Hi,
I’m working on a Waterfall visual in Power BI where I’m comparing Budget vs Actuals for different hierarchical levels (e.g., Category → Subcategory → Product → Item).
What I Have Set Up:
I’ve created a Steps table to control Budget and Actuals:
WaterfallSteps =
DATATABLE(
"Step", STRING,
{
{ "Budget" },
{ "Actuals" }
}
)
I also created a Field Parameter to control which hierarchy level is shown in the Category section:
CategoryHierarchyParameter = {
("Category", NAMEOF('Fact_Sales'[Category]), 0),
("Subcategory", NAMEOF('Fact_Sales'[Subcategory]), 1),
("Product Group", NAMEOF('Fact_Sales'[Product_Group]), 2),
("Item Name", NAMEOF('Fact_Sales'[Item_Name]), 3)
}
And I’m using the following measure for my Y-axis values:
MTD_Value =
SWITCH(
TRUE(),
SELECTEDVALUE(WaterfallSteps[Step]) = "Budget", [MTD_Budget],
SELECTEDVALUE(WaterfallSteps[Step]) = "Actuals", [MTD_Actuals],
-- For other cases, show variance
NOT ISBLANK(SELECTEDVALUE('Fact_Sales'[Category])), [MTD_Variance]
)
Current Visual Setup:
Category: CategoryHierarchyParameter
Breakdown: WaterfallSteps[Step]
Y-axis (Values): MTD_Value
The chart works as expected at the first level (for example, showing Budget and Actual bars for each Category).
My Requirement:
When I click on a particular Category, I want to drill down to the next level (for example, Category → Subcategory → Product Group → Item) within the same Waterfall visual — similar to how drill-down works in a Bar or Column chart.
However, currently, the Waterfall visual only shows one level from the field parameter and doesn’t support drill-down to the next level.
My Question:
Is there any way to enable drill-down functionality in a Power BI Waterfall chart that uses field parameters for hierarchy selection?
Example Expected Behavior:
Initially see “Category ” level → bars show Budget vs Actuals.
When clicking on one Category → show related “Subcategory” details.
Drill again → show “Product Group,” and so on.
