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How to create a waterfall chart

This post was originally published on The Data School blog between 2018 and July 2025, before our program was renamed to MIP’s Analytics Career Accelerator. References throughout this article to “The Data School” or “DS” all refer to what is now MIP’s Analytics Career Accelerator. The program, its people, and its commitment to launching outstanding analytics careers remain the same – just under a new name.

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A type of graph known as a waterfall chart illustrates how various categories or time periods contribute to an overall cumulative total. This type of chart is commonly used to show how positive or negative values impact an initial value. The chart typically displays complete columns to represent the starting and ending values, while floating blocks represent intermediate values.

Today I’m going to show you how to create a basic waterfall chart by using tableau.

1. Sort profit by subcategory

2. Add table calculation to profit- Running total

3.Change the mark type from Bar to Gantt Bar and add profit to label

4. Create a calculated field called height to reverse the profit value to have each block pick up where the last one left off

5. Drag height to size mark
6. Drag profit to color and add a table calculation- running total
6. Edit the color
7. Finally, we get our waterfall chart, red bars represent the sum of the profit of these subcategories are less than zero. 

 

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