Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
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 

2 ACCEPTED SOLUTIONS
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.

View solution in original post

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.

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.