Waterfall Dashboard presents the standardized price waterfall analysis. The chart helps you understand how an initial value is affected by a series of intermediate positive or negative values. The columns are color-coded for distinguishing between positive and negative values.

Waterfall With Absolute Value

1 Set Up Data and Filters
2 Analyze Results
- 2.1 Absolute
  - 2.1.1 Default View
  - 2.1.2 Drill-down for On-Invoice Discounts
- 2.2 Percentage
- 2.3 Absolute Detail
- 2.4 By Absolute Unit
3 Field Definitions and Calculations

Set Up Data and Filters

For this dashboard you can set the following inputs:

Input	Description

Input	Description
Product(s)	Allows you to choose one of product attributes to be used for the analysis. Keep in mind that only columns present in the Transaction Datamart can be used for filtering.
Customer(s)	Allows you to choose one of customer attributes to be used for the analysis. Displayed only when Customer data is used in the package (`customerId` must be mapped in the `SIP_AdvancedConfiguration`). Keep in mind that only columns present in the Transaction Datamart can be used for filtering.
Date From/To	Filters data for the analysis according to the given time range. Default Value: Date From is set to one year back. Date To is set to today's date.
Waterfall Model	Allows you to choose the display model used in the waterfall. Currently there are 4 models available: Absolute (selected by default) – Displays raw data with a thousands separator and currency symbol. Includes a drill-down defined in the Advanced Configuration `waterfall-configuration`. Absolute Detail – Displays the same data as Absolute but without the drill-down functionality. By Absolute Unit – Displays data by unit value. Includes a drill-down defined in the Advanced Configuration `waterfall-configuration`. Percentage – Displays data converted to percentages. The percentage base is defined by the user in the Advanced Configuration `waterfall-configuration`.
Currency	Allows you to choose the currency used in the dashboard. The exchange rate for the selected currency is fetched from system the `ccy` Data Source, the currency symbol is fetched from the `CurrencySymbols` Company Parameter.
Generic Filter	Allows you to set up a generic transaction data filter. For example: display only data from Europe, or Asia.

Analyze Results

Visibility of the waterfall elements depends on availability of data in the transactional data and Company Parameter tables setup. The dashboard provides the following models:

Absolute

Default View

Drill-down for On-Invoice Discounts

Percentage

Each element is detailed as a percentage value of a reference field that has been defined during deployment, usually the List Price.

Absolute Detail

All elements of the waterfall are displayed at once and values are in money term.

By Absolute Unit

All elements of the waterfall are displayed as per unit, like Gross Margin per unit.

This specially makes sense to review the waterfall at a product level to check impact of each part per sold product.

Field Definitions and Calculations

To learn about field definitions, field calculations, and a list of used advanced configuration fields, see Waterfall Dashboard (Technical User Reference).