Comparing Actuals vs Budget with a Waterfall Chart

[Anonymous]

Hi, I was wondering if it would be possible to help me out quickly. I am trying to compare Actuals vs Budget in a PBI Waterfall Chart but my dimensions does not show "Values". I am only able to see "Category", "Breakdown", "Y Axis", and "Tooltips". Thanks for your help. - Elie

REPLY

[rbk1234]

Old thread, but an important topic — I noticed it wasn’t addressed.

With this visual, which can be installed in Power BI, comparing Budget vs Actual becomes straightforward.

[Anonymous]

HI @Anonymous,

In fact, the waterfall chart not suitable to compare between multiple data labels. (normally it used to analyze the breakdown between start and end data label)
In my opinion, I'd like to suggest you use matrix visual with measure formula to compare between different data categories.

Regards,

Xiaoxin Sheng

[Anonymous]

Hi thanks for getting back to me. I posted a picture of a waterfall chart from excel that I would like to recreate. My starting point is my Q1 Actuals and I am creating a bridge to my ending point which is my Budget.

[Anonymous]

Hi @Anonymous,

In fact, it not able to analyze the chart graph as you shared. Power bi will split your data summarized by breakdown categories.

Perhaps you can try to use R visual to plot the customize waterfall graph.

Regards,

Xiaoxin Sheng

[amitchandak]

Can you share sample data and sample output.

[Anonymous]

Hi, 

Thank you for responding. Please see the screenshots that I uploaded. 

Thanks,

Elie