Waterfall

User interface

General Principles Add Missing Dates Add text column Add Total Rows Aggregate Append Compare Text Columns Argmax Argmin Concatenate columns Convert Convert date to text Convert text to date Cumulated sum Custom step Delete column(s) Geographically dissolve data Duplicate Duration Evolution Extract date information Extract substring Fill null Filter Formula Geographical hierarchy Get unique groups/values Hierarchical rollup ifthenelse Join Keep column(s) Moving Average Percentage Pivot Rank Rename Replace Geographical simplification Sort Split column Column's Statistics To lowercase To uppercase Top N rows Unpivot Waterfall

Technical documentation

Packages Steps Designing a new step Known limitations Variables UI components Custom code editor Python package

Waterfall

This step allows to generate a data structure useful to build waterfall charts. It breaks down the variation between two values (usually between two dates) accross entities. Entities are found in the labelsColumn, and can optionally be regrouped under common parents found in the parentsColumn for drill-down purposes.

This step is supported by the following backends:

Mongo 5.0
Mongo 4.2
Mongo 4.0
Mongo 3.6
Pandas (python)

Where to find this step?

Widget Reshape
Search bar

Options reference

Value column name: the name of the value column tht will be used to compute waterfall blocks values
Column incl. start and end labels (usually dates): name of the column that includes the labels of the starting and ending blocks of the waterfall (usually dates)
Starting block label: the label of the starting block to find in the column above
Ending block label: the label of the ending block to find in the column above
Labels columns (for intermediate blocks): the name of the column where intermediate blocks labels are to be found (used to break down the total variation between the starting and ending block)
(Optional) Parents labels column (for drill-down): the name of the column where parent labels are to be found if any, for drill-down purposes (parents of the labels specified above)
(Optional) Group waterfall by: the columns used to group waterfall computation (useful to keep track of a column used for filtering for example)
Sort by: whether to sort waterfall blocks depending on their labels or on their values
Sort order: whether to use ascending or descending order when sorting

Example 1 : Basic configuration

This configuration results in:

Example 2 : Configuration with optional parameters

This configuration results in: