How to Create Waterfall Chart?

a man looking to her colleague

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 »

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 »


Get our Most Popular Downloads

Download the most popular scenario-based Tableau Workbooks in .twbx format. Used by thousands of Tableau developers and job aspirants every day to improve and fine-tune their CV and Tableau Public profile. Join the largest Tableau Experts Social Group.

Tableau Banking and Financial Dataset Analysis Download
Banking & Financial Dataset Analysis

Financial Domain Tableau Dataset and Analysis. The most important domain in today’s industry. Analyze Key Performance Indicators. Discover Risky and Fraudulent Outliers. Download the Tableau Packaged (.twbx) Workbook. Includes a complete Financial dataset analysis. Enhance your Data Analytics experience with our skilled analysis.

Tableau Healthcare and Hospital Dataset Analysis Download
Healthcare & Hospital Dataset Analysis

Hospital and Healthcare Domain Tableau Dataset and Analysis. A key field of study with millions of lives at stake. The most sensitive industry today. Download the Tableau Packaged (.twbx) Workbook. Understand how healthcare datasets work. Includes a complete Healthcare dataset with analytical charts. Explore Tableau interactive features with this download.

Tableau Insurance Dataset Analysis Download
Insurance Dataset Analysis

Insurance Domain Tableau Dataset and Analysis. Important domain specific metrics and data. Learn how to visualize important metrics. Show outliers and insightful data points. Download the Tableau Packaged (.twbx) Workbook. Includes comprehensive analysis of Insurance data of a large sample population. Uses industry standard analytical practices.

Tableau Practice Test

The best Tableau practice exams built. Period. Explore definitive practical problems created by brilliant Tableau experts.

Get in Touch

Contact Us
Write for Us

Published by Rahul Bhattacharya

Rahul is a data analyst and expert in visualizing business scenarios using data science. He has performed extensive research across varied business scenarios and datasets to come up with insightful results. Rahul is skilled in a number of programming languages and data analysis tools. When he is not busy refining business data, Rahul can be found somewhere in the Appalachian trails or in an ethnic restaurant in Chicago.

One thought on “How to Create Waterfall Chart?

Leave a Reply