Waterfall Chart is visualizing the cumulative effect of measures over dimensions. It also can show the contribution of growth and decline by each member in dimensions.
Also, Waterfall charts display the cumulative effect of sequential positive and negative values. It shows where an amount starts, ends and how it gets there incrementally. So, we can see both the size of changes and difference in values between consecutive data points.
Tableau needs only one Dimension and one Measure to create a Waterfall chart.
For example, the data source such as Sample-Superstore now sees the contribution of Sales by each Sub-Category using a waterfall chart.
In Tableau, the waterfall chart will be designed by following the given steps.
Step1: Go to the worksheet.
1. Drag the dimension Sub-Category into the column shelf.
2. Drag the measure Sales into the rows shelf.

Step2: Right click on the Sales field present in the measures shelf.
Step3: Choose to “Create” option from the list.
Step4: And then select the “Calculated Field” option.

Step5: It open Calculates Field window. Then,
1. Enter the name of calculates field such as –Sales.
2. Write the expression “-[Sales]” in the calculation area shown in the below screenshot.
3. Click on the OK button.

Step6: Drag the newly created calculation field “-Sales” into the Size shelf under the Marks pane.

Step7: Right click on the SUM(Sales) present in the rows shelf.
Step8: Select the Quick Table Calculation from the list.
Step9: Then click on the Running Total option.

Step10: Click on the drop-down option in the marks pane.
Step11: Select the Gantt chart option from the list.

After complete above all the steps, it creates the waterfall chart shown in the below screenshot.

Tableau Bullet Chart

A bullet chart is used as a gauge or indicator to show the performance of measures. It can compare the two measures to each other using the bullet graph.
A bullet chart is also a variation of Bar chart. In the bullet chart, we compare the value of one measure with another measure in the context of finding the difference between the first measure and the second measure.
It’s like two bars drawn upon one another to indicate their values at the same position in the graph. It can be used as combining two graphs as one to view a comparative result easily.
For example, consider the data source such as Sample-Superstore and you want to compare the Estimated Profit with Actual Profit. Then you can easily compare both of them using the bullet chart.
The procedure to create a bullet chart is given as follows.
Step 1: Drag the dimension Sub-Category into the column shelf.
Step 2: Drag the measures Profit and Sales into the rows shelf.
The below graph shows that the two measures as two separate categories of bar charts and each representing the values of sub-categories.

Step 3: Again, drag the measure Sales into the Detail marks pane from the rows shelf.
Step 4: Go to the Show Me option located on the top right side in the worksheet shown below:

Step 5: Then, choose the bullet graph option from the Show Me graphs options and bullet graph appears shown in the below screenshot.

Tableau Area Chart

The area chart represents any quantitative or measures data over different time.
In Tableau, it is a line graph where the area between line and axis is generally filled with color.
For example, consider a data source such as Sample-Superstore, take its dimensions and measures.
The procedure to create the area chart is given below step by step, such as.
Step 1: Go to the worksheet.
1) Hold the Ctrl key in the keyboard.
2) And select the dimension Order Date and measure Quantity, as shown in the following screenshot.

Step 2: Click on the “Show Me” option located at the top right corner of the worksheet.
Step 3: Select the area chart option as shown in the below screenshot.

Step 4: Drag dimension Region and drop into the Color shelf under the Marks pane.

It creates an area chart that shows the Quantity according to the Order Date in a year, as shown in the following screenshot.

So, this brings us to the end of blog. This Tecklearn ‘How to create Waterfall , Bullet and Area Chart in Tableau’ blog helps you with commonly asked questions if you are looking out for a job in Tableau Desktop. If you wish to learn Tableau Desktop and build a career in Business Intelligence domain, then check out our interactive, Tableau Desktop Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

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What you will Learn in this Course?

Understanding Tableau

• Why Tableau
• Tableau Product Platforms
• Tableau Architecture
• Tableau Interface

Data Connection with Tableau Desktop

• Features of Tableau Desktop
• Connect to data from File and Database
• Types of Connections
• Data Blending
• Joins and Unions
• Tableau Desktop User Interface
• Basic project: Create a workbook and publish it on Tableau Online

Basic Visual Analytics

• Visual Analytics
• Basic Charts: Bar Chart, Line Chart, and Pie Chart
• Hierarchies
• Data Granularity
• Highlighting
• Sorting
• Filtering
• Grouping
• Sets

Advanced Visual Analytics

• Parameters
• Tool tips
• Trend lines
• Reference lines
• Forecasting
• Clustering

Calculations in Tableau

• Calculated Fields
• Numeric, String, Data, Logical, Addressing and Partitioning
• Table Calculations

Level of Detail (LOD’s) Calculations

Advanced Charts in Tableau

• Box and Whisker’s Plot
• Bullet Chart
• Bar in Bar Chart
• Gantt Chart
• Waterfall Chart
• Pareto Chart
• Control Chart
• Funnel Chart
• Bump Chart

Parameters

• What If Scenarios
• Parameter in CF (KPI control)
• Parameter in Filter (Top N)
• Parameter in reference line

Dashboards and Stories

• Introduction to Dashboards
• The Dashboard Interface
• Dashboard Objects
• Building a Dashboard
• Dashboard Layouts and Formatting
• Interactive Dashboards with actions
• Designing Dashboards for devices
• Story Points

Data Security in Tableau

Optimizations tips and tricks

Interacting with Tableau Server

Working with Tableau JavaScript API

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