Codex Variance Waterfall

Overview

Bridge the gap between forecast and actual. Codex Variance Waterfall is a bridge chart that starts from a baseline total, steps through individual variances — positive and negative — and lands on the final result. It answers the question 'what drove the difference?' in a single, self-explanatory visual.

Ideal For

• Budget vs actual — what drove the variance by cost centre or product
• Revenue bridge — price, volume, and mix effects month-over-month
• Headcount or inventory movements — openings, closings, and net change
• Any scenario where you need to explain how you got from A to B

Key Features

• Automatic running total calculation — no pre-calculated cumulative columns needed
• Positive bars (green) and negative bars (red) with configurable colours
• Distinct start and end total bars styled differently from step bars
• Connector lines between bars for readability
• Sort by absolute variance, category name, or natural order
• Value labels on all bars with configurable format
• Hover tooltip showing step label, step value, and running total
• Click a bar to cross-filter other visuals on the page