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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} Waterfall charts are a special type of Floating Column Chart. A typical waterfall chart shows how an initial value is increased and decreased by a series of intermediate values, leading to a final value. h3. Chart Data Options ||Option||Description|| |LabelHorizontal Axis|This is the category label for the X axis| |SeriesVertical Axis|Typically a numeric value such as $. An item that you want to measure on your Chart| h2. Waterfall Chart Tutorial {styleclass: Class=topLink}[top|#top]{styleclass} h3. Summary In order to set up a Waterfall Chart you will need: # Create a report with chart display ## Select a field to use as the *LabelHorizontal Axis* ## Select a field to use as the *SeriesVertical Axis* # Create your chart, selecting *SpecialProportional PurposeInfographic* as the type, under andthe *WaterfallSpecial Purpose* asheading the chart # Provide the *LabelHorizontal Axis* and *SeriesVertical Axis* options and *Refresh* # Customise the Chart as required # *Close* the Chart Builder # *Save* your report h3. Tutorial {section} {column: width=30%} *1.* Click on the *Create* link and select *Report* to begin building your report. {column} {column: width=70%} !01.png! {column} {section} {section} {column: width=30%} *2.* You should now be on the Initialise Report page. Select the *Drag and Drop Builder* as the build tool. {column} {column: width=70%} !02.png! {column} {section} {section} {column: width=30%} *3.* Select *Ski Team* as the View. *4.* Now click the !step_right_on.png! button to proceed. {column} {column: width=70%} !2a.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *5.* You should now be on the *Step 1. Report Data* page. To start with, set the Output Options to *Chart Only* by selecting it in the *Report Options* section on the right. This will ensure that the information appears as a chart. {column} {column:width=70%} !3.png! {column} {section} {section} {column:width=30%} *6.* Drag and drop the !rpt_dim.png! *Month* dimension and !rpt_metric.png! *Invoiced (Pref Currency)* metric into the *Column Fields*. *7.* Click on !step_right_on.png! at the top of the page. {column} {column:width=70%} !reportData.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *8.* On the Report Preview page click on the Pie Chart image as before. *9.* Click on the *Chart* Menu and select *Special Purpose* as the Chart Type and *Waterfall* as the subtype (click on the picture on the right). *10.* Click *Save* to load the options for a *Waterfall Chart*. !save.png! {column} {column:width=70%} !selectChart.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *11.* Set the Label to *Month*. *12.* Select *Sum Invoiced (Pref Currency)* as the Series. *13.* Click *Refresh* to generate your chart. !refresh.png! {column} {column:width=70%} !setData.png! {column} {section} {section} {column:width=30%} *14.* You should now have a chart that looks like this. You now need to *Save* and *Activate* your chart. {column} {column:width=70%} !generateChart.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *15.* Click on the *Close* button to go back to the Report Preview page. *16.* Click on the *Save* Menu and use *Waterfall Tutorial* as the Name. *17.* Type *This Waterfall Chart was created using the Charts Tutorial* as the Description. *18.* Enter *Tutorial* as the Category and *Charts* as the Sub Category. *19.* Click *Activate*. !activate.png! {column} {column:width=70%} !saveChart.png|thumbnail,border=1! {column} {section}Proceed to the *Output* step # *Save* your report \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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