corresponds to a minimum number of dimensions, measures, bins, etc.

Tableau doesn’t have native support for waterfall charts, we have to need some workaround to obtain the waterfall chart.

Table of Content

• What is a Waterfall Chart?
• Steps to create a Waterfall Chart

What is a Waterfall Chart?

• Waterfall charts are the most used in Business presentations.
• It is cumulative of measures over dimensions
• Helps to visualize the running sum or total of any measure against the dimension.
• The Waterfall Chart is a kind of Gantt Chart
• It represents the gradual transition of field values from start to end value by representing a running total with successive increments and decrements.

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Let’s understand how to create a Waterfall Chart in Tableau with an example

Steps to Create a Waterfall Chart

We want to show sub-category wise sales using Waterfall Chart.

• Connect a file (here, we will use Sample Super Store data)
• Drag the Sub-category into the column shelf

• Drag the Sales into the row shelf
  • It will represent, flat marks as data points

• Set a quick table calculation for the measure
  • Right-Click on Sum(Sales) -> Quick Table Calculation -> Running Tool

• Create New Calculated Field in Tableau Waterfall Chart
  • Right-Click on Measured Field -> Create -> Calculated Field

• Edit Box will appear
  • Enter negative sale value( -[Sales]
  • Rename the field as Waterfall
  • Click Apply -> OK

• Drag Sales into the color in the marks pane
• Drag Waterfall into the size in the marks pane
  • We get the desired waterfall chart

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Conclusion

In this article, we have discussed a Waterfall Plot in Tableau with an example.

Hope this article will help you in your data analyst journey.

This article is a part of a complete tutorial on Tableau, focusing on Tableau certified data analysts and tableau desktop specialists. 

Through a series of articles, we will cover all the topics in-depth with examples.

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