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Adaptive Planning
Last Updated: 2023-06-23
Waterfall Chart Improvements

Waterfall Chart Improvements

With the 2024R2 release, we now enable you to select specific accounts in
Data Settings
 for opening, variance, and closing accounts.
This functionality is only available to Adaptive Planning Limited Preview customers at this time. We plan to deliver this to all customers on November 8, 2024.

Changes

We provide a new option in the waterfall chart
Appearance Settings
 called
Multiple Variance Accounts
. With
Multiple Variance Accounts
 enabled, we remove the
Reference Value
 and
Comparison Value
 fields and we add the following new options in
Data Settings
:
  • Opening Account
    : The account for the waterfall start value.
  • Variance Accounts
    : The accounts used as variance values. You can have up to 20 Variance Accounts.
  • Closing Account
    : The account for the waterfall end value.
When you add
Variance Accounts
, you can now select how you visualize the account with the
Display
 field:
  • Account
    : Visualize the account as a single data point.
  • Breakdown
    : Visualize each child account separately.
  • Subtotal
    : Visualize the account as an intermediate subtotal column.
With
Multiple Variance Accounts
 enabled we also update waterfall charts by now:
  • Adding
    Subtotal Color
     field in
    Appearance Settings
    .
  • Removing the
    Labels Type
     and
    Axis Title
     fields.
  • Changing the data point tooltips to show time, account, version, and value.
  • Adding an
    Other
     column to let users know data is missing usually due to data access restrictions. The
    Other
     column doesn’t support explore data and drill down options.
If you enable
Multiple Variance Accounts
 on an existing waterfall chart, settings related to reference and comparison values are preserved when you disable
Multiple Variance Accounts
.

Business Benefits

Enabling
Multiple Variance Accounts
 provides more flexibility for waterfall chart analysis.