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.
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:
@Vinay VaradarajMplease can you elaborate.
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!
@Vinay VaradarajMWhere are your Net Demand & Gross Margin Line items?
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.