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RyanDiehl's avatar
RyanDiehl
New Contributor III
3 years ago
Solved

Waterfall Chart in BI Viewer?

Has anyone been able to build a waterfall chart in BIViewer? I feel like this is something that I should be able to be done, but I can't find anything on it. Anyone know if this can be done? I know there is an advanced chart for waterfalls. 

Thanks

  • v6.6 Waterfall chart added as a stand alone component
    v6.8 Waterfall chart added to OneStream windows excel

    but no Waterfall chart in BIViewer component out-of-the-box yet

  • RobSnelson's avatar
    RobSnelson
    New Contributor III

    I was able to build something very close to a Waterfall chart using Range Charts. It requires a few additional steps to generate the data required. I set up Accounts for each of the incremental accounts in the chart and then used UD8 to set up a member for startPos and endPos. I have a CubeView set up with the Accounts  in rows and UD8 in columns. Then you can either write a Member Formula that calculates the ranges required for each of the columns, or a some other BR to generate the chart from source accounts...so for instance if you have 5 steps: Revenue = 100, COGS = -65, Opex = -25, OtherInc = +15, Taxes = -5 and finally NetIncome would then be = 20. The steps in the Table would be Revenue startPos = 0 and endPos = 100, COGS startPos = 35 and endPos = 100, Opex startPos = 10 and endPos = 35, OtherInc startPos = 10 endPos = 25, Taxes startPos = 20 andPos = 25, and then NetIncome startPos = 0 endPos = 20.

  • Hi,

    Is this the sort of chart you require ? This uses the Basic chart set to Waterfall

     

  • v6.6 Waterfall chart added as a stand alone component
    v6.8 Waterfall chart added to OneStream windows excel

    but no Waterfall chart in BIViewer component out-of-the-box yet