Issue with Waterfall Ordering

Question

Hey all,&nbsp;I'm attempting to show performance vs budget for the year using a waterfall, and though I now am able to show it bridge, PBI orders the months to make a symmetric bridge rather than order by date, and I don't have the option to choose to sort by date.&nbsp; I have&nbsp; a feeling I need to add a rankx in to my expression, but I'm not sure where to insert it.&nbsp;I'm looking to make something similar to&nbsp; this excel chart:&nbsp;&nbsp;PBI output I've gotten so far below&nbsp;&nbsp;&nbsp;DAX Below&nbsp;___BVA2 = SWITCH (&nbsp; &nbsp; SELECTEDVALUE ( 'T2'[Order] ),&nbsp; &nbsp; 1,&nbsp; &nbsp; &nbsp; &nbsp; SWITCH (&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; SELECTEDVALUE ( 'Month Table'[Month] ),&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "January", -1 * [Budget v Actual '22 total for January],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "February", -1 * [Budget v Actual '22 total for February],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "March", -1 * [Budget v Actual '22 total for March],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "April", -1 * [Budget v Actual '22 total for April],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "May", -1 * [Budget v Actual '22 total for May],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "June", -1 * [Budget v Actual '22 total for June],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "July", -1 * [Budget v Actual '22 total for July],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "August", -1 * [Budget v Actual '22 total for August],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "September", -1 * [Budget v Actual '22 total for September],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "October", -1 * [Budget v Actual '22 total for October],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "November", -1 * [Budget v Actual '22 total for November],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "December", -1 * [Budget v Actual '22 total for December],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; SUM ( Costs[FBUD 2022] )),&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;2,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; SWITCH (&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; SELECTEDVALUE ( 'Month Table'[Month] ),&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "January", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "February", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "March", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "April", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "May", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "June", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "July", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "August", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "September", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "October", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "November", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "December", 0,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; SUM ( Costs[ACT] )&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; &nbsp; &nbsp; )Thanks you for your time,&nbsp;-D

mdodds · Answer

I think you need to create a second table for the sort order - then link this to your above data table but use the labels from the new table for the waterfall visual.

As for the YTD Actual - this will be the total column generated by the visual itself - so I don't think it should be in your data table at all. If you need to display the YTD actual in other visuals you should do so with a measure.

dlandr89 · Answer

I've tried using 2 different tables to get a sort order to stick and it remains the same.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

v-yinliw-msft · Answer

Hi&nbsp;DLandr89&nbsp;,
&nbsp;
You can try this:
In the Power Query, add an index Column:

And then add the index column to here:

I just test for the sort so don't care about the data.

Here is the result.
&nbsp;
Is that what you expect?
Hope this helps you.
&nbsp;
Best Regards,
Community Support Team _Yinliw
If this post&nbsp;helps, then please consider&nbsp;Accept it as the solution&nbsp;to help the other members find it more quickly.
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Issue with Waterfall Ordering

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