topic Re: Power Bi Waterfall chart question in Custom Visuals Development Discussion

Power Bi Waterfall chart question

Robert_715 — Wed, 04 Jun 2025 11:13:01 GMT

Hello,

I have data source table in excel that contains columns:

Date (for example: 2024-12-15)

Segment

Client

Service

Plan, EUR

Result, EUR

Result – Plan, EUR

Result – Result (last year), EUR

There are many rows, each row containing records for different dates

Also, the data table is created in data model.

Date =

ADDCOLUMNS(

CALENDAR(

DATE(2021,1,1), DATE(2025,12,31)),

"Year", YEAR([Date]),

"Month", FORMAT([Date], "MMM"),

"MonthNumber", MONTH([Date]),

"YearMonth", FORMAT([Date], "YYYY-MM")

)

I need to create waterfall charts in Power BI desktop where

chart a)
the first column is Plan,

the last column is Result,

and all the intermediate columns between them are “increase/decrease” by “Segment” where separate column shows the difference (increase or decrease) generated by separate segment.

I need the "current" year to be selected by the slicer. The "Current" year is the selected by slicer year. And the "Last year" would automatically mean 1 year earlier. I.e. in case I choose year 2024, it is my "current" year, and the last year then should be 2023

chart b)
the chart with the same logic as in chart a), the only difference that

the first column is Result Last Year,

the last column is Result,

Does Power BI have such Waterfall chart template which allows to create such chart? The one that contains options for input of “Start Bar” (or Plan, first column), then

“End Bar” (or Result, the last column) in addition to

“Breakdown” (by Segments) and

Increase/decrease (located presumably in “Y-axis”)?

I had numerous queries to Copilot, chat GPT, they both starts creating various formulas, additional tables, variables and etc, after all “the further you go to the forest, the more trees you face” and finally we both got lost in that forest and the chart does not function the way it needs, anyway 😄

So I wonder perhaps there is simply a template, the task seems sooo simple, why all those additional tables, variables and etc

I paste the sample of my simple data table

Date	year	month	Segment	Client	Service	Product	Plan, EUR	Result, EUR	Result-Plan, EUR	Result Last Year, EUR	Result - Result Last Year, EUR
2024-05-02	2024	5	one	A	loading	dark	155 000	165 000	10 000	140 000	25 000
2024-05-02	2024	5	one	A	storage	dark	175 000	155 000	-20 000	75 500	79 500
2024-06-07	2024	6	two	B	loading	dark	123 000	122 000	-1 000	100 000	22 000
2024-06-07	2024	6	two	B	storage	dark	78 000	68 000	-10 000	58 000	10 000
2024-10-03	2024	10	three	C	loading	light	120 000	110 000	-10 000	81 000	29 000
2024-10-03	2024	10	three	C	storage	light	100 000	95 000	-5 000	85 000	10 000
2025-05-02	2025	5	one	A	loading	dark	200 000	210 000	10 000	175 000	35 000
2025-05-02	2025	5	one	A	storage	dark	195 000	201 000	6 000	165 000	36 000
2025-06-07	2025	6	two	B	loading	dark	83 000	85 000	2 000	98 000	-13 000
2025-06-07	2025	6	two	B	storage	dark	99 000	111 000	12 000	95 000	16 000
2025-10-03	2025	10	three	C	loading	light	55 000	65 000	10 000	67 000	-2 000
2025-10-03	2025	10	three	C	storage	light	75 000	85 000	10 000	15 500	69 500

Thank you!

Re: Power Bi Waterfall chart question

BeaBF — Wed, 04 Jun 2025 07:21:10 GMT

@Robert_715 Hi! Can you paste sample data of your starting table?

BBF

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Re: Power Bi Waterfall chart question

Robert_715 — Wed, 04 Jun 2025 08:47:22 GMT

Hi!

thank you for your response. I updated my post with the pasted fragment of my sample data.

Re: Power Bi Waterfall chart question

BeaBF — Wed, 04 Jun 2025 08:53:57 GMT

@Robert_715 can you paste them as data? so that I can do copy paste, please. And with some data please, not empty.

BBF

Re: Power Bi Waterfall chart question

Robert_715 — Wed, 04 Jun 2025 09:50:57 GMT

Thanks for remark. Updated, with data included.

Re: Power Bi Waterfall chart question

BeaBF — Wed, 04 Jun 2025 10:57:14 GMT

@Robert_715 To be sure... this is your expected output?

BBF

Re: Power Bi Waterfall chart question

BeaBF — Wed, 04 Jun 2025 10:59:08 GMT

@Robert_715 here the pbix file with the logics, check and let me know.

BBF

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Re: Power Bi Waterfall chart question

Robert_715 — Wed, 04 Jun 2025 11:18:25 GMT

The "Result" column (the last one) should be the same style as "Plan" (the first one), i.e. starting from 0, like this

I have updated/included more rows with values in source table th chart to be more visual.

Re: Power Bi Waterfall chart question

BeaBF — Wed, 04 Jun 2025 12:16:55 GMT

@Robert_715 Try to see the new pbix, in my opinion it is not possibile to achieve exactly the image you have sent, but this is a good solution. Let me know

BBF

Re: Power Bi Waterfall chart question

Robert_715 — Wed, 04 Jun 2025 12:32:35 GMT

It works, thank you for your help.