Waterfall Chart in Anaplan

Leisha
New Contributor

Waterfall Chart in Anaplan

How do I create a waterfall chart in an existing model from existing data that is currently displayed on multiple dashboards?

2 REPLIES 2
Akhtar.shahbaz
Community Boss

Re: Waterfall Chart in Anaplan

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 

ChrisHeathcote
Community Boss

Re: Waterfall Chart in Anaplan

@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. 

ChrisHeathcote_0-1624957607621.png

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;

ChrisHeathcote_1-1624960977625.png

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.

ChrisHeathcote_2-1624961134234.png

Once complete publish to the chart card. 

 

 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA