Waterfall Settings

Select one or more of the available report settings tabs:

• General
• Waterfall
• Display
• Version Override
• Permissions
• On Page Filters

General Tab

1. Select one of the Currency Formatting options:
• Inherited: Selected by default
• With Decimals: 1,000.00
• Without Decimals: 1,000
• Thousands: 100,000.00 or 100,000
• Thousands with decimals: 100.00
• Millions: 1,000,000.00 or 1,000,000
• Millions with decimals: 1.00
2. Select one of the Show currency format in title options:

Note: This option is not available when Inherited is selected in the Currency Formatting drop-down menu.

• Yes: Display the currency format on the report/graph title.
• No: Hides the currency format on the report/graph title.
3. Select one of the Volume Formatting options:
• Inherited: Selected by default
• With Decimals: 1,000.00
• Without Decimals: 1,000
• Thousands: 100,000.00 or 100,000
• Thousands with decimals: 100.00
• Millions: 1,000,000.00 or 1,000,000
• Millions with decimals: 1.00
4. Select one of the Show volume format in title options:

Note: This option is not available when Inherited is selected in the Volume Formatting drop-down menu.

• Yes: Displays the volume format on the report/graph title.
• No: Hides the volume format on the report/graph title.

Note: Click Save at anytime to view your changes.

Waterfall Tab

• Display Options:
  • Override positive values bar color: Select this option and then select the color in the Positive values color box. By default, this option is not selected.
  • Override negative values bar color: Select this option and then select the color in the Negative values color option. By default, this option is not selected.
  • Override intermediate value bar color: Select this option and then select the color in the Intermediate color box. By default, this option is not selected.
  • Override final sum bar color: Select this option and then select the color in the Final sum color box. By default, this option is not selected.
  • Show negative values last: Select this option to display negative values last on your chart. By default, this option is not selected.
  • Show intermediate on split: By default, this option is not selected.
  • Show final sum: Selected this option to display the final sum on your chart. By default, this option is not selected.
  • Override final sum label: Select this checkbox and type the desired text in the Override final sumlabel field to rename the Final Sum label.
  • Legend: Select one of the following:
    • Yes: Displays the legend on your chart. This is the default.
    • No: The legend will not display on the chart.
  • Legend Value: Select one of the following:

    • No: The legend value will not display on the chart.

    • Yes: Displays the legend value on your chart. This is the default.
  • Truncate X-axis Labels: Select this checkbox and move the X-axis after slider to select the number of characters to display to shorten the x-axis labels.
  • Values On Bars: Select this option to display the total amount at the top of the data bar. Move the Values on bars 0 off vertical slider to adjust the scale 0 - 90 degrees. By default, this option is not selected.
  • Grid: Select this option to display the grid layout within your graph. In the Grid Pattern field, select any of the available options for grid. By default, Solid Lines is selected. By default, this option is not selected.
• Y Axis Min Percentage: Select this option to allow your graph to be zoomed into based on the lowest percentage.
• Y Axis Max Percentage: Select this option to allow your graph to be zoomed based on the highest percentage.
• Number Suffix: Type the number or text value to append in front of vertical numeric values on your chart. (Not applicable to currency.)

Note: Different setting options will appear depending on the selected display format. Click Save at anytime to view your changes.

Display Tab

Within the Display tab you can change the Original Label Value and colors of the bars.

1. Select the Original Label Value you want to override and type the new Override Value in the box.
2. Select Override Colors, then click on the color and make a new color selection.

3. Enable Color Gradient: Select one of the following:

   • Yes to display the bars in your Waterfall graph in gradient colors instead of solid colors.
   • No to display the bars in your Waterfall graph in solid colors.

Note: Click Save at anytime to view your changes.

Version Override Tab

Override the versions used for reporting from the default versions.

1. Select Yes from the Overrride Version(s) drop-down menu. A list of default versions display.
2. Select the checkbox next to one or more default versions on which you want to report.
3. Click Save.

Permissions Tab

1. Standard Template: Select whether or not to use the standard template.
2. Show in Upland WorkCenter: Select whether or not to display the report or graph/chart in Upland WorkCenter.
• Yes: The report is available in Upland WorkCenter.
• No: The report is not available in Upland Workcenter.
3. Report/Chart Visibility: Select one of the following:
• Public: Allows your report or graph/chart to be viewed and edited by all users. By default, this option is selected.
• Private: Allows your report or graph/chart to be viewed and edited by you only.
• Share: Allows you to set your report or graph/chart to be viewed by a specific user(s) or role(s) and give permissions. The Shared With field displays:
1. Click the Select a value field and select the user(s) or role(s) for whom you want to share your report or graph/chart with.
The roles display as follows: User Role Label (User Role Name).
2. Click the arrow and select the permission for each user or role. The available options are:
• Can edit and view: The default
• Can view
3. Click Add.

Note: Click Save at anytime to view your changes.

On Page Filters Tab

This tab displays all of the fields contained in the data source used to create the report.

1. Select the field(s) that you want to filter.
2. Click Save.