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Waterfall charts

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Hi there,

I'm trying to create a waterfall chart like the one below. Is it possible to do that in workiva? Thanks

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  • Courtnie Carver

    Hello Federico,

    Yes, there is indeed an option for waterfall charts in Workiva! You will navigate to the 'Chart' dropdown on your edit tab and then you can select 'waterfall.' (see image below)

    Additionally, to add data you can right click on the chart you have inserted and go to 'View chart data.' You are also able to adjust the appearance of the chart under 'Chart properties' in your right hand panel.

    Let us know if you have any additional questions. Thanks!

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  • Courtnie Carver

    Here is a helpful article that goes through adjusting the chart properties.

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  • Prakriti Pandey
    • Modificato

    I know we can make waterfalls in the workiva presentation platform but can we make waterfall in Wdesk spreadsheet?

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  • Mike

    Hello and welcome to the Community, Prakriti! Thanks for chiming in.

    Unfortunately inserting a chart in a Workiva Spreadsheet is not yet available, though it is planned to be added (see here). I'll get you added to our list and will keep you updated. Let me know if you've got any questions for me in the meantime.

    Cheers!

    Mike

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  • Alex Bates

    Question with regards to the original table - for the "waterfall" format, you are not able to stack separate data types to create the bars that you see in the screenshot in the original question. Do you know if there is a plan to add the functionality to stack different data types in Wdesk? For example, this would be helpful to reflect an investment portfolio with changes quarter over quarter. You would want to break out the portfolio at a given date (i.e. quarter-end) to break out debt securities / short-term investments / cash / alternatives etc.

     

    Thanks!

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  • Lars Skaar

    Hi Alex Bates! 

    There is not currently a plan in place for adding stacked columns to waterfall charts. There are some idea tickets out there from numerous other companies, so it is definitely in the teams sights! I have spun up an additional ticket for you and you will be added to the list. Every little bit helps as far as requesting of a new feature, so thank you! When there is movement on this idea, you will be notified!

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