Waterfall Chart Widget Node Configuration Guide

The Waterfall Chart Widget Node visualizes the cumulative effect of sequential positive and negative values. It is ideal for showing changes between a starting and ending value through intermediate steps, such as profit breakdowns, stock variations.



What Is a Waterfall Chart?

A Waterfall Chart displays data as a series of floating columns, each representing either an increase or decrease from the previous point. This makes it easy to trace how values rise and fall over time or across categories.


 Step-by-Step: How to Configure the Waterfall Chart Widget Node

  1. Add the widget

    • Drag the Waterfall Chart Widget Node from the Visualizations panel to the canvas.

  2. Connect the widget to the data source

    • Link the widget to the upstream workflow node that outputs the values and categories to be visualized.

    • The fields must match the Category JSON Key and Value JSON Key in column configuration.

  3. Open configuration

    • Double-click the widget to open its settings window.


 General Settings

Field Requirement Description
Widget Name* Required Main title of the chart.
Widget Subtitle Optional Contextual label beneath the title.
Direction Display Required Choose Vertical or Horizontal layout for the chart.
Show UID / Label Name Optional Toggle to show the device or label name.
 

 Calculation & Axis Settings

Field Requirement Description
Calculation* Required Choose from:
Last value received, Sum, Average, etc.
Calculation Interval* Required Set a time range to aggregate values.
Time Units* Required Select unit for interval (e.g., Seconds, Minutes).
Refresh Interval (seconds) Optional How often the widget updates (default: 60).
Y-axis Title Optional Label for the vertical axis.
Unit Symbol Optional Suffix for values (e.g., %, kg, $).
Decimal Places Optional Control number formatting precision.
Y-axis Minimum / Maximum Optional Set fixed range for axis display.
 

 Column Configuration

Each column represents a category or step in the waterfall. You must configure each column individually.

Field Requirement Description
Column Type* Required Type of column: Category, Start, End, or Total.
Category JSON Key* Required Field name in JSON payload that provides the value.
Category Name* Required Display name for the column (e.g., Revenue, Expenses).
Hex Color Optional Custom color for the column.
 

 Add multiple columns to build the full step-by-step sequence.


 Tooltip & Interface

Field Requirement Description
Enable Tooltip Optional Show value and category info on hover.
Tooltip Text Optional Optional custom tooltip content.
Add to Interface* Required Choose one or more interfaces for widget display.
 

 Grouping & Display

Field Requirement Description
Select Label Required (if grouped) Group the widget using device labels.
Grouped Display Mode Optional Choose:
- No Grouping
- Group by Label Value
- Group by Label Name
Number of Widgets to Display Optional Limit the number of widgets shown when grouping is used.
 

 Use Cases

  • Visualize financial breakdowns (revenue → costs → profit)

  • Show asset increases and decreases over time

  • Track workflow steps with gain/loss effects

  • Compare start and end values with contributing factors


 Best Practices

  • Set column types clearly: use Start, End, or Total for clarity

  • Use consistent color themes for increase vs. decrease

  • Apply axis min/max to normalize scale across grouped charts

  • Use tooltips to add explanation without cluttering the UI

  • Use horizontal orientation when displaying long labels


 Frequently Asked Questions (FAQ)

Q: Can I mix static and dynamic values?

A: Yes, you can configure columns with fixed names while using dynamic JSON keys for values.

Q: Can I use this to show workflow output summaries?

A: Absolutely. Link to upstream nodes that calculate totals, deltas, or category-specific metrics.

Q: What happens if a column is missing?

A: The widget will omit it, but values may appear skewed. Ensure all steps are present in the payload.