Innofalls Documentation
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  • 🎉Overview
  • ▶️Getting Started
    • Installation
    • Create Your First Waterfall
    • Data Fields
      • Values From
      • Stack / Columns
      • Delta Fields
    • Videos
  • 🧭Interactivity
    • Navigation
      • Navigation Menu
      • Keyboard Shortcuts
      • Drill Down History
      • Drill Down Preview
    • Selections
    • Dynamic Deviation Charts
    • Sorting and Top N
    • Highlighting
    • Restrict User Controls
    • Animations
  • 📊Chart Types
    • Overview
    • Waterfall Charts
      • Running / Intermediate Total Waterfalls
      • Intermediate Totals and Sub Totals
      • Delta Waterfall Charts
      • Measure Delta Waterfall Chart
      • Deviation Waterfall Charts
    • Other Chart Types
      • Bar Charts
      • Stacked Bar Charts
    • Automatic Chart Selection Feature
    • Chart Orientation / Rotation
    • Adding Deviation Charts
    • Changing Deviation Charts Types
    • Special Value Treatment
  • 🎨Formatting
    • Label Formatting
    • Scenarios
    • Themes
    • Colors
    • Conditional Formatting
  • 👩‍🎓Examples
    • 📈Profit and Loss Statement
    • IBCS Styled Bar Chart with Deviations
    • Quick Examples
      • Waterfalls in Columns
      • Products Stacked by Segments
      • Comparing Quarters
      • Comparing Measures
      • Delta Waterfall by Drill Down Combination
      • IBCS Bar Chart
  • 🔑Licenses
    • Trial License
    • Paid Licenses
    • Assign Paid Licenses
    • Free License
    • Publishing to the Web
  • ❕Additional Information
    • Data Security Overview
    • Change Log
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  1. Chart Types

Automatic Chart Selection Feature

PreviousStacked Bar ChartsNextChart Orientation / Rotation

Last updated 11 months ago

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The Automatic Chart Selection feature in Innofalls Charts simplifies the process of choosing the right chart type by intelligently adapting based on your data and interactions. When the waterfall scheme is set to "Auto," the visual will automatically decide whether to display a running totals waterfall chart or a delta waterfall chart, depending on the number of elements selected in the .

How It Works

  • Single Element Selection: If only one element is selected in the drill down history, the visual defaults to a running totals waterfall chart. This chart type is ideal for showing cumulative totals, such as tracking the sum of revenues or expenses over time.

  • Multiple Elements Selection: When two or more elements are selected, the visual switches to a delta waterfall chart. This type of chart compares the selected elements against each other, highlighting the differences between them.

Exceptions

There are cases where the default behavior might change. For instance, if the selected elements do not share common child elements (e.g., different quarters like Q1 and Q2, which have different months), the visual will revert to a running totals waterfall chart instead of a delta waterfall chart. This ensures that the chart remains meaningful and accurately represents the data.

Benefits

  • Ease of Use: Users do not need to manually select the chart type; the visual makes an intelligent choice based on the data selection.

  • Flexibility: You can explore data interactively and the visual adapts to provide the most relevant chart type, ensuring clarity and insight.

You can enforce or by selecting that scheme in the menu.

Additionally, explore the feature, which ensures your charts are always oriented correctly based on the data, enhancing the visualization experience. Read more about Automatic Chart Orientation.

📊
Running Totals
Delta Waterfalls
Automatic Chart Orientation
drill down history
Single Selection (left, Running Totals) vs. Multiple Selections (right, Delta Waterfall)
Running Totals Chart, despite two selected elements