- Summary of the Enhancement
We request two key enhancements to the native Waterfall visualization in OAC Workbooks to support standard financial bridge reporting:
- Attribute-Driven Category Axis: Allow standard categorical attributes (with custom sorting) directly on the X-axis, removing the current dependency on Date/Time dimensions.
- Custom Calculation Logic for the End Bar: Provide a native setting to define a custom mathematical formula for the final endpoint bar (e.g., FCF = Cash - AR + AP - PPE) instead of it only rendering as a basic cumulative variance of all preceding members.
Proposed Functionality & UI Properties
X-Axis Categories: Accept any text attribute column on the Category axis.
- Endpoint Formula Editor: Under the Waterfall Properties panel, provide an "End Bar Calculation" setting where users can:
- Select a specific category member to designate as the final endpoint.
- Enter a custom formula to calculate its value (e.g., subtracting or adding specific preceding members).
- Automatically anchor this final bar from zero, with step-connector lines correctly rendering to it.
