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Natrify
Frequent Visitor

Help needed for Waterfall chart with binary values

Hi all, 

 

I'm trying to put together a waterfall chart showing increase and decrease on the count of a binary value from a dataset. Here is an example of what the data looks like: 

Natrify_0-1716953650696.png

I Want to count all the '1' values for each month. then create a waterfall which shows the increase/decrease in '1's for each month. 

Im hoping for something that looks like this:

Natrify_1-1716953742801.png

But with count intead of dollar values. 

So Far the problem I'm having is that I get a count, but the chart just shows a total for each month and lists that as each months bar, its not showing increase/decrease month by month:

Natrify_2-1716953820965.png

 


I've provided some mock sample data, nothing here is confidential. If you have any ideas, help is much appreciated. 
 
Sample_data file: https://drive.google.com/file/d/1zfg0jh0ZFc-p_b5JHG_yqLFOXKxoiQI0/view?usp=sharing 

1 ACCEPTED SOLUTION
Natrify
Frequent Visitor

I've figured out a way to do what I want. First of all I neded to make a month column in the data.

Month = FORMAT(Data[Date], "yyyy, mmmm")

Change the format of the column to date: 

Natrify_0-1717130780569.png

Next I made a Dax code that gets previous month, and current month then calculates the difference, I needed to us parallel period for this: 

Diff month-on-month = 
VAR LM = CALCULATE(SUM(Data[Binary]), PARALLELPERIOD(Data[Month], -1, MONTH))
VAR CM = SUM('Data'[Binary])

RETURN 
CM - LM

Since What I need to count is in binary format, I can use SUM to get only the '1's and filter out the zero values.

Next I create a waterfall, add in my month-on-month measure into the y-axis, and add in the month column into the category field. Whats important here is to make sure you aren't using the hierarchy format for the Waterfall visual: 

Natrify_1-1717131027470.png

 



View solution in original post

2 REPLIES 2
Natrify
Frequent Visitor

I've figured out a way to do what I want. First of all I neded to make a month column in the data.

Month = FORMAT(Data[Date], "yyyy, mmmm")

Change the format of the column to date: 

Natrify_0-1717130780569.png

Next I made a Dax code that gets previous month, and current month then calculates the difference, I needed to us parallel period for this: 

Diff month-on-month = 
VAR LM = CALCULATE(SUM(Data[Binary]), PARALLELPERIOD(Data[Month], -1, MONTH))
VAR CM = SUM('Data'[Binary])

RETURN 
CM - LM

Since What I need to count is in binary format, I can use SUM to get only the '1's and filter out the zero values.

Next I create a waterfall, add in my month-on-month measure into the y-axis, and add in the month column into the category field. Whats important here is to make sure you aren't using the hierarchy format for the Waterfall visual: 

Natrify_1-1717131027470.png

 



Anonymous
Not applicable

Hi @Natrify ,

When you calculate the first of the month, he can easily figure out the.However, the calculation of 1 for the previous month does not show up in the waterfall plot, due to the insignificant difference between the previous month and this one.

If you calculate the difference between 1 and 0 for the current month, it is calculable and shows up normally in the waterfall charts.

vxiandatmsft_0-1717038543263.png

Best Regards,

Xianda Tang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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