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OverviewDocumentationDemosVersion History

Overview

The Waterfall Classic extension for Qlik Sense provides a clear way to show how an initial value is affected by a sequence of additions and subtractions. It helps reveal the cumulative impact of different factors on a total result, such as revenue, costs, or other performance metrics.

Similar to the default Qlik Sense Waterfall chart but more flexible, this extension allows you to add dimensions, stack sub-bars, and customize every visual aspect—from colors and labels to totals and connectors. It’s a great fit for financial analysis, performance tracking, and variance reporting.

 

Key Features

• Flexible Data Structure – Build charts using only measures, or mix one dimension with multiple measures to display stacked sub-bars.

• Absolute and Difference Modes – Choose between cumulative totals or difference-based representation of data.

• Subtotals and Split Totals – Insert subtotals and final totals for better data segmentation and clarity.

• Color and Styling Options – Customize positive, negative, and total bars with distinct colors or apply expression-based logic.

• Connectors and Reference Elements – Show visual links between bars and highlight thresholds or periods using lines and ranges.

• Labels and Tooltips – Configure label formats, stack labels, and tooltips to display values, changes, or percentages.

• Axes, Grid, and Layout – Adjust axes, spacing, and overall layout to align the chart with your dashboard design.

• Interactivity – Supports selections, hover effects, and dynamic updates based on Qlik’s associative model.

 

Use Cases

• Financial Reporting – Visualize revenue breakdowns, expense structures, and profit evolution.

• Variance Analysis – Compare planned vs. actual results, showing contributing factors for differences.

• Operational Insights – Analyze performance changes across departments, periods, or product categories.

• Budget Tracking – Display how budget adjustments and spending accumulate toward the final total.

• Sales and Profitability – Show how product or region performance impacts the overall business outcome.

 

Why Waterfall Classic?

• Familiar Yet More Capable – Builds on the standard Qlik waterfall functionality with advanced control and stacking options.

• Clear Storytelling – Highlights growth and decline across multiple stages with intuitive visuals.

• Seamless Integration – Works natively in Qlik Sense, automatically updating with selections and filters.

• Highly Customizable – Adjust visuals, layout, and behavior to match any analytical context.

• Ideal for Decision-Making Dashboards – Provides immediate understanding of cumulative progress and change contributors.


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