How to Create Waterfall Chart?

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Background

Tableau Waterfall Charts are useful in showing the journey from an initial value to a final value. On it’s way, how does the value increase or decrease? By how much does the variations occur on it’s way? Knowledge of these details helps understand the performance of a business metric. A Tableau Waterfall Chart using Tableau Desktop is useful in many scenarios.

Read more: How to Create Gauge Chart? »

Tableau Waterfall Chart
Tableau Waterfall Chart Guide

Steps to Create a Waterfall Chart

Creating a Waterfall Chart in Tableau Desktop is effective in understanding various business scenarios. The below chart includes a complete Waterfall chart. Download the Tableau Waterfall Chart below and explore the logics used. Open the Waterfall Chart using Tableau Desktop. Use this Waterfall Chart for any dataset in the back-end.

Tableau Waterfall Chart
Tableau Waterfall Chart

Our Tableau Professionals have deep expertise in how to analyze Tableau data. Waterfall Charts are important in visualizing insights for various scenarios. Key metrics to evaluate various business performances can be measured in details using a Waterfall Chart. Tableau Desktop is an extremely efficient tool to achieve this purpose.

Keep reading: Tableau Desktop Specialist Certification Questions »

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Why Create a Waterfall Chart

We need to be clear why we need Waterfall Charts. Waterfall Charts are useful in understanding various Tableau Problems and Solutions. Were the variations in small predicted amounts, or was there large anomalies. If there were variations, was there any reason the business can identify. Such information is extremely useful for making important business decisions. A Waterfall Chart allows to understand all the information at a glance. In a simple graphical view, users and analysts can identify the pattern of a business. The growth trajectory of important metrics can be assessed using a Tableau Waterfall Chart. How a business value arrived from the initial value to the final value is depicted schematically using a Waterfall Chart.

Keep on Reading: Tableau Data Analyst Certification Questions »


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Published by Rahul Bhattacharya

Rahul is a journalist with expertise in researching a variety of topics and writing engaging contents. He is also a data analyst and an expert in visualizing business scenarios using data science. Rahul is skilled in a number of programming languages and data analysis tools. When he is not busy writing, Rahul can be found somewhere in the Appalachian trails or in an ethnic restaurant in Chicago.

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