A waterfall chart is a type of bar chart used to show a whole value and the breakdown of that value into other subvalues, all in one chart. We can implement it in QlikView using the Bar Offset option.
In this example, we are going to demonstrate the chart showing a profit and loss breakdown.
Load the following script:
LOAD * INLINE [ Category, Value Sales, 62000 COGS, 25000 Expenses, 27000 Tax, 3000 ];
The following steps show you how to create a waterfall chart:
Create a new bar chart. There is no dimension in this chart. We need to add three expressions:
Sales $
Sum({<Category={'Sales'}>} Value)
COGS $
Sum({<Category={'COGS'}>} Value)
Expenses $
Sum({<Category={'Expenses'}>} Value)
Tax $
Sum({<Category={'Tax'}>} Value)
Net Profit $
Sum({<Category={'Sales'}>} Value)
-Sum({<Category={'COGS','Expenses','Tax'}>} Value)
Once you have added the expressions, click on Finish.
Edit the properties of the chart. On the Expressions tab, click on the + sign beside the COGS $ expression. Click on the Bar Offset option. Enter the following expression into the Definition box:
Sum({<Category={'Sales'}>} Value) -Sum({<Category={'COGS'}>} Value)
Repeat for the Expenses $ expression. Enter the following expression for the Bar Offset:
Sum({<Category={'Sales'}>} Value) -Sum({<Category={'COGS', 'Expenses'}>} Value)
Repeat once more for the Tax $ expression. Enter the following expression for the bar offset:
Sum({<Category={'Sales'}>} Value) -Sum({<Category={'COGS', 'Expenses', 'Tax'}>} Value)
Click on OK to save the changes.
The waterfall chart should look like the following screenshot: