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jmazzola31
Frequent Visitor

Get waterfall based on date slicer selected

I have a report where the end user is going to select a "Month Year" slicer and I want a waterfall chart to filter based on this selected year and then show last year (same time period). For example - if the user selects "January 2023" I want the waterfall chart to show LY (January 2022) and this year ( January 2023) and then whatever breakdown I chose. I also want this to work if I select multiple months, so if I pick January-February 2023 then I want the waterfall to show January-February 2022. Not really sure where to even start with this request so any help is appreciated.

1 REPLY 1
amitchandak
Super User
Super User

@jmazzola31 , In case you have date in you table join it with date of your table and try

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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