How to create waterfall chart in Tableau?

Waterfall charts effectively display the cumulative effect of sequential positive and negative values. It shows where a value starts, ends and how it gets there incrementally. So, we are able to see both the size of changes and difference in values between consecutive data points.

Tableau needs one Dimension and one Measure to create a Waterfall chart.

  • Step 1: Open a New Worksheet in Tableau Desktop.
  • Step 2: Add Measure Profit and Change Mark Type.
  • Step 3: Create New Calculated Field.
  • Step 4: Create Waterfall Bars.
  • Step 5: Add Duplicate Measure to Duplicate the Chart.
  • Step 6: Merge the Two Plots into One.