2024 Week 29 | Sigma: Can you create a Waterfall Chart?

Introduction

Welcome to Week 29!

When dealing with time series data, sometimes we want to see how the data changes from period to period, specifically how it increases and decreases. Enter, the waterfall chart. Waterfall charts are a great way to see the journey of a value from start to end, and to see how positive and negative changes effected it along the way.

Let’s look at our Food Truck cost and sales data to build our first waterfall chart!

Have fun!

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Requirements

Adding Data

Add data table element from TASTY_BYTES_FOOD_TRUCKS schema
- Sigma Sample Database > Retail > TASTY_BYTES_FOOD_TRUCKS
- FCT_DAILY_ORDER_PROFIT – has daily order information
Group the FCT_DAILY_ORDER_PROFIT table:
- First grouping level – Order Date
- Calculations
  - Total Sales
  - Total Cogs – make this column negative! (-sum([cogs])
- Create Two Child tables of the FCT_DAILY_ORDER_PROFIT table
- Rename one table to ‘Sales’ and delete the Total Cogs column
- Rename the other table to ‘COGs’ and delete the Total Sales column
Create a new table as a Union of the Sales and COGs tables
- Match the order date columns
- Match the Total Sales column to the Total COGs column
- Rename the Sales/Cogs column to Cash Flow Value
Create a filter on the Order Ts column of the FCT_DAILY_ORDER_PROFIT table. Default to the last 12 months
Create filter on the Truck Brand Name of the FCT_DAILY_ORDER_PROFIT table. Default to The Mega Melt.
Create a segmented control using ‘create list from preset – date parts’ option.
- Delete the values for hour, minute, second.
- Set the control value to ‘period’ and rename the control
- Change the Grouped Date in the FCT_DAILY_ORDER_PROFIT table to group by the segmented control selection.
- Rename the Grouped Date column to ‘Order Period’
- Default the segmented control to Month
Create a waterfall chart as a child element of the Unioned table
Put the Order Period column in the X axis
Put the Cash Flow Value in the Y axis
Make sure the Y values are not aggregated
Rename the chart to ‘Cash Flow’
Format the Chart to show the data labels
Move your source tables (including the union) to a hidden data tab
Move your controls to the top of the page

Don’t forget to share your solution

Dataset

Sigma Sample Database > Retail > TASTY_BYTES_FOOD_TRUCKS

After you finish your workout, share on LinkedIn, Sigma’s Community page, (or Twitter) using the hashtags #WOW2024 and #SigmaComputing, and tag Ashley Bennett, Eric Heidbreder, Katrina Menne, and Michal Shaffer!

Create an interactive, sharable version of your solution here.

Also, make sure to fill out the Submission Tracker so that we can count you as a participant this week to track our participation throughout the year.