Help on waterfall charts with beginning and ending balance

[anmdf]

Here is my data, and the initial chart I made. Beginning balance and the Category A-C are good and okay, but then I'd like ending balance to be at the same level as the beginning balance, and remove the "Total" bar. 

My data data is basically a table that lists all values per attribute (beginning balance, cat A, cat B, ending balance, etc.), entity (those under the "+" in the matrix above), date, and report., so the amounts are the sum of all those values. 

Here is the measure I use for the values:

Measure = CALCULATE(SUM(Database[Value]), USERELATIONSHIP('Calendar A'[Date], Database[Date]))

*I use a USERELATIONSHIP function because I have two dropdowns for the quarters, and the chart will be showing values from period A

[v-stephen-msft · Accepted solution]

Hi @anmdf ,

The waterfall chart returns the process when the face value changes based on the previous value. As shown in the figure below, I use a bold black line to indicate the value of Cat A. The value of Cat A starts on the same horizontal line as the value of Begining Balance and increases by 502. Cat B is in Cat. The level of A is reduced by 1070, and so on, so Ending Balance is increased by 6575 on the level of Cat C. 

I suggest you use Stacked column chart. The color of the data can be displayed as a measure to show the difference between rise and fall. The measure can be modeled as follows

Measure = IF([Value])<0,"Red","Green")

Reference: https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-conditional-table-formatting

Best Regards,

Stephen Tao

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

[amitchandak]

@anmdf , is this join inactive, and do you want to activate the same using userelationship.  if not that is not needed

Can you share relationship digram

[anmdf]

hi @amitchandak thanks for the response. I'll check on that, but my main problem mostly is on the waterfall chart... how do I make the ending balance be at the same level as the beginning balance, and to get rid of the total? beginning balance and Cat A - C are okay, but ending balance looks to be part of the variance bridge.