Variance waterfall chart

You can use the variance waterfall chart (Variance waterfall) to show the variance between two measures over the different values of a dimension. The variance waterfall chart is included in the Visualization bundle.

You need to use two measures, start value and end value, and one bridge dimension.

Creating a variance waterfall chart

You can create a variance waterfall chart on the sheet you are editing.

Gehen Sie folgendermaßen vor:

1. In the assets panel, open Custom objects > Visualization bundle and drag a Variance waterfall object to the sheet.

2. Click the Add dimension button to select the bridge dimension.

3. Click the first Add measure button to select the measure to use as start value.
4. Click the second Add measure button to select the measure to use as end value.

The variance waterfall chart is now displayed with one bar for the start value measure and one bar for the end value measure. Between the measure bars you will see the variance for each value of the bridge dimension.

Changing the appearance of the chart

You can customize the appearance of your chart.

Labels

You can turn off value labels by setting Appearance > Presentation > Value labels to Off.

Legend

You can customize the legend labels by setting Appearance > Presentation > Labels to Custom. You can set a custom text for the following legend labels:

• Start value (Start value)
• End value (End value)
• Positive variance (Positive label)
• Negative variance (Negative label)

You can also hide the legend by setting Appearance > Colors and legend > Show legend to Off or change the position of the legend with Appearance > Colors and legend > Legend position.

Using the styling panel to further customize the appearance

You have a number of styling options available under Appearance in the properties panel.

Click Styling under Appearance > Presentation to further customize the styling of the chart. Sie können Ihre Designs zurücksetzen, indem Sie auf neben den einzelnen Abschnitten klicken. Wenn Sie auf Alle zurücksetzen klicken, werden die Designs für alle verfügbaren Registerkarten im Designfenster zurückgesetzt.

For general information about styling an individual visualization, see Applying custom styling to a visualization.

Anpassen des Texts

Sie können den Text für Titel, Untertitel und Fußnoten unter Darstellung > Allgemein festlegen. Um diese Elemente auszublenden, deaktivieren Sie Titel anzeigen

Die Sichtbarkeit der verschiedenen Bezeichnungen des Diagramms hängt von den diagrammspezifischen Einstellungen und den Anzeigeoptionen der Bezeichnungen ab. Diese können im Eigenschaftsfenster konfiguriert werden.

Sie können das Design des im Diagramm angezeigten Texts ändern.

Gehen Sie folgendermaßen vor:

1. In the properties panel, expand the Appearance section.

2. Under Appearance > Presentation, click Styling.

3. Legen Sie auf der Registerkarte Allgemein die Schriftart, den Hervorhebungsstil, die Schriftgröße und die Farbe der folgenden Textelemente fest:

   • Titel

   • Untertitel

   • Fußnote

Customizing the background

You can customize the background of the chart. The background can be set by color and image.

Gehen Sie folgendermaßen vor:

1. In the properties panel, expand the Appearance section.

2. Under Appearance > Presentation, click Styling.

3. On the General tab of the styling panel, you can select a background color (single color or expression). You can also set the background to an image from your media library or from a URL.

   When using a background color, use the slider to adjust the opacity of the background.

   When using a background image, you can adjust image sizing and position.

Customizing the border and shadow

You can customize the border and shadow of the chart.

Gehen Sie folgendermaßen vor:

1. In the properties panel, expand the Appearance section.

2. Under Appearance > Presentation, click Styling.

3. On the General tab of the styling panel, under Border, adjust the Outline size to increase or decrease the border lines around the chart.

4. Select a color for the border.

5. Adjust the Corner radius to control the roundness of the border.

6. Under Shadow in the General tab, select a shadow size and color. Select None to remove the shadow.

Example of a variance waterfall chart

In this simple example we will show how quarterly sales numbers contribute to sales compared to budget.

Dataset

The dataset we use contains sales numbers and budgeted sales for each quarter. You can paste it into a text file and load it in Qlik Sense.

Quarter,Sales,Budget
Q1,9,10
Q2,14,12
Q3,12,12
Q4,18,14

Visualization

You can now create a variance waterfall chart.

• Add Quarter as dimension.
• Add Sum(Budget) as the first measure.
• Add Sum(Sales) as the second measure.

The variance waterfall chart is created. We have adjusted the labels and colors in the example.
You can clearly see that Q1 had sales below budget, but the year ended with sales over budget, and that Q4 was the largest contribution.

Limitations

For information about general limitations, see Limitations.

• It is not possible to use a variance waterfall chart in a Trellis container.
• You need to use the same number format for both measures to get correct number format for the dimension variance bars.