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Venu_Gopal017's avatar
Venu_Gopal017
New Member
10 months ago
Solved

Need Drill-Down Functionality in Waterfall Chart Using Field Parameters and Hierarchy

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:

  1. Initially see “Category ” level → bars show Budget vs Actuals.

  2. When clicking on one Category → show related “Subcategory” details.

  3. Drill again → show “Product Group,” and so on.

  • Venu_Gopal017 That's not how field parameters work. Just create a normal hierarchy in your Waterfall chart using the Category, Sub category, Product Group and Item columns.

4 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    Venu_Gopal017 That's not how field parameters work. Just create a normal hierarchy in your Waterfall chart using the Category, Sub category, Product Group and Item columns.

  • v-menakakota's avatar
    v-menakakota
    Community Support

    Hi Venu_Gopal017 ,
    Thanks for reaching out to the Microsoft fabric community forum. 
     

    I would also take a moment to thank  Greg_Deckler  , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

    Please go through the below document which may help you in resolving the issue
    Solved: Waterfall - Drill down / hiearchy - Microsoft Fabric Community


    If I misunderstand your needs or you still have problems on it, please feel free to let us know.   

    Best Regards, 
    Community Support Team  

    • v-menakakota's avatar
      v-menakakota
      Community Support

      Hi Venu_Gopal017 ,

      I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you.

      Best Regards, 
      Community Support Team.

      • v-menakakota's avatar
        v-menakakota
        Community Support

        Hi @Venu_Gopal017 ,

        I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you.

        Best Regards, 
        Community Support Team.