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Creating waterfall charts

qlik-embed: Where possible, use qlik-embed and qlik/api rather than this framework.

This section describes how to create waterfall charts with the Visualization API.

Creating a basic waterfall chart

In this example, you will create a basic waterfall chart containing three measures, with a custom title and color legend switched off.

  1. Create the chart.

    Create the container for the chart. The visualization type is waterfallchart.

    app.visualization.create(
     'waterfallchart',
     [],
     {}
    )
    
  2. Define the first measure.

    Define the first measure as a column. The first measure is using the measure operation Add: "valueType": "NORMAL".

    [
      {
        "qDef": {
          "qLabel": "Expected",
          "qDef": "Avg(ExpPutts)",
          "valueType": "NORMAL"
        }
      }
    ]
    
  3. Define the second measure.

    Define the second measure as a column. It is using the measure operation Subtract: "valueType": "INVERSE".

    [
      {
        "qDef": {
          "qLabel": "Expected",
          "qDef": "Avg(ExpPutts)",
          "valueType": "NORMAL"
        }
      },
      {
        "qDef": {
          "qLabel": "Actual",
          "qDef": "Avg(Putts)",
          "valueType": "INVERSE"
        }
      }
    ]
    
  4. Define the third measure.

    Define the third measure as a column. The first measure is using the measure operation Subtotals: "valueType": "SUBTOTAL".

    [
      {
        "qDef": {
          "qLabel": "Expected",
          "qDef": "Avg(ExpPutts)",
          "valueType": "NORMAL"
        }
      },
      {
        "qDef": {
          "qLabel": "Actual",
          "qDef": "Avg(Putts)",
          "valueType": "INVERSE"
        }
      },
      {
        "qDef": {
          "qLabel": "Shots gained or lost",
          "qDef": "Avg(ExpPutts-Putts)",
          "valueType": "SUBTOTAL"
        }
      }
    ]
    
  5. Define the title.

    Then add a custom title and switch off the legend in the options.

    {
      "showTitles": true,
      "title": "Shots gained or lost putting",
      "legend": {
        "show": false
      }
    }
    

Result

Example of a waterfall chart

Complete code example: Waterfall chart

  • Visualization API
    const config = {
      host: '<TENANT_URL>', //for example, 'abc.us.example.com'
      prefix: '/',
      port: 443,
      isSecure: true,
      webIntegrationId: '<WEB_INTEGRATION_ID>'
    };
    
    require.config({
      baseUrl: `https://${config.host}/resources`,
      webIntegrationId: config.webIntegrationId
    });
    
    require(["js/qlik"], (qlik) => {
      qlik.on('error', (error) => console.error(error));
      const app = qlik.openApp('<APP_ID>', config);
      app.visualization.create(
        'waterfallchart',
        [
          {
            "qDef": {
              "qLabel": "Expected",
              "qDef": "Avg(ExpPutts)",
              "valueType": "NORMAL"
            }
          },
          {
            "qDef": {
              "qLabel": "Actual",
              "qDef": "Avg(Putts)",
              "valueType": "INVERSE"
            }
          },
          {
            "qDef": {
              "qLabel": "Shots gained or lost",
              "qDef": "Avg(ExpPutts-Putts)",
              "valueType": "SUBTOTAL"
            }
          }
        ],
        {
          "showTitles": true,
          "title": "Shots gained or lost putting",
          "legend": {
            "show": false
          }
        }
      ).then((vis)=>{
        vis.show("QV01");
      });
    });
    

Defining number formatting and grid line spacing

In this example, the number formatting is changed to always display two decimals and the grid line spacing has been set to narrow.

  1. Set the number formatting.

    Change the number formatting for all three measures in the columns:

    "qNumFormat": {
      "qType": "F",
      "qnDec": 2,
      "qUseThou": 0,
      "qFmt": "#,##0.00",
      "qDec": ".",
      "qThou": ","
    }
    
  2. Set the grid line spacing.

    Then specify the grid line spacing in the options: "gridlines": { "auto": false, "spacing": 3 }, where 3 means narrow.

