How to Create a Waterfall Graph for EBITDA

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Article Summary

This article provides a complete, step-by-step guide to creating a waterfall chart for EBITDA in Dashboards. It explains how to add a dashboard, place a Waterfall chart, configure Account and Time dimensions, and apply filters, covers key settings like axis naming, dimension selection, and scenario filtering, and helps dashboard designers efficiently visualize financial component impacts, ensuring clear EBITDA analysis and reporting.

eddy_summary: Learn how to create an EBITDA waterfall chart in Dashboards.
eddy_keywords: waterfall chart, EBITDA, dashboards, gross margin, operating expenses, chart configuration, account dimension, time dimension
eddy_intent: Informational
eddy_module: Dashboards
eddy_synonyms:
waterfall chart = bridge chart, waterfall visualization
EBITDA = earnings before interest taxes depreciation amortization
eddy_questions:
- How do I create a waterfall chart for EBITDA?
- How do I configure dimensions for a waterfall graph?
- Where do I add Account and Time members in a dashboard chart?

An EBITDA (earnings before interest, taxes, depreciation, and amortization) waterfall chart provides a clear, step-by-step visualization of how individual financial components, such as Gross Margin and Operating Expenses, contribute to the final EBITDA value. It enables stakeholders to quickly identify positive and negative impacts on earnings, making it a useful tool for variance analysis, performance tracking, and executive reporting.

To create a waterfall graph for EBITDA, do the following:

  1. Navigate to Dashboards.

  2. Click Add. The dashboard canvas appears.

  3. Enter a name for the dashboard.

  4. Drag and drop the Waterfall chart to the canvas.  The dashboard editor appears.

  5. Select the Classic chart option.

  6. Enter a name for the X-axis.

  7. Click ADD to add relevant members of the Account dimension to the X-axis. In this example, we have selected OpEx and Gross Margin as dimension members.

  8. Enter a name for the Y-axis.

  9. Click ADD to add relevant members of the Time dimension to the Y-axis. In this example, we have selected 2018 as the dimension member.

  10. (Optional Step) Click ADD to add another dimension-level filter. In this example, we have selected members of the Scenario dimension to filter and view data based on different scenarios for the year 2018.

  11. Click the Apply Changes icon. The dashboard displays the EBITDA components (Gross Margin and OpEx) as separate bars flowing into the Total bar.

  12. Click Save. The waterfall chart for EBITDA is saved successfully.