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2. Chart Type Selection — Waterfall

In the second step, you select Waterfall Series from the 15 chart types in the Cartesian group. This selection triggers the display of Waterfall-specific additional fields in Step 5 (Negative Color, Total Color, Connector Line) and causes Step 6 to be skipped.

Wizard route: /cartography/add/selectchart

Prerequisite

Cartesian group must be selected in Step 1.

01 — Group Selection


1. Review the Type List

The 15 chart types of the Cartesian group are listed in the left column.

Chart type selection screen — Waterfall card


2. Waterfall Series

Feature Description
Primary use Cumulative increase/decrease (P&L, budget, production delta)
Flow logic Each bar is added to the end of the previous point; positive goes up, negative goes down
Connector line Automatic render between bars
Total bar Last point optionally shown as total (Treat Last Point As Total)
Multiple series Not supported (Step 6 is skipped)

Waterfall vs Stacked

Waterfall shows flow (increase/decrease); Stacked shows distribution. Use Waterfall for net impact, Stacked for category share.

Multiple Series

Waterfall works with a single series. Create two separate Waterfall widgets to compare two separate flows.


3. Confirm the Type

Click the Waterfall card. The card is highlighted with a bold green border.

Waterfall selected card

Click the Next button at the top right.

Proceeding Without Selecting a Type

If no type is selected, Next gives a warning: "Please select a chart type first".

Types in the Wrong Flow

For Cartesian types other than Waterfall, use separate flows:


4. Next Step

03 — Compass Record Selection