    {
      "showTitles": true,
      "title": "Shots gained or lost putting",
      "gridlines": {
        "auto": false,
        "spacing": 3
      },
      "legend": {
        "show": false
      }
    }
    

Result

Example waterfall chart with modified number formats and grid spacing

Example of a waterfall chart with modified
number formats and grid spacing

Complete code example: Waterfall chart with modified number formats and grid spacing

  • Visualization API
    const config = {
      host: '<TENANT_URL>', //for example, 'abc.us.example.com'
      prefix: '/',
      port: 443,
      isSecure: true,
      webIntegrationId: '<WEB_INTEGRATION_ID>'
    };
    
    require.config({
      baseUrl: `https://${config.host}/resources`,
      webIntegrationId: config.webIntegrationId
    });
    
    require(["js/qlik"], (qlik) => {
      qlik.on('error', (error) => console.error(error));
      const app = qlik.openApp('<APP_ID>', config);
      app.visualization.create(
        'waterfallchart',
        [
          {
            "qDef": {
              "qLabel": "Expected",
              "qDef": "Avg(ExpPutts)",
              "valueType": "NORMAL",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          },
          {
            "qDef": {
              "qLabel": "Actual",
              "qDef": "Avg(Putts)",
              "valueType": "INVERSE",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          },
          {
            "qDef": {
              "qLabel": "Shots gained or lost",
              "qDef": "Avg(ExpPutts-Putts)",
              "valueType": "SUBTOTAL",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          }
        ],
        {
          "showTitles": true,
          "title": "Shots gained or lost putting",
          "gridlines": {
            "auto": false,
            "spacing": 3
          },
          "legend": {
            "show": false,
            "dock": "auto"
          }
        }
      ).then((vis)=>{
        vis.show("QV01");
      });
    });
    

Using custom colors

You can set the presentation color for the different measure operations: Positive value color, Negative value color, and Subtotal color.

The following colors are being used in this example:

  • Positive value color: #91c26a
  • Negative value color: #f8981d
  • Subtotal color: #52a2cc
  1. Define the colors.

    The colors are defined in the color object. Switch off auto coloring: "auto": false. Then add a definition for the positive value color: "positiveValue": { "paletteColor": { "index": -1, "color": "#91c26a" }. Add the definition for the negative value color: "negativeValue": { "paletteColor": { "index": 9, "color": "#f8981d" } }. Finally, define the subtotal color: "subtotal": { "paletteColor": { "index": -1, "color": "#52a2cc" } }.

    "color": {
      "auto": false,
      "positiveValue": {
        "paletteColor": {
          "index": -1,
          "color": "#91c26a"
        }
      },
      "negativeValue": {
        "paletteColor": {
          "index": 9,
          "color": "#f8981d"
        }
      },
      "subtotal": {
        "paletteColor": {
          "index": -1,
          "color": "#52a2cc"
        }
      }
    }
    

Result

Example of a waterfall chart with custom color
modification

Complete code example: Waterfall chart with custom color modification

  • Visualization API
    const config = {
      host: '<TENANT_URL>', //for example, 'abc.us.example.com'
      prefix: '/',
      port: 443,
      isSecure: true,
      webIntegrationId: '<WEB_INTEGRATION_ID>'
    };
    
    require.config({
      baseUrl: `https://${config.host}/resources`,
      webIntegrationId: config.webIntegrationId
    });
    
    require(["js/qlik"], (qlik) => {
      qlik.on('error', (error) => console.error(error));
      const app = qlik.openApp('<APP_ID>', config);
      app.visualization.create(
        'waterfallchart',
        [
          {
            "qDef": {
              "qLabel": "Expected",
              "qDef": "Avg(ExpPutts)",
              "valueType": "NORMAL",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          },
          {
            "qDef": {
              "qLabel": "Actual",
              "qDef": "Avg(Putts)",
              "valueType": "INVERSE",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          },
          {
            "qDef": {
              "qLabel": "Shots gained or lost",
              "qDef": "Avg(ExpPutts-Putts)",
              "valueType": "SUBTOTAL",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          }
        ],
        {
          "showTitles": true,
          "title": "Shots gained or lost putting",
          "gridlines": {
            "auto": false,
            "spacing": 3
          },
          "color": {
            "auto": false,
            "positiveValue": {
              "paletteColor": {
                "index": -1,
                "color": "#91c26a"
              }
            },
            "negativeValue": {
              "paletteColor": {
                "index": 9,
                "color": "#f8981d"
              }
            },
            "subtotal": {
              "paletteColor": {
                "index": -1,
                "color": "#52a2cc"
              }
           }
          },
          "legend": {
            "show": false,
            "dock": "auto"
          }
        }
      ).then((vis)=>{
        vis.show("QV01");
      });
    });
    

