Documentation

Quickstart

ZoomCharts Drill Down Waterfall is a new addition to the family of ZoomCharts custom visuals and is equipped with all ZoomCharts signature features: interactive drilldowns, smooth animations and rich customization options.

Optimized to work on both desktop and mobile devices providing intuitive user experience.

In addition, the Drill Down Waterfall introduces more freedom and flexibility when it comes to visualizing increases, decreases, and totals: you can add subtotals, change column sequence, hide Total column and customize change columns and totals separately.

The main things you need to know before starting to use the full potential of this visual are:

  • Field setup
  • Data Configuration
  • Total and Subtotals configuration

Field Setup

So, for this visual we have 4 fields which are “Category”, “Change”, “Total” and “Sequence”.

Fields list

  • "Category" field allows you to define the categories, for which the changes will be displayed, if you add more than 1 column in this field, this will allow you to drill-down to the next level for more detailed information basically it allows you a waterfall for the underlying categories.

  • "Change" field is there to provide the necessary value changes for all categories and subcategories.

  • "Total" field allows you to define total or sub totals from the data, if you add this column in your data and leave it blank, the visual will calculate the values itself and display them accordingly.

  • "Sequence" field is very important because it allows you to specify exact order for the changes and totals. (example below)

Sequence 1 Sequence 2

Data Configuration

When it comes do data configuration the setup is relatively straight forward, but there are few things to keep in mind.
  1. If a cell is left empty in the column, that is used for "Change" field, it will be considered as a total/subtotal, which will be automatically calculated and drawn if "Sub Total Mode" setting has been set to "All" (example below) 
empty changes
  1. To have dynamic subtotals/totals drawn in the visual, make sure, you have added data to the "Sequence field."
  2. When using  the "Sequence" make sure, you have set its aggregation to MIN, so that the values in the column don`t get summed.
  3. When "Total" field is used it will override any dynamically calculated number for the totals, for example, if dynamically calculated number is 10k but in the "Totals" you provided a value of 5k, the visual will draw the total column at value of 5k, because this value has been assigned by the user and has a higher priority.
Total and Subtotals configuration

There are settings in the Format tab in the 'Column Settings' section that allow you to display:

  • "None" - no sub-totals, no final total
  • "Total" - only the final total
  • "Last" - only the last sub-total (This also allows you to provide a dynamic name for the last "Sub total")
  • "All" - all sub-totals, no final total
Totals