Waterfall Comparison chart is a form of data visualization that allows you to compare or benchmark customers/products/regions/years, etc. The columns are color-coded for distinguishing between positive and negative values.

Open

Specify Waterfall Chart Details

To access a Waterfall Comparison chart, go to Analytics > Data Analyzer > Waterfall Comparison. The first tab called Chart contains the result chart. The second tab, whose name is taken from the Data Label field contains the data that is shown in the chart.

You can specify the Waterfall Comparison chart details by doing the following:

1. Enter the name of the data series in the Data Label field (max 60 characters).

2. Choose a Data Source from the drop-down list. It can be any Pricefx data source – a Datamart, Data Feed, Simulation Datamart, Rollup or Optimization Model (DMT tables organized by Models to which they belong).

3. Select a Currency to which money data will be converted.

4. Determine how the data is aggregated. Select the value from the drop-down menu. For details see Data Calculation Options.

5. You can set up the Generic filter (all dimensions, dates and values):

   1. Click Add Generic Filter, the Advanced Filter dialog will open.

   2. Specify the filter criteria. You can combine individual rules with groups of rules as clauses and subclauses.

   3. Click Apply.

6. You can create an Aggregation filter that allows you to filter the Datamart query results, i.e., to determine, which values will be shown in the chart. Variables (columns) calculated as contribution cannot be selected in aggregation filter.

7. The Products filter allows you to select products or filter by attributes from the product master data. You can use the quick filters under the table header, set up an advanced filter or select an attribute value in the table, which selects all products with the same attribute value. Attributes that are not available for filtering are grayed out.

8. The Customers filter allows you to select customers or filter by attributes from the customer master data. You can use the quick filters under the table header, set up an advanced filter or select an attribute value in the table, which selects all customers with the same attribute value. Attributes that are not available for filtering are grayed out. Only the filtered data will be used in the analysis.

9. You can set up a Dimension filter:

   1. Select the filter dimension from the drop down list.

   2. Select the values to filter by.

   3. Add more dimensions if required. In all subsequent filters you will only be able to select values complying with all previous filters.

10. (Optional) Disable the Show data labels checkbox to hide the variable values in the chart.

You can construct the Waterfall Comparison chart by doing the following:

1. Click Add Waterfall Element.

2. Select the Source from the drop down list.

3. Specify the type of the new element. There are three possible types:

   •  Surcharge – Add to the element (e.g., costs as the starting point of the calculation, Percent Plus on an existing item, such as regional adjustment to prices to differentiate regionally).

   •  Reduction – Subtracts from the element (e.g., bonuses, discounts).

   •  Price point – Total or subtotal of items higher up on the list of elements.

4. Select the Source from the drop down list. In case the field is left empty, the system calculates the difference between the two values. This is only possible between two elements that have a data source defined.

5. Enter a Label. The field's label from the Datamart is pre-filled.

6. You can move elements with drag & drop.
   You can delete elements by selecting the required element and clicking the Delete  icon.

7. Click the Apply and Refresh button to update the chart.

Optionally, click Add Series to be able to compare this chart with other data series. The selection of Data Source, all filters and the settings from the Data Display Options will be copied to the new series from Series 1. The data from all series are displayed in one chart and one data table. The maximum number of series in a chart is 10.

In a configuration with multiple data series, you can compare series by creating a Join series. Set the relation (joining key) between the added data series and the base series. Note that series are always joined to the base Series 1, so you cannot compare, for example, Series 2 and 3. You can define up to 4 Join series. See Accelerate Actionable Insights for configuration examples.

 You can save the currently open chart as a default Waterfall chart – simply click the Save as Default button. This chart will be always loaded when you open the Waterfall / Waterfall Comparison chart editor and can be used as a template. You can view and edit the chart in the Default Waterfall configuration section.