Waterfall Classic
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.