Issue with Waterfall Ordering

[DLandr89]

Hey all,

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.  I have  a feeling I need to add a rankx in to my expression, but I'm not sure where to insert it.

I'm looking to make something similar to  this excel chart: 

PBI output I've gotten so far below

DAX Below

___BVA2 =

SWITCH (

    SELECTEDVALUE ( 'T2'[Order] ),

    1,

        SWITCH (

            SELECTEDVALUE ( 'Month Table'[Month] ),

            "January", -1 * [Budget v Actual '22 total for January],

            "February", -1 * [Budget v Actual '22 total for February],

            "March", -1 * [Budget v Actual '22 total for March],

            "April", -1 * [Budget v Actual '22 total for April],

            "May", -1 * [Budget v Actual '22 total for May],

            "June", -1 * [Budget v Actual '22 total for June],

            "July", -1 * [Budget v Actual '22 total for July],

            "August", -1 * [Budget v Actual '22 total for August],

            "September", -1 * [Budget v Actual '22 total for September],

            "October", -1 * [Budget v Actual '22 total for October],

            "November", -1 * [Budget v Actual '22 total for November],

            "December", -1 * [Budget v Actual '22 total for December],

            SUM ( Costs[FBUD 2022] )),

             2,

            SWITCH (

                SELECTEDVALUE ( 'Month Table'[Month] ),

                "January", 0,

                "February", 0,

                "March", 0,

                "April", 0,

                "May", 0,

                "June", 0,

                "July", 0,

                "August", 0,

                "September", 0,

                "October", 0,

                "November", 0,

                "December", 0,

                SUM ( Costs[ACT] )

            )

        )

Thanks you for your time,

-D

[v-yinliw-msft]

Hi @DLandr89 ,

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.

Is that what you expect?

Hope this helps you.

Best Regards,

Community Support Team _Yinliw

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[DLandr89]

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

  

[MDodds]

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.