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MeggieD00dles's avatar
MeggieD00dles
Frequent Visitor
2 years ago
Solved

Adjust waterfall data based on filter (without bookmarks)

Greetings all! 

I have a report page with a waterfall chart displaying the amount of funds awarded by year (image 1 - Category: "Award Date" Year only), and I would like to be able to narrow into the funding by month only if a filter is applied (image 2 - Category: "Award Date" Year & Month). If I have the visualization set to include the Year & Month and it is not filtered by year (image 3) it is too cluttered. Is there anyway to achieve a smooth transition from Image 1 to Image 2 without using bookmarks?

 

(Image 1) If there is no filter applied, I would like the visual to look like this:

.

 

(Image 2) When a filter is applied to a specific year, I would like the visual to look like this:

 

(Image 3) If I include the Month variable on the unfiltered visual, it looks like this:

 

 

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi MeggieD00dles ,

    Regarding your question, you may be able to create field parameters to achieve your goal.

    The Table data is shown below:

    1.Create a field parameter

    Make sure to select the Year field first.

     

     

    2.Place the created field parameters into a waterfall chart

    3.Final output

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi MeggieD00dles ,

    Regarding your question, you may be able to create field parameters to achieve your goal.

    The Table data is shown below:

    1.Create a field parameter

    Make sure to select the Year field first.

     

     

    2.Place the created field parameters into a waterfall chart

    3.Final output

     

    • MeggieD00dles's avatar
      MeggieD00dles
      Frequent Visitor

      Fantastic! I was not aware of the Parameter feature, but this works like a charm. Thank you so much for the solution!