Waterfall Schemes
Innofalls offers various ways to create a waterfall chart. Which scheme you choose depends on what you want to compare.
If you want values to be summed up to a grand total (like in a profit and loss statement), you would create a Running Totals Waterfall Chart.
If you want to compare two or more members, you need a Delta Waterfall Chart.
To compare two or more measures you have to create a Measure Delta Waterfall Chart.
Depending on which fields you use (only Values or both Values and Values From) and how you navigate your chart, you might not be bothered selecting a scheme. The Innofalls visual automatically adjusts.
By default the waterfall scheme is set to Auto:
Auto
If Auto is selected, the waterfall will be shown as a running totals waterfall, unless two or more elements in the drill down history are selected. Then a delta waterfall is built. With one exception: If the selected elements don't have children in common (like Quarters, which have different months as children), a running totals waterfall will be built.
See Automatic Chart Selection for more details.
Running Totals Waterfall Chart
The running totals display breaks down a final sum into consisting contributions. It is often used for income statements and alike.
Intermediate Totals
In the menu you can also select how intermediate totals are treated. See next chapter for this.
Delta Waterfall Chart
Unless you made a drill down and selected only one element, this always displays the waterfall as a delta waterfall chart. Even when the case above occurs that the elements do not share children.
Measure Delta Waterfall Chart
The measure delta waterfall can not be selected from the menu. Instead, you have to add at least one measure into the Values From field.
You can add more than one measure into Values and / or Values From. The measures are added up respectively and the delta is calculated between the sum of them.
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