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Chateauunoirr
Advocate I
Advocate I

Help with ARR evolution using Waterfall visualization in Power BI

Hello Team,

I'm facing an issue when trying to visualize the evolution of my ARR in Power BI.
I want to display the evolution of my ARR according to the variations by Reason type (New Account, Upsell, Downsell, Churn).

When I use the Waterfall visualization, I only get the variations, but I’m missing the starting values before variation (BoP) and the final values after variation for each quartile (EoP).

Chateauunoirr_0-1747309145832.png

 

What I would like to achieve is a visualization similar to this design for Q1:

Chateauunoirr_1-1747309163504.png


I tried to do it following this tutorial 
https://businessintelligist.com/2020/06/12/power-bi-dax-how-to-make-waterfall-charts-work-showing-st...
But i have a Quarter filter that can change with the time so when you try to do it, it doesn't work 

Is it possible to create this type of visualization in Power BI? If yes, how can I proceed?

I am attaching the Power BI file as well. 

Thank you in advance for your help!

1 ACCEPTED SOLUTION

Hi community, I found this article and simply reproduced the same procedure, which allowed me to achieve the desired result.


https://businessintelligist.com/2020/06/12/power-bi-dax-how-to-make-waterfall-charts-work-showing-st...

 

Thanks @v-karpurapud  for your help.

View solution in original post

8 REPLIES 8
v-karpurapud
Community Support
Community Support

Hi @Chateauunoirr 

I hope this information is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, please Accept it as a solution and give it a 'Kudos' so others can find it easily.

Thank you.

Hi community, I found this article and simply reproduced the same procedure, which allowed me to achieve the desired result.


https://businessintelligist.com/2020/06/12/power-bi-dax-how-to-make-waterfall-charts-work-showing-st...

 

Thanks @v-karpurapud  for your help.

v-karpurapud
Community Support
Community Support

Hi @Chateauunoirr 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you.

v-karpurapud
Community Support
Community Support

Hi @Chateauunoirr 

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

Chateauunoirr
Advocate I
Advocate I

So, I wasn't able to attach the Power BI, but I just uploaded it via an external link.

If I don't know how to do it, just let me know.


https://limewire.com/d/bTrsA#B7PttScxLG

Chateauunoirr_0-1747309518258.png

 




Hi  @Chateauunoirr 

Welcome to the Microsoft Fabric Forum.


I have made the necessary changes to the PBIX file based on your request regarding the ARR evolution using the Waterfall visualization. The updated file now includes the BoP and EoP values, along with the variations by reason (New Account, Upsell, Downsell, Churn) across the selected quarter.  I’ve included relevant screenshot  for your reference.Please take a moment to review them and see if this solution aligns with your requirements.

vkarpurapud_1-1747372424858.png

 


If not, kindly share any additional details or clarification so we can make the necessary adjustments.

We’re happy to assist you further and ensure the solution fully meets your requirements.

 

 

Best regards,

Karpurapu D
Microsoft Fabric Community Support! 

 

Hi @v-karpurapud 

Thank you very much for your reply!

The only problem I see is the amount of the BoP, which is 4,718,000, which then distorts the EoP.


I'll take the time to look at your logic because what you've implemented will help me. I'll come back to this forum to keep you updated and, perhaps, submit the PBI solution.

Sincerely,

Hi @Chateauunoirr 

Thank you for Update. Looking forward to your response!

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