1. Explore a dataset containing opportunity stages, pipeline amounts, and dates, setting the measure to pipeline amount.
2. Click the Vertical Axis plus button, click the opportunity stage date, and then select month as the dimension that you want to group by.The dimensions in your data determine which categories you can group by.
3. To find the second dimension that you want to group by, click the Vertical Axis plus button, then enterstage in the search field.
4. Click Stage, the second dimension you want to group by.Pipeline amounts are shown grouped by stages, and stages are shown grouped by month. In thisdataset, closed amounts are shown as negative numbers because those amounts fall out of thepipeline.
5. Click the filters plus button, then click the stage dimension.
6. Set the filter to equal the closed stages only.The resulting bar chart shows the information you’re after, but it's not easy tointerpret.
7. Open the chart menu and select stacked waterfall.The bar chart changes from a single bar to a waterfall chart that show the data grouped separately by month. It also provides an overall total for the year. You can now easily see how much each month has contributed in both lost and won closed deals.Note When a dimension is grouped, that dimension's null records are excluded from results,which affects the count of rows in a lens. To prevent the exclusion of null dimension records,assign a default value to those records.