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Waterfall chart advanced properties

You open the advanced properties panel for a visualization by clicking EditEdit sheet in the toolbar, clicking Advanced options, and clicking the visualization that you want to edit.

If the properties panel is hidden, click open right panel Properties in the toolbar.

Information noteIf the visualization displays Linked Object Linked visualization in the properties panel, the visualization is linked to a master item. You can edit the master item or unlink the visualization from the master item to edit only the current visualization.
Information noteSome of the settings in the properties panel are only available under certain circumstances, for example, when you use more than one dimension or measure, or when you select an option that makes other options available.

Data

Click Add to add a dimension or a measure.

On the Data tab, under Measures, click Add to open a list of available measures. Select the measure that you want to add to the visualization. If you select a field, you are automatically presented with some common aggregation functions that you can choose between for the measure.

If no measure is available, you need to create one. You can enter the expression directly in the text box, or click Expression to create a measure in the expression editor.

You can edit a measure that is linked to a master item by updating the master item, or by unlinking the measure from the master item and editing only this instance.

If Add is dimmed, you cannot add more measures.

Measures

  • <Measure name>: Click the measure to open the measure settings.

    If you want to delete the measure, right-click the measure and select Delete in the dialog. Alternatively, click the measure and click Delete.

    • Expression: Click Expression to open the expression editor. The existing expression is displayed by default.

    • Label: Enter a label for the measure. Measures not saved in Master items are by default displayed with the expression as label.
    • Measure: Only displayed for master items. To edit only this instance of the measure, click Linked Object to unlink the measure from the master item.
    • Measure operation: Select how to use the measure in the chart:
      • Add: The measure value is added.
      • Subtract: The measure value is subtracted.
      • Subtotals: The measure value is treated as a subtotal value of the last measures using the same measure operation.
    • Subtotals: Select Subtotals to add an automatically calculated subtotal measure based on the result of all previous measure operations.
    • Subtotal label: Enter a label for the automatically calculated subtotal measure.
    • Master item: Create a master measure based on the measure expression by clicking Add new. If the measure is already linked to a master item, you can update the master item by clicking Edit. All instances of the linked dimension will be updated.

Information noteYou can add up to 15 measures in a waterfall chart.

You can drag the measures to set the order in which they are displayed in the visualization. Use the drag bars (drag bars) to rearrange the order.

Scripts

Information noteOnly available if chart level scripting has been enabled in your app. See Turning on chart level scripting.

On the Data tab, under Scripts, click Add to create a chart script. You can add more than one chart script.

You can enter the chart script directly in the text box, or click Expression to create a chart script in the expression editor.

Number formatting

  • Number formatting: Different options for formatting the measure values. If you want to change the number format at app level, and not just for a single measure, it is better to do that in the regional settings, that is, in the SET statements at the beginning of the script in the data load editor.

    The following number formats are available:

    • Auto: Qlik Sense automatically sets a number formatting based on the source data.

      To represent numeric abbreviations, the international SI units are used, such as k (thousand), M (million), and G (billion).

    • Number: By default, the formatting is set to Simple, and you can select the formatting from the options in the drop-down list. Click the button to change to Custom formatting, and use the Format pattern box to change the format pattern.

      Examples:  

      • # ##0 describes the number as an integer with a thousands separator. In this example " " is used as a thousands separator.
      • ###0 describes the number as an integer without a thousands separator.
      • 0000 describes the number as an integer with at least four digits. For example, the number 123 will be shown as 0123.
      • 0.000 describes the number with three decimals. In this example "." is used as a decimal separator.

      If you add the percent sign (%) to the format pattern, the measure values are automatically multiplied by 100.

    • Money: By default, the format pattern used for money is the same as set up in the operating system. Use the Format pattern box to change the format pattern.
    • Date: By default, the formatting is set to Simple, and you can select the formatting from the options in the drop-down list. Click the button to change to Custom formatting, and use the Format pattern box to change the format pattern.
    • Duration: By default, the format pattern used for duration is the same as set up in the operating system. Duration can be formatted as days, or as a combination of days, hours, minutes, seconds and fractions of seconds. Use the Format pattern box to change the format pattern.
    • Custom: By default, the format pattern used for custom is the same as set up in the operating system. Use the Format pattern boxes to change the format pattern.
      • Decimal separator: Set the decimal separator.
      • Thousands separator: Set the thousands separator.
      • Format pattern: Set the number format pattern.
      • Reset pattern: Click to reset to default pattern.
    • Measure expression: The format pattern is determined by the measure expression. Use this option to display custom number formatting for a measure in a visualization.

      Limitations:

      Only works with visualizations that accept measures.

