Forum Discussion
Comparing Scenarios in a Waterfall
I would like to have a waterfall that is able to use a switch in order to be dynamic with different scenarios that my end user would like to see.
I am new to this visual and am having issues getting it to show anything that I want besides a CY to PY bridge. I have attached a sample of what my data looks like and a couple examples of what waterfalls I would need.
Any help with the basics is welcome. I specifically cannot seem to get to the CY vs Budget view attached. I probabyl need to nail that down first, and then add in switches.
| Date | Version | Account | Amount |
| 1/1/2017 | Actual | COGS | -75 |
| 1/1/2017 | Actual | Sales | 90 |
| 1/1/2018 | Actual | COGS | -82 |
| 1/1/2018 | Actual | Sales | 100 |
| 1/1/2018 | Budget | COGS | -79 |
| 1/1/2018 | Budget | Sales | 95 |
| 1/1/2018 | Forecast | COGS | -80 |
| 1/1/2018 | Forecast | Sales | 97 |
3 Replies
Here are the samlpes of what I am trying to create from the sample data
Follow this video and you will be good as far as dynamic measures are concerned.
https://www.youtube.com/watch?v=gYbGNeYD4OY
Let me know if this doesnt solve your problem.
Thank you for the response. I am familiar with using switch functions from a table. This works in making the values dynamic in other visuals, but the waterfall visual seems to be more limited in what you can show. I first need to solve my initial issue of not being able to get to the CY v Budget view at all.
