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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
Customer | Start Balance | Ending Balance | Difference | Customer Movement |
A | 10 | 5 | -5 | Decrease |
B | 5 | 15 | 10 | Increase |
C | 50 | 0 | -50 | Closed |
D | 15 | 15 | 0 | No Change |
E | 0 | 55 | 55 | Opened |
Total | 80 | 90 | 10 |
Solved! Go to Solution.
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
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/
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
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
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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