Long term projects need to be managed. As a project is scoped, requirements get defined and delivery-timeframes are estimated. As work is done, requirements are completed.
One way to track this project progress is with a Waterfall Chart.
This guide will show you how to utilize a Waterfall Chart Widget to easily display the project workflow.
![00-tpwc-tile.png 00-tpwc-tile.png](https://community.ptc.com/t5/image/serverpage/image-id/69316iFDF0EB0D720FB2A2/image-size/large?v=v2&px=999)
YOU'LL LEARN HOW TO
- Create a Data Shape
- Create a Thing
- Create an Info Table Property
- Populate an Info Table with appropriate data for a Waterfall Chart
- Create a Mashup
- Utilize a Waterfall Chart to display project progress
NOTE: This guide's content aligns with ThingWorx 9.3. The estimated time to complete this guide is 30 minutes
Step 1: Create Data Shape
In this scenario, we'll store the Waterfall Chart's data in a Property type called an Info Table.
An Info Table is a spreadsheet-like Property, but in order to define the columns of the table, we first have to define a Data Shape. We'll do that in this step.
- In the left-side navigation, click Browse > Modeling > Data Shapes.
- At the top, click + New.
- In the Name field, type TPWC_DataShape.
- If Project is not already set, search for and select PTCDefaultProject
.
- At the top, click Field Definitions.
- At the top-left, click + Add.
![06-tipc-add-def.png 06-tipc-add-def.png](https://community.ptc.com/t5/image/serverpage/image-id/69335i4E2F229AB022194C/image-size/large?v=v2&px=999)
- On the right-side slide-out, in the Name field, type month.
- Note that you want to leave "Base Type" as the default of "STRING".
- Check Is Primary Key.
- Click the "check with a plus" button for Done and Add.
![08-tipc-done-add-02.png 08-tipc-done-add-02.png](https://community.ptc.com/t5/image/serverpage/image-id/69338iC6499E12DA380EAE/image-size/large?v=v2&px=999)
In the Name field, type amount.
- Change Base Type, to NUMBER.
- Click the "check" button for Done.
- At the top, click Save
.
Step 2: Create Thing
Now that we have our Data Shape, we can create a Thing to document the project progress over time.
As already mentioned, we'll use an Info Table Property, formatted by the previously-created Data Shape, to do so.
- Click Browse > Modeling > Things.
- Click + New.
![12-tipc-new-thing-02.png 12-tipc-new-thing-02.png](https://community.ptc.com/t5/image/serverpage/image-id/69346iD8939C4AD0993929/image-size/large?v=v2&px=999)
- In the Name field, type TPWC_Thing.
- If Project is not already set, search for and select PTCDefaultProject.
- In the Base Thing Template field, search for and select GenericThing.
- At the top, click Save.
Add Info Table Property
Now that we have our Thing instantiated, we want to add an Info Table Property.
- At the top, click Properties and Alerts.
- Click + Add.
- On the right-side slide-out, in the Name field, type InfoTable_Property.
- Change Base Type to INFOTABLE.
- In the Data Shape field, search for and select TPWC_DataShape.
- Note that the Data Shape field will not appear until you set Base Type to INFOTABLE.
- Check Persistent.
![07-twpc-prop-name.png 07-twpc-prop-name.png](https://community.ptc.com/t5/image/serverpage/image-id/69350iDA1C9F176FE7ECCF/image-size/large?v=v2&px=999)
- At the top-right, click the "check" button for Done.
- At the top, click Save.
Set Value of Property
Now that we have a place in which to store spreadsheet-like values, we'll do so manually for testing.
- On the InfoTable_Property row, under the Value column, click the "pencil" icon for Set value of property.
![19-tipc-set-value-of-property.png 19-tipc-set-value-of-property.png](https://community.ptc.com/t5/image/serverpage/image-id/69352iFA48E31D430B454C/image-size/large?v=v2&px=999)
- On the pop-up, click + Add.
![09-tpwc-add-first-default.png 09-tpwc-add-first-default.png](https://community.ptc.com/t5/image/serverpage/image-id/69358iD2BDE3CA336E50D2/image-size/large?v=v2&px=999)
- Enter the following values in each field as per the table below:
Field Name | Value |
month | January |
amount | 380 |
- Click Add.
- Repeat Steps 2-4 multiples times until all of the below values have been entered.
- Note that amount should be left blank for both Mid-Term and Total.
- Note that you may enter fewer than all the values listed below if so desired, though your final Waterfall Chart will not match the following screenshots.
month | amount |
February | 85 |
March | 50 |
April | 1000 |
May | -300 |
June | 0 |
Mid-Term | |
July | 30 |
August | -655 |
September | -100 |
October | -250 |
November | 350 |
December | -100 |
Total | |
![12-tpwc-all-defaults.png 12-tpwc-all-defaults.png](https://community.ptc.com/t5/image/serverpage/image-id/69355iC0C53AFB45045114/image-size/large?v=v2&px=999)
- On the pop-up, click Save.
![13-tpwc-defaults-saved.png 13-tpwc-defaults-saved.png](https://community.ptc.com/t5/image/serverpage/image-id/69354i5E916D6BCBEC9F67/image-size/large?v=v2&px=999)
- At the top, click Save.
Step 3: Create Mashup
Now that we have our data in-place for testing (and could be connected to automated systems after we finish testing), we need to visualize the data.
As mentioned, we'll use a Waterfall Chart Widget, but first, we need to create a Mashup into which we can place the Widget.
- Click Browse > Visualization > Mashups.
![26-tipc-mashups.png 26-tipc-mashups.png](https://community.ptc.com/t5/image/serverpage/image-id/69386i77670387DEAB1B3B/image-size/large?v=v2&px=999)
- Click + New.
![01-uiv92-new-mashup-popup.png 01-uiv92-new-mashup-popup.png](https://community.ptc.com/t5/image/serverpage/image-id/69387i0BC38C6D4BF01923/image-size/large?v=v2&px=999)
- Leave the defaults and click OK.
![28-tipc-mashup-geninfo.png 28-tipc-mashup-geninfo.png](https://community.ptc.com/t5/image/serverpage/image-id/69388iA6C2E3935E31991B/image-size/large?v=v2&px=999)
- In the Name field, type TPWC_Mashup.
- If Project is not already set, search for and select PTCDefaultProject.
- At the top, click Save.
![14-tpwc-save-mashup.png 14-tpwc-save-mashup.png](https://community.ptc.com/t5/image/serverpage/image-id/69389i91495292E6312280/image-size/large?v=v2&px=999)
- At the top, click Design.
![15-tpwc-design.png 15-tpwc-design.png](https://community.ptc.com/t5/image/serverpage/image-id/69390i27EA243F6E5BF1B9/image-size/large?v=v2&px=999)
- At the top-left, click the Widgets tab.
![16-tpwc-widgets.png 16-tpwc-widgets.png](https://community.ptc.com/t5/image/serverpage/image-id/69391i899AE4B7205EC579/image-size/large?v=v2&px=999)
- Drag-and-drop a Waterfall Chart Widget onto the central Canvas.
![17-tpwc-drag-drop-waterfall.png 17-tpwc-drag-drop-waterfall.png](https://community.ptc.com/t5/image/serverpage/image-id/69392iA8B377102FFAB1DA/image-size/large?v=v2&px=999)
- At the top, click Save.
Click here to view Part 2 of this guide.