Strategy One

Format Panel for Waterfall Chart Visualizations

Once you add a waterfall visualization to a dashboard, you can format it.

Access

  1. Open an existing dashboard that contains a waterfall chart visualization.
  2. Select the entire visualization or just the area you want to format.

  3. The Editor, Filter, and Format panels are stacked together by default. Click Format to open it.

    • If the Format panel is not available, from the View menu, select Editor Panel to display all three panels. Click Format to open the Format panel.

Visualization Options

Container Fit Choose how the visualization should fit in the container.

Graph Shapes Display the cumulative effect of sequentially introduced positive and negative values or sum all values, show connection lines, as well as display a total and modify its label.

Data Labels Show labels and set their alignment.

Axes Display axis titles, axis labels, and grid lines.

Reference Lines Add reference lines and customize them.

Text and Form

Select options for text and shapes.

Title and Container

Select options for the title bar, fill, and border of the visualization container.

Title and Container

The following options are available to format the title, background, and borders in a visualization:

Title

Title Bar: Enable to display the visualization's title.

  • If the title bar is enabled, you can format its fill and font.

Container

Fill: Select the background color of the visualization from the palette.

Border: Select the style and color of the visualization's borders from the drop-down lists.

  • Beginning in Strategy One (September 2025), you can adjust the Radius of rounded corners for the container.

    • Use a number between 0 and 40.

    • If the current Padding is less than 50% of the updated Radius, Padding automatically increases to match 50% of the new Radius.