Waterfall Chart - Positive values start from previous line item

sosunkwo
edited December 2022 in Modeling

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.

sosunkwo_1-1669947650050.png

Backend:

sosunkwo_3-1669947892766.png

Tagged:

Comments

  • Vinay VaradarajM
    edited December 2022

    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:

    Screenshot 2022-12-02 at 1.15.51 PM.png

    Regards,

    vinayvm

  • sosunkwo
    edited December 2022

    @Vinay VaradarajMplease can you elaborate.

  • Vinay VaradarajM
    edited December 2022

    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

    Screenshot 2022-12-02 at 2.29.55 PM.png

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

    VinayVaradarajM_1-1669962931142.png

    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
    edited December 2022

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

  • Vinay VaradarajM
    edited December 2022

    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