8 Waterfall chart
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A waterfall chart (sometimes called bridge chart) visualizes an additive calculation with subtotals. To create a waterfall chart, simply type the calculation into the data sheet:
Positive values result in segments going upwards, negative values create segments going downwards. Subtotals – i.e. segments that go all the way down to the baseline of the chart – are easily created with an e (for “equals”). In fact, you can use e in any segment that you want to be stretched to fit the rest of the chart. All e segments are calculated by think-cell and automatically kept up-to-date when data changes.
You can even begin the calculation with an e in the first column. In this case, think-cell starts from the right-most column and calculates backward to find the value for the e column. Thus, the following data sheet results in the same chart as shown above:
Note: The value -42 in the final column indicates that the final segment is 42 units high, with the base-line reached by going 42 units downwards.
You may enter two or more values into a single column. If you have a column made up from more than one segment, you can enter an e for at most one of them.
Due to the complexity of the waterfall chart concept, only simple charts can be created by using the data sheet alone. If you notice that the chart does not build up the way you want it to, first finish typing in the data: It is easy to reconfigure the chart later with the mouse.
In a basic waterfall chart, every two columns are connected by precisely one horizontal connector. When selected, these connectors show two handles.
- Drag the connectors’ handles to change the way columns are connected in the waterfall.
- Remove a connector with Delete, e.g., to start a new summation or add a
connector clicking
Add Waterfall Connector in the context menu.
Based on the initial example, in the following chart the connector between the 1st and 2nd columns has been removed:
Whenever you drag a connector, the entire chart rearranges to accommodate the change and all “equals” columns are updated.
Also based on the previous example, in the following chart an equals column has been added and both ends of the highlighted connector have been moved:
If connectors are conflicting with each other, skew connectors will result. Remove some of the skew connectors to resolve the problem.
If all segments are connected properly and the chart is still not grounded on the
baseline the way you want it to, select the segment that should be grounded and
force it to the baseline with the
or
buttons.
For example, to create a build-up waterfall with the total on the left, enter the following data into the sheet:
The resulting chart looks as follows:
Now drag the right handle of the highlighted connector to connect the “equals” column with the top of the last segment. This is the resulting chart:
If you want to create a build-down waterfall chart, use the
toolbar icon.
The default data sheet is then filled with values appropriate for a build-down
waterfall. Apart from this, there is no difference between a build-up and a build-down
waterfall chart in think-cell.
Waterfall charts can be decorated like column charts. You can decorate axes, add arrows, change gaps, etc. (see Scales and axes and Arrows and values)
The segment labels in waterfall charts by default show the extent of the segment which is always a positive value. Negative values in the data sheet are represented visually by downward-going segments. However, you can set the number format to always show signed numbers (see Number format). In this case the sign in the data sheet will also be shown in the segment label.
8.0.1 Percent of datasheet 100%= label content
Labels for segment difference arrows (see Segment difference arrow) in waterfall charts additionally support the display of values as percentages of the 100%= value in the data sheet (% of datasheet 100%=).
Selecting % as the label content for a segment difference arrow label in a waterfall chart displays the difference between the start and end of the arrow, taking the starting point of the arrow to be 100%. In contrast, selecting the % of datasheet 100%= label content displays the same difference but takes the 100%= value of the column pointed from by the start of the arrow to be 100%.
The above charts illustrate the two settings for the label content. In the left diagram, the difference of 2 is compared to the starting value of 2, resulting in the display of +100%. When the 100%= value in the data sheet is left empty it is taken to be the sum of the column. Therefore, in the right diagram, the difference of 2 is compared to the column sum of 3, resulting in the display of +67%.
Another application is illustrated by the following chart. For the central column the waterfall total of 5 was set as the 100%= value in the data sheet. Using the % of datasheet 100%= setting it is possible to show that the upper two segments correspond to 40% of this total.
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