Configure data and styles for a waterfall chart-Quick BI(Quick BI)-阿里云帮助中心

Prerequisites

You have created a dashboard. For more information, see Create a dashboard.

Overview

Use cases

A waterfall chart helps visualize the contribution of positive values (such as income) and negative values (such as expenses) to a final total.

Benefits

Powerful calculations: Easily configure period-over-period and cumulative calculations.
Rich visualization: Customize the chart's appearance by configuring elements such as data labels, the legend, and cumulative values.

Example

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Limitations

A waterfall chart consists of a Category Axis (Dim.) and a Value Axis (Mea.).

The Category Axis (Dim.) field requires at least one dimension, such as province or product type.
The Value Axis (Mea.) field supports a maximum of one measure, such as order quantity or profit amount.

Configure chart data

On the Data tab, select the required dimension and measure fields.
- From the Dimensions list, find province, and then double-click it or drag it to the Category Axis (Dim.) field.
- From the Measures list, find shipping_cost, and then double-click it or drag it to the Value Axis (Mea.) field.
Click Update. The chart updates automatically.
If the province field contains many values, use a filter to display only the data you need.

Configure chart style

This section describes chart-specific style parameters. For information about common style settings, see Configure the chart title bar.

You can enter a keyword in the search box at the top of the configuration pane to quickly find a parameter. You can also click the icon to Expand/Collapse All Categories.

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Plotting area

In the Plotting area section, configure the waterfall chart style.

Parameter	Description
Color Settings	Specifies the colors for the initial value, cumulative value, Increase, and Decrease bars.
Bar Width	Specifies the width of the bars.

Axes

In the Axes section, configure the axis styles. By default, the axes are displayed.

Category	Parameter	Description
X-Axis	Show X-Axis	Shows or hides the x-axis.
	Show Title and Unit	Shows or hides the axis title and unit on the x-axis.
	Show Value	Shows or hides labels on the x-axis, and lets you configure the label display rule and text style.
	Content to Display	Specifies whether to display all dimension values or only a portion.
	Show tick marks	Shows or hides tick marks on the x-axis.
	Show Axis	Shows or hides the x-axis line, and lets you configure its style, width, and color.
	Gridlines	Shows or hides gridlines for the x-axis, and lets you configure their style, width, and color.
Y-Axis	Show Y-Axis	Shows or hides the y-axis.
	Show Title and Unit	Shows or hides the axis title and unit.
	Show Value	Shows or hides labels on the y-axis. If shown, you can configure the axis label format and text style. You can set the axis label format to AutoFit or Custom. The default mode is AutoFit. In this mode, the axis labels inherit the data format settings of the measure field. In Custom mode, click the icon to open the Data Display Format dialog box and configure the data format as needed. For more information about the parameters in the dialog box, see Data Display Format > Custom.
	Show tick marks	Shows or hides tick marks on the y-axis.
	Show Axis	Shows or hides the y-axis line, and lets you configure its style, width, and color.
	Gridlines	Shows or hides gridlines for the y-axis, and lets you configure their style, width, and color.
	Axis range and interval	Sets the value range (maximum and minimum) of the y-axis and the interval size between tick marks. Maximum value: The maximum value of the y-axis. The default is automatic. You can enter a custom value. This setting is ignored if the custom value is less than the maximum value of the measure. Minimum value: The minimum value of the y-axis. The default is automatic. You can enter a custom value. This setting is ignored if the custom value is greater than the minimum value of the measure. Note When Initial value is enabled in the Data labels section, the system considers the initial value when calculating the y-axis range. The minimum value you enter cannot be greater than the initial value. Custom interval: Sets the interval size between tick marks on the y-axis. You can set the interval By step or By number of divisions. By step: Manually enter the difference between two adjacent tick marks on the y-axis. By number of divisions: Divides the y-axis into a specified number of equal parts. Enter a specific number of divisions, and the system will automatically distribute the tick marks evenly.

Legend

In the Legend section, click the icon to enable the chart legend and configure its style.

Parameter	Description
Position	Specifies the position and alignment of the legend. If you select Top or Bottom for the position, you can set the alignment to Left, Center, or Right. If you select Left or Right for the position, you can set the alignment to Top, Center, or Bottom. You can also set the distance between the legend and the chart.
Text	Configures the text style for the legend, including font color, size, weight, and style (italic).
Mobile legend settings	PC and mobile legend settings are independent. Switch to the mobile layout by clicking the PC/Mobile toggle button () at the top of the editor to customize the legend's position and text style for mobile devices.

Data labels

In the Data labels section, configure whether to show data labels and their styles.

Parameter	Description
Full	Shows or hides all data labels.
Text	Configures the text style for the labels.
Show background	Shows or hides a background for the data labels. If shown, you can customize the background color.
Initial value	Shows or hides a label for the initial value. If shown, you can configure the following parameters. Initial value alias: The name of the initial value, which is "Initial value" by default. You can change this to a more meaningful name to suit your business context, such as "Opening Balance" or "Initial Cost". Initial value type: Specifies the type of the initial value. You can select fixed value or dynamic value. Select fixed value for scenarios where the starting point is a constant, unchanging number. You must manually enter a numeric value in the Initial value input box. Select dynamic value to dynamically update the initial value based on a measure field from the dataset. Use this for scenarios where the starting value needs to be adjusted automatically based on time or business conditions. You must configure the following parameters: In the Initial value drop-down list, select the measure field to use as the data source. For Aggregation method, select a method to aggregate multiple rows of data into a single initial value. Select the Hide dynamic initial value checkbox to hide the initial value bar from the chart. The value is still used in calculations but is not displayed. Show initial value tooltip: Shows or hides a tooltip for the initial value to make it more visible in the chart.
Cumulative value	Configures the label style for the cumulative value. You can customize the alias and show or hide a tooltip for the cumulative value.

Tooltip

In the Tooltip section, click the icon to enable tooltips and configure their style.

Parameter	Description
Background color	Sets the background color of the tooltip.
Text	Configures the text style within the tooltip, including font color, size, weight, and style (italic).
Mobile tooltip	The tooltip settings for PC and mobile views are independent. You can switch to the mobile layout by clicking the PC/Mobile toggle button () to edit the tooltip for mobile devices. The font size can be set separately for PC and mobile, while other style settings are shared.

Configure analysis features

Feature	Name	Description
Data Interaction	Drill-down	If you have configured drill-down fields in the data pane, you can use this setting to customize the display style for the drill-down hierarchy.
	Interaction	If your analysis requires data from different charts, you can use chart interactions to link multiple charts together. For more information, see Interaction.
	Hyperlink	If your analysis spans multiple dashboards, you can use hyperlinks to connect them. The Parameter and External Link modes are supported. For more information, see Hyperlink.

Next steps

Share the dashboard with specific users. For more information, see Share a dashboard.
To create a complex report with navigation menus for thematic analysis, you can integrate your dashboards into a data portal. For more information, see Create a PC data portal.