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Anonymous
Not applicable

How to show Start and End Waterfall Chart

I have the following chart and I'm trying to show a WaterFall chart based on total start balance, difference in balanace, total ending balance and customer movement

 

(i.e. Show 80 balance customer movement breakdown then ending balance of 90

 

CustomerStart BalanceEnding BalanceDifferenceCustomer Movement
A105-5Decrease
B51510Increase
C500-50Closed
D15150No Change

E

05555Opened
Total809010 
1 ACCEPTED SOLUTION
VahidDM
Super User
Super User

Hi @Anonymous 

 

First, create a new table with the following DAX expression:

 

New Table = 
VAR _A =
    SUMMARIZE (
        FILTER ( 'Table', 'Table'[Customer] = "Total" ),
        "Customer","Start Value",
        "Value", MAX ( 'Table'[Start Balance] )
    )
VAR _B =
    SUMMARIZE (
        FILTER ( 'Table', 'Table'[Customer] <> "Total" ),
        'Table'[Customer],
        "Value", MAX ( 'Table'[Difference] )
    )
RETURN
    UNION ( _A, _B )

 

 

2- Use the new table to create a waterfall

VahidDM_1-1651024632434.png

 

 

 

Sample file attached for your reference.

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: 
www.linkedin.com/in/vahid-dm/

 

 

View solution in original post

2 REPLIES 2
v-henryk-mstf
Community Support
Community Support

Hi @Anonymous ,

 

Whether the advice given by @VahidDM  has solved your confusion, if the problem has been solved you can mark the reply for the standard answer to help the other members find it more quickly. If not, please point it out.


Looking forward to your feedback.


Best Regards,
Henry

VahidDM
Super User
Super User

Hi @Anonymous 

 

First, create a new table with the following DAX expression:

 

New Table = 
VAR _A =
    SUMMARIZE (
        FILTER ( 'Table', 'Table'[Customer] = "Total" ),
        "Customer","Start Value",
        "Value", MAX ( 'Table'[Start Balance] )
    )
VAR _B =
    SUMMARIZE (
        FILTER ( 'Table', 'Table'[Customer] <> "Total" ),
        'Table'[Customer],
        "Value", MAX ( 'Table'[Difference] )
    )
RETURN
    UNION ( _A, _B )

 

 

2- Use the new table to create a waterfall

VahidDM_1-1651024632434.png

 

 

 

Sample file attached for your reference.

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: 
www.linkedin.com/in/vahid-dm/

 

 

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