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qazwsxedc's avatar
qazwsxedc
Icon for Helper III rankHelper III
6 years ago

How to order the breakdown in Waterfall chart

I want to sort the breakdown in the order of "New Sales", "Renewals" and "Prepayment", however the chart only allows sorting by date or Variance. Is there a way to sort by the name of the breakdown? Thanks!

14 Replies

  • Power BI only lets you sort by category or value (y-axis) - the breakdown is only sorted by increasing or decreasing values.

    If you need the breakdown in a specific order, I would recommend using "Simple Waterfall" which is a custom visual you can download if you go to "Get more visuals" in the Visualizations pane.

    There, you would put in a table with a list of your breakdown items (just the names) that is already sorted in the "Category" section.

    Then put a measure in the "Values" section where it calculates the values based on the breakdown item names.

    You should include the start and end pillars, and then in the visualization settings you can define which breakdownitems are your pillars. 

     

     

    • Huicho_2024's avatar
      Huicho_2024
      Frequent Visitor

       

      Excellent, de best component, very easy and complete. Thanks a lot!

  • qazwsxedc 

    You need to add a sort column (Number Column) in the table based on your preference then sort the category based on that sort column.

      

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    • qazwsxedc's avatar
      qazwsxedc
      Icon for Helper III rankHelper III

      Thanks! I i did created a breakdown table with the order column. Somehow the breakdown is still order by variance value.

       

       

       

       

       

       

      • Fowmy's avatar
        Fowmy
        Icon for Super User rankSuper User

        qazwsxedc 

         

        Did you try sorting it from the visual?

         

        change the visual to a table visual and try

         

        you may share a sample pbix file to check 

         

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      • Fowmy's avatar
        Fowmy
        Icon for Super User rankSuper User

        qazwsxedc 

        Your file is password protected, you may share as  Private Message.

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