Waterfall Chart in Dashboards [v26.1] 

The Waterfall chart is a visualization type available in the Dashboard module that displays how an initial value is incrementally affected by a series of positive and negative values, leading to a final result. Each bar floats from the previous value, creating a bridge-like visual that explains the progression from start to end.

Common use cases include:

• Budget variance analysis (Budget → Adjustments → Actual)

• Profit and loss breakdowns (Revenue → Costs → Net Income)

• Cash flow bridges (Opening Cash → Changes → Closing Cash)

Add a Waterfall Chart to a Dashboard Area

To add a Waterfall chart to a Dashboard Area:

1. Open a dashboard in Design Mode and select or create a Dashboard Area.

2. Under General Settings, open the Chart Type dropdown and select Waterfall.

   

The Waterfall chart type is applied to the Dashboard Area.

Below is an example of a waterfall chart:

Configure Data Bindings

To configure data bindings for the Waterfall chart:

1. In the Dashboard Area settings, navigate to Data Bindings.

2. Select a dataview.

3. Map the following bindings:

   Binding	Description
   Value	Required. Select measure columns from the dataview. The Waterfall chart uses this column for change values (Y-axis).
   Argument	Required. Select the column for category labels (X-axis).
   Series	Optional. If empty, a single-series Waterfall chart is generated.
   Hidden	Columns placed here are available in Field Sortings and Filters but do not affect the Waterfall chart rendering.

Data binding changes update the chart preview immediately.

Configure Waterfall Chart Settings

When the Waterfall chart type is selected, a dedicated Waterfall Settings section appears as a collapsible section below General Settings.

To configure the Waterfall-specific settings:

1. Expand the Waterfall Settings section.

   

2. Configure the following options:

   Setting	Description
   Show Connector Lines	Toggle on/off. Displays connector lines between bars. Default: on.
   Auto Start Total	Toggle on/off. Configures total bar at the start. Default: on.
   Auto End Total	Toggle on/off. Configures total bar at the end. Default: on.
   Increase Color	Color picker for bars representing positive changes. Default: green.
   Decrease Color	Color picker for bars representing negative changes. Default: red.
   Total Color	Color picker for total bars. Default: gray.

3. Changes are reflected in the chart preview immediately.

4. Click Save to save the Dashboard Area. All Waterfall settings are preserved on refresh.