Waterfall chart
Display your data using a waterfall chart, which visualize positive and negative changes to a value.
Waterfall charts can be displayed in horizontal and vertical orientations.
An example of a horizontal waterfall chart:
And an example of a vertical waterfall chart:
Horizontal waterfall chart configuration
To configure a horizontal waterfall chart, the following YAML example can be used:
- id: waterfallChartHorizontal
type: waterfall
settings:
name: Horizontal Waterfall Chart # enter title here
orientation: horizontal
kpis:
- kpi: GEN_Quota # required, add the id of a KPI here
color: BLACK # possible color options can be found below
subparts: # optional, define sub-level KPIs
- kpi: GEN_Total_Rev_FY
color: BLUE_40
- kpi: GEN_pipe_to_be_closed
color: GRAY_20
subparts:
- kpi: GEN_expected_closing_FY
color: BLUE_20
- kpi: GEN_ACV_Gap
color: RED_30
Vertical waterfall chart configuration
To configure a vertical waterfall chart, the following YAML example can be used:
- id: waterfallChartVertical
type: waterfall
settings:
name: Vertical Waterfall Chart
orientation: vertical
kpis:
- kpi: GEN_Quota # required, add the id of a KPI here
- kpi: GEN_Total_Rev_FY_MINUS
color: BLUE_40 # optional, possible color options can be found below
- kpi: GEN_pipe_to_be_closed_MINUS
color: GRAY_20
subparts: # optional, define sub-level KPIs
- kpi: GEN_expected_closing_FY_MINUS
color: BLUE_20
- kpi: GEN_ACV_Gap_MINUS
color: RED_30
Adding position lines to waterfall charts
You can also add position lines to your waterfall chart using this YAML example. Position lines can be defined with a constant value or with a KPI.
id: waterfallChartVertical
type: waterfall
settings:
name: Horizontal Waterfall Chart
orientation: horizontal
positionLines:
- value: 20
color: RED_10
style: solid
label: true
title: Q1 Target
- kpi: GEN_Quota
color: RED_10
style: solid
label: true
title: FY Target
kpis:
- kpi: GEN_Quota
color: GRAY_20
subparts:
- kpi: GEN_Total_Rev_FY
color: BLUE_20
- kpi: GEN_expected_closing_FY
color: BLUE_40
- kpi: GEN_ACV_Gap
color: BLUE_50
knowledgeModelKey: SIMPLE_CHARTS
Waterfall chart colors
When configuring waterfall charts, the following colors are available:
Black
Blue
Gray
Green
Pink
Purple
Red
White
And the possible color enum values are:
<HUE>_10
<HUE>_20
<HUE>_30
<HUE>_40
<HUE>_50
As an example, the following YAML shows three different hues of blue:
- kpi: GEN_Quota
color: GRAY_60
subparts:
- kpi: GEN_Total_Rev_FY
color: BLUE_20
- kpi: GEN_expected_closing_FY
color: BLUE_40
- kpi: GEN_ACV_Gap
color: BLUE_70