Waterfall Chart- Income Statement breakdow of stages

yu0 — Wed, 11 Dec 2024 03:09:59 GMT

I am working on making waterfall chart like the one below.

I want to include subtotals, shown in grey, at each stage of the income statement calculation, from Revenue to Net Income.

Please help me with ideas on how to achieve this.

Re: Waterfall Chart- Income Statement breakdow of stages

Anonymous — Wed, 11 Dec 2024 13:07:35 GMT

Hi yu0 ,

We are grateful for your participation in the Microsoft Fabric Community forum.
As per requirement addressing your query.

Import the dataset into Power BI.
Add the customized Simple Waterfall visual from the Get More Visuals option in the Visualizations pane.
Drag the Category column into the Category field & drag the Values column into the Values field.
Sort the Category column by the Rank column, this ensures the steps appear in the correct order.
Go to Format Visual > Define Pillars and enable only the Subtotals option & Adjust the Bar Colors as per your preference for better distinction between categories and subtotals, turn on the labels as well.
Here are the final output as mentioned in below screenshot.

If you have any questions, please feel free to reply by looping me. If you found this helpful, kindly mark it as the solution. A kudos would be greatly appreciated!

Thanks,
Priyanka.

CST community member.

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Waterfall Chart- Income Statement breakdow of stages

Re: Waterfall Chart- Income Statement breakdow of stages