topic Re: Waterfall visual - Budget to Forecast in DAX Commands and Tips

Waterfall visual - Budget to Forecast

NeilB79 — Tue, 28 Nov 2023 17:27:15 GMT

Hi, haven't found in search so hoping someone can assist.

Looking to transition to PowerBI from Excel reporting, self taught but a beginner!). One very common way of showing movements we use is waterfall charts. We show movement from one old data set view to latest view, for example, Budget to Forecast. I want to show:

Starting position and end position
Material movements by assset ordered in size of variance
Under a certain threshold (ie. a small movement over time) group in an 'Other' Column

Am struggleing to do any of the above (add a start position, then order in time, and group others), so any assistance greatly appreciated.

Below for example a simple data example and excel chart - Two Tables, one called Budget with all the budget data, and one called Forecast with same layout and relationships, with the Forecast data. I have added some extra numbers in yellow as helpers to explain the data link between tables and final chart.

Any help greatly appreciated! Let me know if I can add any more details.

Re: Waterfall visual - Budget to Forecast

mizan2390 — Thu, 14 May 2026 15:04:33 GMT

hey NeilB79
if possible can you provide example dataset or example PBIX. do not include any confidential data. without seeing or knowing the data model, its quite difficult to provide a solution.

@me so that i dont loose the thread.

Re: Waterfall visual - Budget to Forecast

pcoley — Fri, 15 May 2026 00:04:02 GMT

NeilB79 There is an option in the power bi viz objects:
https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-waterfall-charts?tabs=powerbi-desktop