Configuring a waterfall chart in legacy views
Legacy view component
You're currently viewing a topic about a legacy view component in Studio. This component can still be used in legacy Studio views, however we recommend using the visual view editor in the new Studio experience. The updated interface includes drag and drop capabilities, allowing you to easily add components and configure your views.
For more information, see: Views.
Display your data using a waterfall chart, which visualize positive and negative changes to a value.
Waterfall charts can be displayed in horizontal and vertical orientations.
An example of a horizontal waterfall chart:
And an example of a vertical waterfall chart:
Horizontal waterfall chart configuration
To configure a horizontal waterfall chart, the following YAML example can be used:
- id: waterfallChartHorizontal type: waterfall settings: name: Horizontal Waterfall Chart # enter title here orientation: horizontal kpis: - kpi: GEN_Quota # required, add the id of a KPI here color: BLACK # possible color options can be found below subparts: # optional, define sub-level KPIs - kpi: GEN_Total_Rev_FY color: BLUE_40 - kpi: GEN_pipe_to_be_closed color: GRAY_20 subparts: - kpi: GEN_expected_closing_FY color: BLUE_20 - kpi: GEN_ACV_Gap color: RED_30
Vertical waterfall chart configuration
To configure a vertical waterfall chart, the following YAML example can be used:
- id: waterfallChartVertical type: waterfall settings: name: Vertical Waterfall Chart orientation: vertical kpis: - kpi: GEN_Quota # required, add the id of a KPI here - kpi: GEN_Total_Rev_FY_MINUS color: BLUE_40 # optional, possible color options can be found below - kpi: GEN_pipe_to_be_closed_MINUS color: GRAY_20 subparts: # optional, define sub-level KPIs - kpi: GEN_expected_closing_FY_MINUS color: BLUE_20 - kpi: GEN_ACV_Gap_MINUS color: RED_30
Adding position lines to waterfall charts
You can also add position lines to your waterfall chart using this YAML example. Position lines can be defined with a constant value or with a KPI.
id: waterfallChartVertical type: waterfall settings: name: Horizontal Waterfall Chart orientation: horizontal positionLines: - value: 20 color: RED_10 style: solid label: true title: Q1 Target - kpi: GEN_Quota color: RED_10 style: solid label: true title: FY Target kpis: - kpi: GEN_Quota color: GRAY_20 subparts: - kpi: GEN_Total_Rev_FY color: BLUE_20 - kpi: GEN_expected_closing_FY color: BLUE_40 - kpi: GEN_ACV_Gap color: BLUE_50 knowledgeModelKey: SIMPLE_CHARTS
Waterfall chart colors
When configuring waterfall charts, the following colors are available:
Black
Blue
Gray
Green
Pink
Purple
Red
White
And the possible color enum values are:
<HUE>_10
<HUE>_20
<HUE>_30
<HUE>_40
<HUE>_50
As an example, the following YAML shows three different hues of blue:
- kpi: GEN_Quota color: GRAY_60 subparts: - kpi: GEN_Total_Rev_FY color: BLUE_20 - kpi: GEN_expected_closing_FY color: BLUE_40 - kpi: GEN_ACV_Gap color: BLUE_70