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mohitgup20
Frequent Visitor

How to show waterfall show at month level

Hi All,

 

I am trying to migrate a visual from Tableau to PowerBI, but not able to replicate the same. Need your help and expert advice

 

Currently the visual in Tableau is:

mohitgup20_0-1701327943480.png

 

When trying to replicate it in PowerBI, the visual look like:

mohitgup20_1-1701328008123.png

So the current problem statement is how to fix the gap value column as its starting for 0 in x-axis and secondly in column chart if we have more the one measure not able to apply conditional formatting where I need if the sum of gap is positive the green else red.

 

@v-cgao-msft @parry2k  @amitchandak @Ritaf1983 @lbendlin @Ahmedx 

1 ACCEPTED SOLUTION
danextian
Super User
Super User

Hi @mohitgup20 

 

By the looks of it, what you want is to have a waterfall that resets every month, not cumulative which is what a waterfall does. There isn't an out of the box way to do that. You will need to use some advanced DAX and a disconnected table. It's hard to explain how it is done so please play around with the attached pbix.

 

danextian_1-1701338900479.png

 

 

 

 










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2 REPLIES 2
danextian
Super User
Super User

Hi @mohitgup20 

 

By the looks of it, what you want is to have a waterfall that resets every month, not cumulative which is what a waterfall does. There isn't an out of the box way to do that. You will need to use some advanced DAX and a disconnected table. It's hard to explain how it is done so please play around with the attached pbix.

 

danextian_1-1701338900479.png

 

 

 

 










Did I answer your question? Mark my post as a solution!


Proud to be a Super User!









"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.
Ritaf1983
Super User
Super User

Hi @mohitgup20 

It seems like a waterfall with subtotals, take a look at the linked tutorial:

https://www.youtube.com/watch?v=EvrzytETi20

If this post helps, then please consider Accepting it as the solution to help the other

members find it more quickly

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