Facebook Pixel

qlik-waterfall-caption-title

qlik-waterfall-caption-desc

Basics

Downloading and Installing

Qlik Sense Desktop

To install AnyChart Waterfall Extension in Qlik Sense Desktop, do the following:

  1. Download AnyChart Waterfall Extension for Qlik Sense.
  2. Extract the archive.
  3. Open a Windows Explorer window and navigate to the Qlik Sense Extensions directory:
    ..\Users\<UserName>\Documents\Qlik\Sense\Extensions.
  4. Copy the anygantt-4x-waterfall folder to the Extensions directory.
  5. Relaunch Qlik Sense Desktop.
Qlik Sense Server

To install AnyChart Waterfall Extension on a Qlik Sense server,

  1. Download AnyChart Waterfall Extension for Qlik Sense.
  2. Open Qlik Management Console (QMC): https://<QPS server name>/qmc
  3. Select Extensions on the QMC start page or from the Start drop-down menu.
  4. Click Import in the action bar.
  5. In the dialog, select the downloaded archive. Leave the password area blank.
  6. Click Open in the file explorer window.
  7. Click Import.
Qlik Sense Cloud

To install AnyChart Waterfall Extension in Qlik Sense Cloud, do the following:

  1. Download AnyChart Waterfall Extension for Qlik Sense Cloud.
  2. Access the Management Console:
    • add /console to your tenant address: https://<your tenant address>/console
    • or use the navigation link Administration under the user profile in the hub
  3. Go to the Extensions page and click Add.
  4. In the dialog, select the downloaded archive.
  5. Click Add.
  6. In the Management Console, go to the Content Security Policy section and click Add.
  7. In the dialog, give the Content Security Policy a name – for example, AnyChart.
  8. Type the address of the origin server: qlik.anychart.com
  9. Select the following directives:
    • connect-src
    • font-src
    • img-src
    • script-src
    • style-src
  10. Click Add.

Overview

The Waterfall chart shows how an initial value is affected by a series of intermediate positive or negative values. This tool is, in general, similar to the default Qlik Sense Waterfall chart but supports subcategories (shown as stacked sub-bars) and provides a wider range of options.

Read Quick Start and Dimensions and Measures to learn how to add a Waterfall chart and what dimensions and measures to use.

You can configure the appearance of the chart: set colors, enable and adjust the legend, enable or disable the end total bar, configure connectors, and adjust labels and tooltips.

Also, the following options are available: subtotal bars, reference lines and reference ranges, interactivity, calculation conditions.

An AnyChart waterfall chart with the legend and a reference line

Quick Start

This quick tutorial explains how to create a basic Waterfall chart.

First of all, add an empty chart to your sheet:

  1. Go to Custom objects > AnyChart in the assets panel.
  2. Drag an empty AnyChart Waterfall chart to the sheet.

Then add a dimension representing categories:

  1. Go to Dimensions in the properties panel.
  2. Click Add dimension and select a dimension.

Finally, add a measure representing numerical values:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.

Please note that you can also create dimensions and measures from fields or add them by clicking on buttons on the empty chart.

A basic waterfall chart built with AnyChart for Qlik Sense Extension

Dimensions and Measures

Dimensions

Unlike the default Qlik Sense Waterfall chart, AnyChart Waterfall requires adding a dimension. Do the following:

  1. Go to Dimensions in the properties panel.
  2. Click Add dimension and select a dimension.

Only one dimension is required. However, you can add a second dimensions to show subcategories.

Measures

To add a measure, do the following:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.

It is enough to add just one measure. However, you can add more to show subcategories. Also, you can select the absolute / difference mode of interpreting measure values.

Subcategories

AnyChart Waterfall supports subcategories, visualized as sub-bars stacked within main bars.

A waterfall chart with subcategories

There are two ways to add subcategories: you can add either two dimensions and one measure or one dimension and multiple measures.

1. Two Dimensions + One Measure

In this case, the first dimension represents the names of categories, which are shown as the labels of the X-axis. The second dimension represents the names of subcategories, which are shown in the legend and tooltips.

The measure represents numerical values.

1. One Dimension + Multiple Measures

The dimension represents the names of categories, which are shown as the labels of the X-axis.

Each measure represents numerical values belonging to a subcategory. The names of measures are shown in the legend and tooltips as subcategory names. If you need to customize them,

  1. Go to Measures in the properties panel.
  2. Click a measure to open its settings.
  3. Enter a string value or a string expression in the Label input box.
Absolute / Difference Modes

The Waterfall chart supports two modes of interpreting measure values: Absolute and Difference.

