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.
How to create a tableau waterfall chart
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Let me know if you like this format – it’s worked well for the Tableau user group here in L.A.
Ben this is so helpful. Great presentation.
Well done! I like the presentation format for sharing.
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?
Feel free to use the waterfall chart template I created and let me know your feedbacks: