Waterfall Chart (Beta)

The Waterfall widget lets you visualize cumulative changes across categories, making it easy to understand how individual areas contribute to an overall metric over a given period.

Overview

The Waterfall chart breaks down a total metric into its component parts, showing positive and negative contributions from each category on the horizontal axis. It is particularly useful for tracking performance across regions, teams, or segments — for example, how each area contributed to an overall satisfaction score over the last 30 days.

Configuring the Waterfall Widget

You configure the Waterfall widget through a three-tab panel: General, Setup, and Filter. Each tab controls a distinct aspect of the widget's behavior and display.

1

Open the widget editor

From your dashboard, add a new widget or click the edit icon on an existing one. The Edit widget panel opens on the right side of the screen.

2

Select the Waterfall chart type

In the General tab, locate the chart type selector. Click Waterfall to apply this visualization to the widget.

3

Name the widget

Still in the General tab, enter a descriptive name in the Title field. Optionally, add a Subtitle to provide additional context — this appears as smaller text beneath the title on the dashboard.

The subtitle is hidden by default on the dashboard view. Use it to explain the metric being tracked or the scope of the data, so other users understand the widget's purpose at a glance.

4

Configure the axes

Switch to the Setup tab to define what data the chart displays.

Vertical axis

Under Vertical axis, use the Metric dropdown to select the measure you want to visualize (for example, Overall). Optionally, enable Set vertical axis range and enter custom From and to values to fix the Y-axis scale.

Horizontal axis

Under Horizontal axis, configure the following fields:

Field	Description
Primary breakdown	The dimension used to segment the data on the X-axis (for example, Areas)
Selection	The specific values from the breakdown dimension to include. Click the dropdown to select or deselect individual items
Limit	The maximum number of bars to display on the chart
Start period	The time range for the starting reference value (for example, Last 30 days)
End period	The time range for the ending reference value (for example, Last 30 days)

The Start period and End period fields define the comparison window for calculating the waterfall values. When both are set to the same period, the chart shows contributions within that single range.

5

Adjust display settings

Still in the Setup tab, scroll to the Display settings section and toggle the options that apply:

Setting	Description
Invert colors	Reverses the default color scheme for positive and negative bars
Always show values on chart	Displays numeric labels directly on each bar, regardless of bar size
Show Mix Effect	Adds a bar representing the blended or combined effect across the breakdown dimension

6

Apply filters

Switch to the Filter tab to control which data the widget includes.

• Use the date range dropdown at the top to set the default time period for the widget. The default is Last 30 days.

• Under Advanced filters, click + Add filter to add one or more property-based conditions that refine the data set.

• Enable Ignore global filter if you want this widget to display data independently, regardless of any filters applied at the dashboard level.

Enabling Ignore global filter means this widget will not respond to date range or segment filters applied to the rest of the dashboard. Use this setting intentionally when you need a fixed reference point that should always remain constant.

7

Preview and save

Click Update preview to verify the chart renders correctly with your configuration. Once satisfied, click Save changes to publish the widget to the dashboard.

Field Reference

General Tab

Field	Description
Chart type	The visualization type. Select Waterfall to use this chart format
Title	The widget's display name, shown prominently on the dashboard
Subtitle	Optional description text shown beneath the title

Setup Tab — Vertical Axis

Field	Description
Metric	The measure to plot on the Y-axis
Set vertical axis range	Fixes the Y-axis to a custom minimum and maximum value

Setup Tab — Horizontal Axis

Field	Description
Primary breakdown	The dimension used to split data into individual bars
Selection	The subset of dimension values to display
Limit	Maximum number of bars shown
Start period	Time window for the base value
End period	Time window for the final value

Setup Tab — Display Settings

Setting	Default	Description
Invert colors	Off	Swaps positive and negative bar colors
Always show values on chart	On	Displays data labels on every bar
Show Mix Effect	On	Adds a combined-effect bar to the chart

Filter Tab

Field	Description
Date range	Default time period applied to the widget
Advanced filters	Additional property filters to narrow the data
Ignore global filter	Prevents dashboard-level filters from affecting this widget

Troubleshooting & FAQs

The preview is blank after configuring the axes. What should I check?

Verify that the Selection field under Horizontal axis has at least one value selected, and that the chosen Start period and End period contain data for the selected metric.

Why are some bars missing from the chart?

The Limit field caps the number of bars displayed. Increase this value in the Setup tab to show more breakdown categories.

The chart is showing unexpected values when the dashboard filter changes.

If the widget should remain unaffected by dashboard-level filtering, enable Ignore global filter in the Filter tab.

What does the Mix Effect bar represent?

The Mix Effect bar captures the portion of the total change that results from shifts in the composition of the breakdown dimension rather than performance changes within individual categories. Disable Show Mix Effect in Display settings if you do not need this breakdown.