Forum Discussion
Help Needed: Creating a Waterfall Chart with 3 Subtotals (Gross Margin, EBITDA, Net Income)
Hi Anonymous12
The native Power BI Waterfall chart can only display real totals at the start and end steps.
To show multiple intermediate subtotals (like Gross Margin, EBITDA, and Net Income as subtotals in the bridge), you must use a custom visual from AppSource this is the best and most practical solution for these type of use cases.Step-by-Step Solution
- Update Your Data Table and Add a ‘Type’ column to flag subtotals.
- Add a column to clearly indicate which steps are “Subtotal” (Gross Margin, EBITDA, Net Income)
- Add a column to clearly indicate which steps are “Subtotal” (Gross Margin, EBITDA, Net Income)
- Import a Custom Waterfall Visual
- In Power BI, go to the Visualizations pane, click the three-dot menu (...) → Get more visuals.
- Search for and import Drill Down Waterfall PRO (by ZoomCharts) or Inforiver Waterfall.
- Build and Configure the Chart
- Use your table as the source.
- Place ‘Step’ on Category and ‘Value’ in Values
- In the custom visual’s formatting pane, set rows where Type = “Subtotal” (Gross Margin, EBITDA, Net Income) to be real subtotals. Usually, this is a built-in toggle or configuration
Please try these steps and if you face any chanllanges you can share a sample of your data or your current Power BI file, I’d be happy to create and provide a sample Power BI (.pbix) file that demonstrates how to configure the waterfall chart with proper subtotals for Gross Margin, EBITDA, and Net Income. Feel free to share your data structure or a simplified version, and I’ll assist further!
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- Update Your Data Table and Add a ‘Type’ column to flag subtotals.
Hi v-hashadapu
I had a look and the sample files are still available in the link ( shared access ) :
Please try again
Antonio
Resolver IIHi Anonymous12
I suggest the following for your supporting table :
Waterfall Steps =
DATATABLE(
"Step", STRING, "Sort", INTEGER,
{
{"Total Revenue", 1},
{"Cost of Goods Sold", 2},
{"Gross Margin", 3},
{"Selling, General, & Admin", 4},
{"EBITDA", 5},
{"Operating Expense", 6},
{"Net Income", 7}
}
)
followed by this measure for your subtotals :
Waterfall Amount =
SWITCH(
SELECTEDVALUE('Waterfall Steps'[Step]),
"Total Revenue", CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Revenue"),
"Cost of Goods Sold", CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Cost of Goods Sold"),
"Selling, General, & Admin", CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Selling, General, & Admin"),
"Operating Expense", CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Operating Expense"),
"Gross Margin",
CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Revenue")
- CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Cost of Goods Sold"),
"EBITDA",
CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Revenue")
- CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Cost of Goods Sold")
- CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Selling, General, & Admin"),
"Net Income",
CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Revenue")
- CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Cost of Goods Sold")
- CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Selling, General, & Admin")
- CALCULATE(SUM(Data[Amount]), Data[Transaction Type] = "Operating Expense")
)
to get the following :
which is hopefully similar to what you require. Atttached is the sample file :
Hope this helps
Antonio
v-hashadapuCommunity Support
Hi antfr99 , hope you are doing well. We just wanted to let you know that there is no file in the Power BI sample file link you provided. Please re - check and do the needful.
Thank you.
- antfr99
Hi v-hashadapu
I had a look and the sample files are still available in the link ( shared access ) :
Please try again
Antonio
- v-hashadapu
Hi antfr99 , Thanks for re-sharing the link. It works now. Also, thanks for your contribution in the community. We really appreciate it.