Hi all,

Welcome back to my Tableau Series, the fifth episode, and our today’s guest, the waterfall chart. A powerful visualization, a friendly sibling of a simple bar chart, use to show how a value changes from one period to another.

In this post, I will talk you through the steps on how to create a waterfall chart in Tableau and provide some tips and tricks on how to customize it to suit your specific needs. So, fasten your seatbelt, and let’s get started! Again, We will use the superstore data for a specific example: Profits over time, therefore follow along with me!

Step 1: Profits to row, Order Date (Continuous Month) to Columns

Step 2: Convert mark type to Gantt Bar

Step 3: Create a calculated Field for bar sizing and drag it to Size

For the bar sizing, we use the inverse of Profits:

After that, drag this field to Size:

Step 4: Set “Difference” Table Calculation to the inverse calculated field

Step 5: Apply colour to identify positive and negative change

First, create a calculated field like this:

Drag this field to colour, change the colour to something you want. In this case, green stands for positive change stand and red stands for negative change:

Hopefully, this blog has something for you, whether you are a beginner or an experienced Tableau user. See you guys very soon, data enthusiasts. Peace and Love!

The Data School
Author: The Data School