      Cannot be used with a box plot.

      Does not affect the number formatting of the axis.

Add-ons

  • Data handling:

    • Calculation condition: Specify an expression in this text field to set a condition that needs to be fulfilled (true) for the object to be displayed. The value may be entered as a calculated formula. For example: count(distinct Team)<3. If the condition is not fulfilled, the message or expression entered in Displayed message is displayed.

      A calculation condition is useful when a chart or table is slow to respond due to a large amount of data. You can use the calculation condition to hide an object until the user has filtered the data to a more manageable level by applying selections. Use the Displayed message property to guide the user to filter the data.

  • Reference lines: Add reference line: Click to add a new reference line.

    • Show: When selected, the reference line is displayed.
    • Label: Enter a label for the reference line.
    • Color: In the color picker, select the color of the reference line and the label.
    • Reference line expression: Enter a value or an expression for the reference line. Click Expression to open the expression editor.
    • Delete: Click to remove the reference line.

Appearance

General

  • Show titles: Select to enable or disable titles, subtitles, and footnotes in the chart.

    Enter Title, Subtitle, and Footnote. By default, the string is interpreted as a text string. However, you can also use the text field for an expression, or a combination of text and expression. An equals sign (=), at the beginning of a string shows that it contains an expression.

    Click Expression if you want to create an expression by using the expression editor.

    Information noteTitles are displayed on a single line. If you inject line breaks they will be ignored.

    Example:  

    Assume that the following string is used, including quotation marks: 'Sales: ' & Sum(Sales).

    By default, the string is interpreted as a text string and is displayed as presented in the example. But if you begin the string with an equals sign: (='Sales: ' & Sum(Sales)), the string is interpreted as an expression instead. The output is then Sales: <value of expression>, where <value of expression> is the calculated value.

  • Disable hover menu: Select to disable the hover menu in the visualization.

  • Show details: Set to Show if you want to allow users to be able to choose to view details, such as descriptions, measures, and dimensions.

Alternate states

  • State: Set the state to apply to the visualization. You can select:

    • Any alternate state defined in Master items.
    • <inherited>, in which case the state defined for the sheet is used.
    • <default state>, which represents the state where no alternate state is applied.

    For more information about alternate states, see Using alternate states for comparative analysis.

Presentation

Click on Styling to change the style of the title, subtitles, and footnotes of the waterfall chart, as well as the background color and image.

  • General: Style your visualization with the following settings: 

    • Title: Set the font, emphasis style, font size, and color for the title in this visualization.

    • Subtitle: Set the font, emphasis style, font size, and color for the subtitle in this visualization.

    • Footnote: Set the font, emphasis style, font size, and color for the footnote in this visualization.

    • Background color: Set the background color to single color or color by expression.

      • Single color: A single color can be applied to the background. You can select a color from the default palette, enter a hex value for a color, or select a color from the color wheel. No background color is applied by default. For more information, see Coloring a visualization.

      • By expression: Use an expression to define the background color. You can enter the expression directly in the Expression text box or click Expression to open the expression editor. Supported color formats are: RGB, ARGB, and HSL. For more information, see Color by expression.

    • Background image: Set a background image for the chart. Select an image from your media library.

You can adjust the following presentation options:

  • Gridline spacing: Set this to Custom if you want to customize the horizontal gridlines. You can choose between: No lines, Medium or Narrow.
  • Value labels: Set this to Off if you want to hide value labels on bars.

Colors and legend

  • Colors: You can set the presentation color for the different measure operations: Positive value color, Negative value color or Subtotal color
  • Show Legend: Set to Auto to show a legend of the measure operations. You can set the position of the legend with Legend position:
    • Auto: The legend is automatically positioned where there is available space.
    • Right
    • Bottom
    • Left
    • Top

Y-axis

  • Labels: Select if you want to show labels on the Y-axis.
  • Position: Select where to display the dimension axis.
  • Scale: Select how many lines you want to show on the Y-axis. Narrow shows many lines, and Wide shows few lines.
  • Range: Select to set the min value, the max value, or both. The min value cannot be larger than the max value. You can use expressions for the values.

X-axis

  • Labels: Select if you want to show labels on the X-axis.
  • Label orientation: Select orientation of the labels. The following options are available:
    • Auto: Automatically selects one of the other options depending on the space available on the chart.

    • Horizontal: Labels are arranged in a single horizontal line.

    • Tilted: Labels are stacked horizontally at an angle.

    • Layered: Labels are staggered across two horizontal lines.

    To view examples of label orientation, see X-axis and Y-axis.

  • Position: Select where to display the measure axis.