Work with Waterfall Interfaces
The Waterfall interface helps you to understand how an initial value is affected by a series of intermediate positive and negative values. The interface shows the differences (or gaps) between the values in the current and specified dates (or checkpoints). You can use this interface to understand why there are differences by performing a root cause analysis.
Gap Analysis Report
See Create and Work with Checkpoints.
See Compare Checkpoints.
See Approve a Plan.
To work in a Waterfall interface
- In the top toolbar, set the following parameters:
Top Menu Toolbar Options
| Option | Description |
|---|---|
| Start | Type or select a date on which to start your report. |
| Horizon | Type a numeric value for the number of periods for the forecast and select one of the following: - Years - Halves - Quarters - Months - Weeks - Days - 4-4-5 |
| Scale | Select the scale for the values displayed: - % - 1 - 000 - 000,000 Values are always displayed as whole numbers. |
| Currency | Select a currency type for the values. Contact your CCH Tagetik Supply Chain Planning Administrator to add currency types. |
| 2. In the lower toolbar, set the following parameters: |
Toolbar Parameters
| Parameter | Description |
|---|---|
| Total by | Depending on how your system is configured, you see different items. Following are examples: - Division - Family - Item - Owner - ABC |
| Sort by | Select how you want to sort your data: - Absolute value - Highest to lowest - Lowest to highest |
| Compare to | Select a time frame or checkpoint to compare your current data against. |
| Max items | Type the number of items to include. |
3. In the top toolbar, click the Recalculate icon ( ). |
You can drill down to specific records, and create graphs by hovering over the totals.
See Dock Graphs in Reports and Interfaces.
You can also download the interface to an Excel file, or create a view to save it for future use.
See Copy Forecast Data into Other Programs.
See Create and Work with Views.