Data Viz Done Right

May 13, 2015

Tableau Tip Tuesday: How to Create Waterfall Charts

I've missed the last few weeks of #TableauTipTuesday, and technically it's Wednesday in London, but pretend I'm in California and it's Tuesday. This week, I show you how to create waterfall charts in Tableau.

The first example is very basic; I did this intentionally so that the steps would be super easy to follow. The second example is only moderately more complex; it looks at Tableau's SEC financial filings from 2011-2014.


  1. Thank you Andy, that was an easy to understand tutorial.

  2. I'd really like to have access to the original Excel spreadsheet that you've used just to be able to walk through it ourselves.
    Other than that, it was a very easy to understand and thorough introduction. Thank you!

    1. If you download the Tableau workbook, then view the data, you can see how it looks in the original Excel file, which I no longer have.

  3. Hi Andy - I have sales, variable costs, fixed costs as separate measures and not just one measure "Amount" - like the one in the example. Therefore I am unable to perform a quick calculation step to convert it to running total. Is there any solution on that.