Waterfall Flow

This flow covers Waterfall Series, the single chart type for visualizing cumulative increases and decreases. Each bar is positioned as an increase (positive) or decrease (negative) relative to the previous point's value; connector lines highlight the flow between bars. The flow skips Step 6 Add Series (single series only), and Step 5 shows Waterfall-specific additional settings.

Chart Types Using This Flow

Chart Type	Primary Use	Page
Waterfall Series	Cumulative profit/loss (P&L), budget analysis, production deltas	Waterfall

Single Chart, Special Settings

Waterfall is a single chart type. Step 5 shows special fields: Negative Value Color, Total Sum Color, Connector Line Width. Multiple series are not supported — Step 6 is skipped.

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Flow Diagram

flowchart LR
    A[1. Group<br/>Cartesian] --> B[2. Chart Type<br/>Waterfall]
    B --> C[3. Compass Record]
    C --> D[4. Axis Config]
    D --> E[5. Series Design<br/>+ Waterfall Settings]
    E --> G[7. General Design]
    G --> H[8. Card Design]
    H --> I[9. Display]

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Step Pages

This flow runs 8 of the wizard steps (6 is not present):

#	Step	Page	Key Content
1	Group Selection	01 — Group Selection	Select the Cartesian card
2	Chart Type Selection	02 — Chart Type	Waterfall card
3	Compass Record Selection	03 — Compass Record	Ordered delta series (category + delta value)
4	Axis Config	04 — Axis Config	X (category), Y (delta value)
5	Series Design + Waterfall Settings	05 — Series Design + Waterfall Settings	Positive/Negative/Total colors, Connector Line
7	General Design	07 — General Design	Title, Legend, Axis
8	Card Design	08 — Card Design	Refresh, Border, Info Card
9	Display Information	09 — Display	Name, Tags, Folder

Steps Not in This Flow

Skipped Step	Purpose in the standard flow	Why it isn't needed here
6 — Add Series	Add a second/third series to the chart	Waterfall uses a single series for cumulative increase/decrease analysis; multiple series are not supported

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Data Requirements

The Waterfall query returns an ordered delta series:

Column	Type	Role
X column	TEXT (category)	Bar label (e.g., "Opening", "Q1 Sales", "Q2 Loss", "Total")
Y column	NUMERIC	Delta value (positive = increase, negative = decrease)

-- Example: quarterly profit change flow
SELECT 'Opening'  AS category, 1000 AS delta UNION ALL
SELECT 'Q1 Sales',                      +250 UNION ALL
SELECT 'Q1 Cost',                       -120 UNION ALL
SELECT 'Q2 Sales',                      +300 UNION ALL
SELECT 'Q2 Loss',                        -80 UNION ALL
SELECT 'Total',                         1350;

Order Matters

The Waterfall order is critical; categories must be sorted according to flow logic. Use ORDER BY sequence_no or UNION ALL in SQL to preserve the fixed order.

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Next Step

→ 01 — Group Selection