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ggipson
Frequent Visitor

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.

 

DateVersionAccountAmount
1/1/2017ActualCOGS-75
1/1/2017ActualSales90
1/1/2018ActualCOGS-82
1/1/2018ActualSales100
1/1/2018BudgetCOGS-79
1/1/2018BudgetSales95
1/1/2018ForecastCOGS-80
1/1/2018ForecastSales97

CY v PY Sample

CY v Budget Sample

 

3 REPLIES 3
ggipson
Frequent Visitor

Here are the samlpes of what I am trying to create from the sample data

 

 

CY v PY.JPGCY v Budge.JPG

Anonymous
Not applicable

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.

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