How do I create a waterfall chart in an existing model from existing data that is currently displayed on multiple dashboards?
Hi @Leisha ,
Yes, you can create a waterfall chart from the existing data but waterfall depends on the summary of the line items
You can refer to the below link for an example:
https://help.anaplan.com/en/0febc1d7-584f-47f8-9f88-f869b5ccd159-Generate-a-Waterfall-Chart
https://community.anaplan.com/t5/Anaplan-Platform/Waterfall-chart-NUX/td-p/66585
https://community.anaplan.com/t5/Anaplan-Platform/Waterfall-chart/td-p/22861
Thanks
Akhtar
@Leisha
Waterfall charts work down line items and you will need most likely need to create a new module where you can reference each movement that you would like to include in the waterfall chart.
See how the line items take the actuals and then each variance to bridge the gap to forecast.
You could use a line item subset to map these into this module.
When setting the pivot ensure that all dimensions are placed as context selectors with your line items as rows;
Once set update the chart options so 'First Item as Total' is activated. This will change the 'Actuals' from green to grey as it is a total.
Once complete publish to the chart card.
There was an error rendering this rich post.
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
