MicroStrategy ONE

Formatting Waterfall widgets

By default, a Waterfall widget automatically inherits some of the formatting contained in the underlying graph report. For example, the font colors and types contained in the graph report can be displayed in the widget. If you do not want the widget to inherit this formatting, clear the Inherit graph formatting check box in the Waterfall dialog box in Flash Mode or Interactive Mode in MicroStrategy Web.

A widget also has additional formatting specific to the type of widget. For a Waterfall widget, you can change the:

  • Whether or not the graph legend is displayed, and its formatting. For instructions, see Formatting the legend.

  • Format the Y axis values and manually specify the minimum and maximum values. For instructions, see Formatting the Y axis.

  • Color of the bars (series). For instructions, see Formatting the color of the bar risers.

  • Background color.

  • Border color.

  • Whether or not the data labels or titles are displayed along the X axis and Y axis.

  • Format the series data text.

  • Format the title.

  • The number format of the metric values. For example, you can format numbers to appear as dollars and cents, as percentages, or even as scientific notation. This formatting is done in Design View in MicroStrategy Developer and in Design Mode and Editable Mode in MicroStrategy Web. For instructions, see Changing the number format of the metric values.

The formatting listed above is done in Design View (MicroStrategy Developer) and in Design Mode and Editable Mode (MicroStrategy Web). For more information, see About formatting a graph report.

In Flash Mode or Interactive Mode in MicroStrategy Web, you can specify:

  • The colors for the increments and decrements bars. By default, shades of red are used for the decrements and shades of green for the increments. You can instead select a base color for the increments and for the decrements. The first increment/decrement series uses the base color, and subsequent series are colored in a shade of the base color. If the base color is dark, additional series use lighter shades, otherwise they use darker ones.

  • The border color.

  • Whether or not to apply shadow effects on the bars.

  • Whether increments and decrements are calculated by the widget or based on the metrics (that is, if the data provides the amount of increase or decrease per period).

  • Whether the final bar is calculated by the widget or provided by the Grid/Graph data. The final bar is located on the far right of the widget.

  • The label or name for the final bar. By default, it is displayed as Final, but you can rename it as Final Value or End of 2028, for example. This option is available only if the final bar is calculated by the widget.

  • Whether to display or hide lines connecting adjacent bars of the same series. This option is available only if the widget contains a single series.

  • Whether to show additional series in tooltips. This option is available only if the Grid/Graph contains attributes and metrics on different axes.

  • Whether to stagger X axis labels if all the labels do not fit below the widget. By default, the labels are displayed on a single line rather than in staggered lines. If this option is selected, all the labels are displayed; none are removed from the widget.

  • Whether to display or hide the horizontal target lines. You can specify the number of target lines, from zero to ten. When you return to Flash Mode, you can move the new target lines.

  • Whether or not "what-if" analysis is enabled. "What-if" analysis allows users to modify the size of bars using bar handlers. Increasing or decreasing the size of a bar affects the values in the widget. A user can also review the history of his changes to the bar size, and reset the bars to their original values.

  • Whether to display or hide bar handlers, which enable users to perform "what-if" analysis with the widget. If bar handlers are hidden, a user can display them by pointing to a bar. This option is available only if "what-if" analysis is enabled.

The widget can be displayed as an interactive widget (not as a placeholder, empty space, or a Grid/Graph) in Express Mode in MicroStrategy Web, which allows a preview of how these changes will affect the widget. These changes cannot be saved, however. For instructions for displaying the widget in various modes, see Determining how widgets are displayed.

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