To select a mode,

  1. Go to Appearance > Presentation in the properties panel.
  2. Select Absolute or Difference from the Mode drop-down menu.

The default data mode is Difference. It means that each measure value is interpreted as the difference between the current bar or sub-bar and the previous one. This is also the way how measures are interpreted by the default Qlik Sense Waterfall chart.

In the Absolute data mode, each measure value is interpreted as the absolute value of a bar or sub-bar.

For example, take a look at the chart below:

A waterfall chart with subcategories and the legend

Such chart can be created by enabling the Difference mode and using the following data:

A data table for a waterfall chart with the Difference data mode

Alternatively, the same result can be achieved by enabling the Absolute mode and using this data:

A data table for a waterfall chart with the Absolute data mode

Appearance

Colors

There are different ways to color the bars or sub-bars of the chart. To select the color mode, do the following:

  1. Go to Appearance > Colors and Legend in the properties panel.
  2. Select the color mode from the Color drop-down menu and use the available options below.

The table below explains the difference between different color modes and lists the settings available for each of them:

Color Mode Description Settings
Subcategory Sub-bars are colored by the default palette, its colors indicating subcategories.
Increase / Decrease / Total Different colors are applied to the increasing sub-bars, decreasing sub-bars, and total & subtotal bars. "Increase" color
"Decrease" color
"Total" color
Expression Bars or sub-bars are colored by a user-defined expression. Input box

These colors affect the legend as well. Also, you can set the stroke color of connectors.

In this screenshot, sub-bars are colored by subcategory:

A waterfall chart with bars colored by subcategory

Here bars are colored by Increase / Decrease / Total

A waterfall chart with bars colored by Increase / Decrease / Total

Here the following expression is used to color bars by year:

If(Quarter = '2020 Q1'
OR Quarter = '2020 Q2'
OR Quarter = '2020 Q3'
OR Quarter = '2020 Q4',
'lightgreen',
'lightblue')

A waterfall chart with bars colored by expression (by year)

Legend

You can enable and configure the legend of the chart. Go to Appearance > Colors and Legend in the properties panel and do the following:

  • To enable or disable, switch the Legend slider.
  • To set the title, enter your text the Title input box.
  • To set the position, select Top, Bottom, Left, or Right from the Position drop-down-menu.
  • To set the layout, select Horizontal or Vertical from the the Layout drop-down menu.

The legend is also affected by the colors of bars.

1. Subcategory

A waterfall chart with the legend (and bars) colored by subcategory

When the chart is colored by subcategory, the icons of the legend represent subcategories. If the user hovers over a legend icon, the corresponding sub-bars are highlighted.

The names of legend icons represent either dimension values or measure names, depending on how you set subcategories. In the second case, you can customize the names:

  1. Go to Measures in the properties panel.
  2. Click a measure to open its settings.
  3. Enter a string value or a string expression in the Label input box.

2. Increase / Decrease / Total

A waterfall chart with the legend (and bars) colored by Increase / Decrease / Total

When the chart is colored by Increase / Decrease / Total, the icons of the legend represent the increasing, decreasing, and total (as well as subtotal) bars or sub-bars. If the user hovers over a legend icon, the corresponding bars or sub-bars are highlighted.

The default legend icon names are Increase, Decrease, and Total. To customize them, go to Appearance > Increase / Decrease / Total in the properties panel and do the following:

  • To set the name of the Total legend icon, go to Total and enter your text in the Total input box.
  • To set the name of the Increase legend icon, go to Increase and enter your text in the Increase input box.
  • To set the name of the Decrease legend icon, go to Decrease and enter your text in the Decrease input box.

Total Bars

AnyChart automatically adds a bar showing the total value(s) after the bar representing the last measure value.

A waterfall chart, colored by subcatecory, with the end total bar.

Also, when the chart is colored by Increase / Decrease / Total, the bar representing the first measure value is interpreted and colored as a total bar.

A waterfall chart, colored by Increase / Decrease / Total, with the start and end total bars

To disable or enable the end total bar,

  1. Go to Appearance > Increase / Decrease / Total > Total in the properties panel.
  2. Uncheck or check the Show box.

In addition, you can display subtotal bars.

Here the end total bar is disabled:

A waterfall chart with the end total bar disabled

Connectors

A connector is a line connecting two bars of a chart. To configure connectors, do the following:

  1. Go to Appearance > Presentation in the properties panel.
  2. Switch the Connector settings slider.
  3. Use the Color, Type, and Thickness options.

A waterfall chart with the color, type, and thickness of connectors adjusted

Labels

Labels are text objects displaying the information about the bars and sub-bars of the chart. By default, each label displays the difference value corresponding to the bar or sub-bar, but you can customize the text.

