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Wave Success Center by McKinsey

Waterfall chart view

Waterfall chart view is one way to visualize cumulative impacts across time or data categories. Functionally, it is very similar to stacked charts. Each grouping category will be accumulated from left to right, ending with a total column. You can see the total across the grouping category and individual distribution as it contributes to total and potentially show more clarity on how individual data groupings affect a total.

Waterfall example.png

If you are not already in waterfall chart view, start by selecting Switch to waterfall chart from the visualization icon in the upper left corner.

Waterfall_view_list.png

Navigating Waterfall chart view

Similar to stacked charts, you can apply a variety of customizations, show lines, and view details.

Customize View 

As with other views you, can sort, filter, group, and color to further customize your waterfall chart. In this example, initiatives are filtered by the year in which implementation is expected to be completed, grouped by quarter, and colored by weekly status. 

Waterfall_color_by_example.png

 

Dotted and Dashed Lines 

Should you wish to compare multiple measures, you can display dotted or dashed lines in addition to a solid line in your waterfall chart. Simply select Dashed line measure or Dotted line measure in the waterfall chart menu. In the example below, latest estimates are represented by the bars and planned values are represented by the dotted line.

Note that, by default, lines illustrate cumulative data but this can be disabled in the line measure menu.

Waterfall_time_example.png

 

View Details and Filter

Drill into the details of your waterfall chart data by right- or left-clicking on a bar segment. The contextual menu will open and you can see the value of the bar, as well as view and filter options based on the data you are analyzing.

If you select a view option, a new tab will open in list view and you will be able to review the data associated with that segment of the stacked chart.

If you select a filter optionthe view in your active tab will change; you can return to the previous view by clicking your browser's back button.

You can also double-click a data segment and see details in list view.

Waterfall go-to example.PNG

 

 

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