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Workday User Guide
Last Updated: 2023-06-23
Set Up Waterfall Viz Options

Set Up Waterfall Viz Options

Security:
Discovery Boards: Create
domain in the System functional area.
When you create or edit a Waterfall viz, you can configure how to display the data and labels in the viz.
You can create a Waterfall viz using either of these methods:
  • One field each in the
    Measures
    and
    Dimensions
    drop zones. Workday displays how the values of a dimension field incrementally increase or decrease the value of a measure field. Example: You can display headcount (measure field) by fiscal period (dimension field). You can change the sort order of the dimension field values.
  • Multiple fields in the
    Measures
    drop zone. Workday displays each field in order on the x-axis, using the top field as the starting value. You can change the order of the measure values in the viz by changing the order of the fields in the Measures drop zone.
The method you use to create a Waterfall viz determines the viz options you can configure.
  1. Select a Waterfall viz.
  2. On the
    Builder
    panel, click
    Viz Options
    .
  3. As you complete this step, consider:
    Option Description
    Show data labels
    Display the data value as text above each incremental increase or decrease.
    Hide Start Value
    By default, Workday uses the first value on the x-axis as the start value and applies the Start color displayed in the viz legend to the first value. When you enable this option, Workday:
    • Hides the Start label from the viz legend.
    • Changes the color of the first value on the x-axis to use either the Increase or Decrease assigned color according to the field value.
    Hide total
    Hide the total value, which displays the cumulative effect of all increments in the last bar using a separate color.
    Sort Order
    (Dimension drop zone only) Select how to sort the values from the field in the
    Dimensions
    drop zone.
    You can sort the data alphabetically, logically, or numerically in ascending or descending order.
    Limit
    (Dimension drop zone only) You can apply a limit on the number of field values displayed on the axis with the dimension field.
    For more information on limiting data, see Limit Viz to the Top N Values.
    Axis display names
    Override the default names that display on the x-axis and y-axis of the viz.
    Measure display names
    Override the default display names for each field in the
    Measures
    drop zone.
    When the viz has multiple fields in the
    Measures
    drop zone, Workday uses these display names for the first measure and each incremental measure.
    Label display name
    Override the default display name for the total value (if included).