To configure labels, go to Appearance > Labels in the properties panel and do the following:

  • To disable or enable, switch the Labels slider.
  • To set the text, switch the Text slider and enter a string value or a string expression in the input box below.
  • To configure the font, use the Style, Color, Size, Family, and Shadow options.

If the chart displays subcategories, there are additional labels on the top of bars – stack labels. By default, they show subtotal values:

A waterfall chart with the default labels of bars and sub-bars

To configure stack labels, go to Appearance > Stack labels in the properties panel:

  • To disable or enable, switch the Labels slider.
  • To set the text, switch the Text slider and enter a string value or a string expression in the input box below.
  • To configure the font, use the Style, Color, Size, Family, and Shadow options.

In the example below, the font of labels is adjusted. The labels of sub-bars display the short names of subcategories, and stack labels display the Sum(Value) expression . The data mode used here is Difference, so this expression calculates the difference value of each bar.

A waterfall chart with the labels of bars and stack labels customized

Tooltips

Tooltips are text boxes that appear when the user hovers over the bars and sub-bars of the chart. You can set a custom tooltip text.

Please note that it is possible to set the tooltip text either as a string value or as an arbitrary string expression. Using expressions allows you to highlight values of particular interest, display values not included within a visualization or results of calculations, and so on.

Also, you can use HTML in tooltips.

To disable (or enable) tooltips, go to Interactivity in the properties panel and switch the Tooltips slider.

To configure the tooltip text,

  1. Go to Appearance > Tooltip in the properties panel.
  2. Switch the Tooltip text slider.
  3. Enter a string value or a string expression in the input box below.

Here is an example of an expression for configuring the tooltip text:

'<b>' & Product & '</b>' &
'<br><i>' & Quarter & '</i><hr>' &
'Value: ' & Value

A waterfall chart with a tooltip displaying a custom text

Other Features

Subtotal Bars

To add a subtotal bar after any bar of the chart, do the following:

  1. Go to Add-ons > Subtotals in the properties panel.
  2. Click Add subtotal.
  3. Enter a value in the Dimension value input box.
  4. Enter your text in the Labels input box.

If there are two dimensions in your visualization, in the Dimension value input box you need to specify a value of the first dimension – in other words, one of the values shown on the X-axis.

The subtotal bar is added after a bar corresponding to the value you specified.

In this screenshot, there are two subtotal bars, added after the following dimension values:

  • 2020 Q2
  • 2021 Q2

A waterfall chart with two subtotal bars

Reference Lines

A reference line is a line intersecting the Y-axis in a given point. You can add one or several reference lines to a chart to indicate a certain value or values.

Please note that it is possible to specify the value defining the position of a reference line either as a numerical value or as an arbitrary expression.

To add a reference line, do the following:

  1. Go to Add-ons > Reference lines in the properties panel.
  2. Click Add reference line.
  3. Enter a date value or a date expression in the Reference line expression input box.

Then configure it:

  • To add a text label, enter a text string in the Label input box.
  • To configure the stroke, use the Stroke, Stroke type, and Thickness options.
  • To configure the position of the label, use the Label orientation and Label position options.
  • To configure the font, switch the Font slider and use the Style, Color, Size, Family, and Shadow options.

A waterfall chart with a reference line enabled and customized

Interactivity

By default, the following interactivity features are available: snapshots and tooltips. To disable or enable them, go to Interactivity in the properties panel and switch the following sliders:

  • Snapshots
  • Tooltips

Please note the the Waterfall chart does not support selection.

Calculation Conditions

AnyChart supports calculation conditions: you can set a condition that needs to be fulfilled (true) for the object to be displayed. If the condition is not fulfilled, a custom message is displayed.

A calculation condition is useful when a chart or table is very big and makes the visualization slow to respond. A calculation condition can then help so that for example an object does not show until the user has filtered the data to a more manageable level by applying selections.

To add a condition, do the following:

  1. Go to Add-ons > Data handling in the properties panel.
  2. Enter an expression in the Calculation condition input box.
  3. Enter a string value or a string expression in the Displayed message input box.

For example, the following expression allows showing the chart only when the user selects less than 5 quarters:

If(Count(DISTINCT Quarter) < 5, 1, 0) 

If there are too many quarters, AnyChart displays this message:

'There are too many quarters (' & Count(DISTINCT Quarter) & ').'

A waterfall chart with a calculation condition

Contact Our Sales Representatives

Our Sales Representatives will be happy to talk to you and answer any questions regarding our products, licensing, purchasing, and everything else.