Waterfall visuals are based on at least one time attribute and one or multiple metrics and can incorporate positive and negative values. You can include a reference line, grid lines, and a Totals bar. Waterfall visuals with multiple metrics are supported by all Insights data connectors.
Configure Settings for a Waterfall Visual
To change the settings for a waterfall visual:
- Edit the waterfall visual you want to modify.
- If you are editing the visual in a dashboard, select Settings from the visual drop-down menu. The sidebar menu for the visual appears.
If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual. - Select the settings icon (
) on the sidebar menu. The Waterfall Settings sidebar for the visual appears.
- Alter the settings as needed:
| Setting | Description |
| Show Labels | Enable to show the field names as labels in the visual. Disable to hide the field names. |
| Absolute Value | Enable to show the absolute value represented by each waterfall bar. Disable to hide the absolute value. |
| Show Total | Enable to show a total representation of all information included in the waterfall bars. |
| Label | By default, the Label for total is Total; change as needed. |
| Bar Thickness | Adjust the thickness of the bars in your visual as needed. |
5. Optionally, edit the number or date and time format for this visual.
6. Select the save icon () to save the visual, or dashboard and the visual with updated settings.
Configure Colors for a Waterfall Visual
To specify the color settings for a Waterfall Visual using the Color sidebar:
- Edit the visual you want to modify.
- If you are editing the visual in a dashboard, select Settings from the visual drop-down menu. The sidebar menu for the visual appears. If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.
Selecton the sidebar menu. The Color sidebar for the visual appears.
- Configure the color settings as described below. As you change the color settings, the legend at the top of the Color sidebar shows how the legend will appear on the visual. Supported color specifications are described in Specify Colors.
| Setting | Description |
| Legend | Enable or disable to display a dynamic legend in this visual. Dynamic legends allow you to temporarily add or remove data shown in the visual.
|
| Color | Manually select the colors for each metric using the color selector. Visuals that incorporate positive and negative values displays color options paired as <field> and <field> (Negative). Options include
|
| Total Color | Manually select a color for the Total using the color selector, or select the Inherit from theme checkbox to use the color palette specified by the theme. |
| <type> Color Palette |
Select a color palette for this specific visual. Select the Inherit from theme checkbox to use the color palette specified by the theme. |
4. Close the Color sidebar and the color settings are dynamically applied to the visual.
5. Select to save the dashboard and the visual with its updated settings.
Multiple Metrics in a Waterfall Visual
If you use multiple metrics in your waterfall visual, you can control the order in which the metrics appear in the waterfall. Add one or more metrics to the Y axis in the order you'd like them to appear. The first one you add will be the leftmost metric, and subsequent metrics will appear to the right of existing metrics.
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