Waterfall

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This page describes how to configure the Waterfall widget. The general description of this widget can be found here: Waterfall Widget Documentation.

This widget is intended for use in Dashboard applications and Report applications.

This widget supports the following datasources:

Configuration

The configuration is divided into two sections:

  • App Linked Data Sources: Displays all usable data in the widget.
    image.png

  • Output configuration: Defines how the waterfall chart will be built.
    image.png

App Linked Data Sources

For details on Linked app datasource see Widget Configurations.

Output Configuration

Define the elements that will be presented (possibly calculated) on the waterfall chart:

Enter general elements:

  • Waterfall type: Core by default - other options require a specific license

  • Y-axis: Optional label for the vertical axis of the waterfall chart

Define the graph components:

  • Bars: Click the  button, then enter:

    • Name: The bar name, which will be displayed below it on the horizontal axis

    • Column type: Choose between: image.png

      • Point: the bar will represent a point of the app's data sources. Select: image.png

        • Data: a point, attribute or calculation from the app's data sources.

        • Type: Aggregated

      • Sum based on previous columns: the bar will represent the sum of all the bars that are to its left on the graph (and above in this configuration part). No additional configuration elements are necessary.

      • Computed: the bar will represent a value calculated from an expression. image.png

        • Click the  button

        • Enter the calculation formula,using the available information listed, in curly brackets: image.png
          Note: Although it is possible to use the numeric identifiers of the variables (see bellow), it is preferable to provide their names: the identifier is less meaningful, and it is also altered if a column is moved (which is not the case for the name). image.png

Bar position and size

  • For all bar types, the height of the bar corresponds to the value represented.

  • Except for the "Sum" column type, the y-coordinate of each bar starts at the y-coordinate of the previous bar (0 for the first bar).

  • For the "Sum" column type, the bar starts at the y-coordinate of the previous sum bar (0 if none).

Once created, any bar can be moved up or down using the and buttons.
It can also be deleted using the button.

  • Labels: Labels are texts above the waterfall chart, allowing to name and color groups of adjacent bars. Click the button, then enter:

    • From: Select the first data point in the group. The listed points correspond to the names of the bars created in the Bars section.

    • To: Select the last data point in the group.

    • Text: Enter the label of the bar group.

    • Color: Pick the color of the bar group, for light and dark modes

  • Zones: Zones are another way to group adjacent bars inside the waterfall chart, as colored areas. Click the button, then enter:

    • From: Select the first data point in the zone.

    • To: Select the last data point in the zone.

    • Text: Enter the label of the zone.

    • Show zero values: If this option is disabled (default), bars containing a zero value will be missing from the chart. If enabled, these bars will be included in the chart.

    • Color: Pick the color of the zone, for light and dark modes

Any label and zone can be deleted using the button.

Example output for the simple and hypothetical output configuration above:
image.png