Waterfall

1. In the Properties panel, go to Data.
2. Select a data query and a Result Set.

You can configure a dimension by selecting a field. By default, Data Perspective Studio suggests the dimensions available in the result set.

1. In the Properties panel, go to Data.
2. In Dimension, select the field to use.
3. Optional: Click More options to open advanced configuration properties.
4. From Limit, select the maximum number of categories to display for the dimension.

You can configure the measure to show in the visualization. By default, Data Perspective Studio suggest the measures available in the data query result set.

1. In the Properties panel, go to Data.
2. From Measure, select the function to use.

   Data Perspective Studio lists the numerical fields, and the aggregation functions defined in the data query. The default aggregation is COUNT.

3. Optional: Click More options to open advanced configuration properties. For example, you can select a currency format like USD.

You can configure several options specific to Waterfall charts, that is, a final sum bar and intermediate sums.

1. In the Properties panel, go to Data.
2. In the Waterfall Options section, specify the options to show.

   Option	Description
   Display a final sum	Displays a final bar with the total sum of all bars. You can then configure the Last sum label and the Last sum color.
   Display intermediate sums	Displays intermediate sum bars after specific intervals between dimension categories. If the interval is 3, the intermediate bar cumulates 3 values, then another intermediate bar cumulates the 3 following values, ...

For a visualization that displays data for a dimension (for example, in a chart axis), it may be useful to focus on specific values for that dimension. You can do so using a local (internal) filter.

For example, if you have a priority dimension that contains Very Minor, Minor, Major, and Critical priorities, you may want to display values for the Major and Critical priorities only.

Important: Unlike Filters, you cannot select Local Filters on the visualization UI.

1. In the Properties panel, go to Data.
2. In the Local Filters section, specify the dimensions for which you want to filter data out as follows:
   1. From Field, select the dimension on which you want to apply the filtering.
   2. From Filtering mode, select Include or Exclude.
   3. From Values, select the set of values to include or exclude from the dimension.

   For example, for the Status dimension, you can exclude NULL values.

   
   
   

1. In the Properties panel, go to Style.
2. Specify the chart title.
   Note: To localize this title in other languages, click , and select a translation key. You define keys and translation values in the Translation menu.

3. Select the icon that represents your chart.

You can specify actions to run when you click the chart.

1. In the Properties panel, go to Actions.
2. Click to add a new effect.
3. Select the effect Behavior.

   Option	Description
   Filter	Filters screen data with the content dropped on the screen. Information source: Specify the field to filter data. Target studio variable: Select the data query variable to store source data.
   Set variable	Specify the variable that stores the data. Target studio variable: Select the data query variable where Data Perspective Studio stores source data.

You can add actions to the list of available actions, in the upper right of the visualization.

1. In the Properties panel, go to Actions.
2. Click to add a new menu action.

   Option	Description
   Label	Enter the action label.
   Icon	Specify the icon associated with the action.
   Effect (On click)	Select the destination screen to open when you click an object. Target screen: The destination screen where the user goes after clicking an object. For example, for a visualization showing risks, clicking a risk could redirect the user to a details page.