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7. General Design — Waterfall

In this step, the Waterfall widget's chart-level visual settings are configured.

Wizard route: /cartography/add/generaldesign

Prerequisite

Steps 1-5 of the Waterfall flow must be completed (6 is skipped).

05 — Series Design + Waterfall Settings


1. Screen Layout

Waterfall General Design — left form, right preview


2. Chart Title

Field Description
Show Title Title visibility (toggle)
Title Text Title text (e.g., "Q1-Q2 P&L Flow")
Title Color Text color
Title Font Size Font size (px)
Title Font Weight Normal / Bold / SemiBold
Title Background Color Background color
Title Border Color Border color
Title Border Width Border thickness (px)
Title Alignment Left / Center / Right

3. Legend

Since Waterfall works with a single series, the legend shows a single item; it is usually kept off.

Field Description
Show Legend Keeping it off for a single series is common
Legend Position top / bottom / left / right
Legend Text Color Text color
Legend Font Size Font size (px)
Legend Font Weight Normal / Bold
Legend Overflow Mode wrap / scroll

Legend Usually Off in Waterfall

There is one series; the legend takes up space. Add positive/negative/total color descriptions as a note in the info card or title.


4. Tooltip

Field Description
Show Tooltip Tooltip visibility
Tooltip Background Color Background color
Tooltip Border Color Border color
Tooltip Border Width Border thickness (px)
Tooltip Text Alignment Text alignment
Tooltip Text Color Text color
Tooltip Font Size Font size (px)
Tooltip Font Weight Normal / Bold

Waterfall Tooltip

The tooltip on hover shows the delta and cumulative total of that bar. Keep it on.


5. X Axis

Field Description Unit
X Axis Name Axis title (e.g., "Flow", "Quarter") text
X Axis Title Font Size Axis title font size px
X Axis Label Font Size Tick label font size px
X Axis Interval Tick interval number
X Axis Minimum Minimum value number
X Axis Maximum Maximum value number

6. Y Axis

Field Description Unit
Y Axis Name Axis title (e.g., "Amount (USD)") text
Y Axis Label Suffix Unit (USD, kWh, pcs) text
Y Axis Title Font Size Axis title font size px
Y Axis Label Font Size Tick label font size px
Y Axis Interval Tick interval number
Y Axis Minimum Minimum value number
Y Axis Maximum Maximum value number

Y Axis for Waterfall

The Y axis should generally start from 0 (Min = 0) so that the cumulative flow is clearly visible. Set Max slightly larger than the total value (1.1 × Total).


7. Plot Area

Field Description Unit
Plot Area Border Width Drawing area border thickness px
Plot Area Background Color Drawing area background color color

8. Zoom

Field Description
Pinch Zoom Zoom with pinch (toggle)
Pan Mode X / Y / XY pan
Zoom Mode X / Y / XY zoom

Waterfall + Zoom

Zoom is generally unnecessary for Waterfall — the number of categories is fixed and limited (5-10). Leave Pinch Zoom = Off.


9. Trackball

Field Description Unit
Trackball Line Width Trackball line thickness px
Trackball Tooltip Font Size Trackball tooltip font size px

10. Confirmation

When you click the Next button at the top right, flow.hasGeneralDesign = true is marked.


11. Next Step

08 — Card Design