Forum Discussion
Assistance with Waterfall Visualization
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Community support team _ zhenbw
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Hi Sulsa ,
Sorry for that we are not clear about your issue.
Do you want to show the status of each month?
For example, in January, we have new business and cancelled, but the January column will show 1.
Could you please provide a mockup sample based on fake data or describe the fields of each tables and the relations between tables simply?
It will be helpful if you can show us the exact expected result based on the tables.
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Best regards,
Community Support Team _ zhenbw
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hello v-zhenbw-msft
It is a bit confusing, I appologize for being unclear. I'll do my best to convey the issue. I really appreciate your assistance as I've been working hard on this and not getting anywhere. I was trying to make some measures with variables trying to get the first and last transaction over a partion (partitioned by policy). Needless to say it is not working well.
I believe the only relevant info is :
- 'Dim as of Date'[Date]
- 'Dim as of Date'[DateKey]
- 'Fact Policy Transactions'[AsofDateKey]
- 'Fact Policy Transactions'[Policy]
- 'Fact Policy Transactions'[Net Policies]
- 'Dim Transaction Type'[Transaction Name]
However I'd like to be able to also filter by the other dimensions (Like Product or Territory).
This is working sofar except I would like to not include anything that nets to 0 using the transaction type above. Note I only have transactions as of the End Of Month.
Note I do not care about the zero's (Renewals/endorsements)
If the date filter is 11/30/2018-12/31/2019 I would want to capture the new business transaction in the transaction count and the waterfall chart as +1
if the filter was from 12/31/2018-1/31/2019 I would want to capture the cancellation in the transaction count and the waterfall as a -1
if the filter was from 1/1/2019-1/1/2020, I would like for this to be excluded totally as This would be included in the "Starting Value" of the waterfall chart and nets to zero between the slicer dates. Same for if it the slicer date was between 11/31/2018- 1/31/2019 as the net =0.
If the Filter was from 11/30/2018-2/28/2019, I'd like to include only the New Business Transaction (+1) as all the transactions (New Business [+1] -Cancel [-1] + Re-instatement[+1] nets to +1 and the New business transaction is the first transaction
if the filter was from 1/31/2019-5/30/2019 - nets to -1, so I would prefer to only use the -1 from the last Transaction (but I would be ok using the first if this was difficult).
So if it sums to 0, exclude all transactions- I'll inlude them in the beginning and ending counts.
if it sums to 1 - use the first transaction only
if it sums to -1 - use the last transaction only (but first would be acceptable)
Does that help at? If not, I'd be happy to supply more information or sample data.
Thanks again!