Workday, Inc.
Methods and systems for creating waterfall charts

Abstract:

Disclosed is a method for creating a waterfall chart for data analysis. A waterfall chart enables a user to compare two different versions of a quantity and the underlying details for the differences between the two versions. The method comprises: 1) a data setting step including the setting of: a) an open value, b) a close value, c) a breakdown time and d) a breakdown dimension; 2) a data series definition step including defining: a) a reference data point, b) a comparison data point, c) a reference data breakdown series and d) a comparison data breakdown series; 3) a variance series computation step including: a) aligning the reference data breakdown series and the comparison data breakdown series, b) calculating a variance series, and c) creating a waterfall data series; and 4) a chart rendering step.