Tableau: Waterfall chart from Budget to Actual

It has been a while since I posted anything. Currently I am exploring Tableau Software, as I encounter some challenges as well, I decided to post those in a separate section.

This will be the first post.

I did not find a good example on how to build a waterfall chart. I could only find partially constructed ones. So from 0 building up to a total.
Waterfall_org

But not starting eg with total budget and then go to total Actual.

I have come up with the following solution, it might not be the best yet (I only started a week ago with Tableau at all), but it is something. The trick is: use 3 charts, 1 for total budget, 1 for the waterfall, and 1 for total actual, use a formula for total budget in window to start the running total from: Total(sum([Budget Profit])) + running_sum(sum([Profit])-sum([Budget Profit]))

Waterfall

See for dashboard in Tableau Public: view dashboard

Recent Related Posts
Femke Kooij is a dashboard and report designer, developer and educator specializing in SAP | BusinessObjects Dashboards (better known as Xcelsius) and Crystal Reports. She has also a lot of experience with other SAP | BusinessObjects toolings like, Web Intelligence (WebI), Information Design Tool (Universe Designer), BusinessObjects Data Services (BODS) and the overall server platform BusinessObjects Enterprise (Launchpad, CMC). She spends a lot of her time thinking about and sharing her knowledge of Xcelsius to others through her own blog. Lately she is exploring other visualization tools like Qlikview and Tableau. On the later she is also posting some experiences. Currently she is in the employment of Cognizant Technology Solutions. Her blog only contains her personal views, thoughts and opinions. It is not endorsed by Cognizant Technology Solutions nor does it constitute any official communication of Cognizant Technology Solutions.

This entry was posted in Tableau and tagged , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>