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How to Create a Tableau Waterfall Chart

2012 March 6
by Ben Jones

As promised, here is a step-by-step guide on how to create a Waterfall chart in Tableau as shown in this recent blog post about Facebook’s income statements recently made available at the SEC website here.

It makes use of this Excel reshaping add-in as Tim Costello of Interworks shows how to use in this helpful video.

Let me know if you like this format – it’s worked well for the Tableau user group here in L.A.

Take care,

5 Responses leave one →
  1. Kelly permalink
    March 21, 2012

    Ben this is so helpful. Great presentation.

  2. March 23, 2012

    Well done! I like the presentation format for sharing.

  3. Ajay Shenai permalink
    January 10, 2013

    Hi Ben,
    This is immensely helpful. But i have another slightly twisted situation over here.

    My Scenario –
    I have 10 different metrics and the last metric (10th) = SUM(metric 2 to metric 9) [ignoring the first metric].
    Now, I have calculated this is in the excel itself but this last metric should start start from where the first metric ends and not where the 9th metric ends. Can you help me with this situation?

    Ajay Shenai

  4. July 27, 2013

    Feel free to use the waterfall chart template I created and let me know your feedbacks:


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