Waterfall Chart - Positive values start from previous line item

sosunkwo

Hi, Anaplan Community,

I have a question about the Waterfall Chart in the UX.

I'd like to have the positive values start from 0 instead of the previous line item. I would appreciate your input/assistance.

Backend:

Vinay VaradarajM

Hi @sosunkwo ,

It looks like the setup does not have formulas for sub-totals and totals. In this case, I believe Gross Margin should be derived from previous line items which will assign relationships to display the waterfall.

Please check if the below helps you:

 

Regards,

vinayvm

sosunkwo

@Vinay VaradarajMplease can you elaborate.

Vinay VaradarajM

Hi @sosunkwo ,

Waterfall charts need summaries defined by way of formulas. Below is the same example with blueprint view:

Sub-total = sum of the first 4 line items

Total = Sub-total + copay + Other costs

By doing this, the system assigns parents and summaries to line items which help in displaying waterfall charts:

So effectively, you need to have sub-totals/totals line items which aggregate the underlying information to display waterfall chart. These columns for sub-totals/totals start from zero unlike the rest.

Hope this helps!

vinayvm

 

sosunkwo

@Vinay VaradarajMWhere are your Net Demand & Gross Margin Line items?

Vinay VaradarajM

Hi @sosunkwo ,

Basically, the line items which you would want to start from zero should be your sub-totals/totals, which in this case are Net Demand and Gross Margin.

regards,

vinayvm