Creating subtotals in Waterfall chart

MPiera — Fri, 16 Jun 2023 13:16:03 GMT

Hi, I am trying to create a waterfall chart in PowerBI that looks something like this:

However, I do not know how to assign specific categories within my dataset to act as "totals" or subtotals".

I would appreciate someones advice on how to set-up my dataset and visual in Excel and powerBI, respectivelly.

Thank you very much in advance,

Kind regards.

Re: Creating subtotals in Waterfall chart

yasmeenwilde — Wed, 09 Aug 2023 19:42:56 GMT

Hello, I'm having the same problem. Did you find a solution? On Power BI, I only see Decrease, Increase and Total by default. There is no setting a category as a subtotal like in Excel. A nondynamic alternative workaround I used is to use Textbox with "Subtotal" label on the category bar to label the bar as a subcategory. Another alternative is to include Subtotal as part of the x-axis label category.

I also saw another post to import a custom waterfall visual from marketplace but I prefer to use Power BI visual on our desktop due to data privacy requirements. I've submitted an idea for subtotal waterfall, please vote!

https://community.fabric.microsoft.com/t5/Custom-Visuals-Ideas/Subtotal-on-Waterfall-visual/idi-p/3372892#M1163

topic Re: Creating subtotals in Waterfall chart in Custom Visuals Development Discussion

Creating subtotals in Waterfall chart

Re: Creating subtotals in Waterfall chart