Dimension and measure axis settings

In this example, you will make changes to how the X and Y axes are presented.

  1. Configure X axis settings.

    X-axis settings are set in the dimensionAxis object.

    Set to display labels only on the X-axis: "show": "labels". State that the labels should always be horizontally displayed: "label": "horizontal", and positioned at the top of the visualization: "dock": "far".

    "dimensionAxis": {
      "show": "labels",
      "label": "horizontal",
      "dock": "far"
    }
    
  2. Configure Y axis settings.

    Y-axis settings are set in the measureAxis object.

    For the Y-axis, also set to display labels only: "show": "labels". Then set narrow scaling of the axis: "spacing": 0.5, where 0.5 means narrow. Disable auto range to define a custom value range for the Y-axis: "autoMinMax": false. Then set the range mode: "minMax": "minMax", and define the minimum and maximum values: "min": -0.5, "max": 2.

    "measureAxis": {
      "show": "labels",
      "spacing": 0.5,
      "autoMinMax": false,
      "minMax": "minMax",
      "min": -0.5,
      "max": 2
    }
    

Result

Note that the label of the third measure has been changed to SGLP in the following example.

Example of a waterfall chart waterfall chart
with custom dimension and axis settings

Complete code example: Waterfall chart with custom dimension and axis settings

  • Visualization API
    const config = {
      host: '<TENANT_URL>', //for example, 'abc.us.example.com'
      prefix: '/',
      port: 443,
      isSecure: true,
      webIntegrationId: '<WEB_INTEGRATION_ID>'
    };
    
    require.config({
      baseUrl: `https://${config.host}/resources`,
      webIntegrationId: config.webIntegrationId
    });
    
    require(["js/qlik"], (qlik) => {
      qlik.on('error', (error) => console.error(error));
      const app = qlik.openApp('<APP_ID>', config);
      app.visualization.create(
        'waterfallchart',
        [
          {
            "qDef": {
              "qLabel": "Expected",
              "qDef": "Avg(ExpPutts)",
              "valueType": "NORMAL",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          },
          {
            "qDef": {
              "qLabel": "Actual",
              "qDef": "Avg(Putts)",
              "valueType": "INVERSE",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          },
          {
            "qDef": {
              "qLabel": "SGLP",
              "qDef": "Avg(ExpPutts-Putts)",
              "valueType": "SUBTOTAL",
              "qNumFormat": {
                "qType": "F",
                "qnDec": 2,
                "qUseThou": 0,
                "qFmt": "#,##0.00",
                "qDec": ".",
                "qThou": ","
              }
            }
          }
        ],
        {
          "showTitles": true,
          "title": "Shots gained or lost putting",
          "gridlines": {
            "auto": false,
            "spacing": 3
          },
          "color": {
            "auto": false,
            "positiveValue": {
              "paletteColor": {
                "index": -1,
                "color": "#91c26a"
              }
            },
            "negativeValue": {
              "paletteColor": {
                "index": 9,
                "color": "#f8981d"
              }
            },
            "subtotal": {
              "paletteColor": {
                "index": -1,
                "color": "#52a2cc"
              }
            }
          },
          "legend": {
            "show": false,
            "dock": "auto"
          },
          "measureAxis": {
            "show": "labels",
            "spacing": 0.5,
            "autoMinMax": false,
            "minMax": "minMax",
            "min": -0.5,
            "max": 2
          },
          "dimensionAxis": {
            "show": "labels",
            "label": "horizontal",
            "dock": "far"
          }
        }
      ).then((vis)=>{
        vis.show("QV01");
      });
    });
    
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