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Maria_Ochoa_'s avatar
Maria_Ochoa_
New Member
3 months ago
Solved

Power BI-Waterfall with sub components

Hello,

I am currently trying to build a waterfall visual in Power BI that goes beyond showing only the total variance between Forecast and Actuals. My goal is to also display, within each product’s variance, the underlying components (e.g., Due to Price and Due to Volume).

For example:

  • Forecast total = 20
  • Actuals total = 19.3
  • Total variance = -0.7

At product level:

  • Product 1: +1.3 vs Forecast
  • Product 2: -2.0 vs Forecast

So far, I can build this part in a standard waterfall.

However, I would like to further break down each product’s variance into its drivers:

  • Product 1: DTP = +0.6, DTV = -1.9
  • Product 2: DTP = +4.0, DTV = -2.0

Ideally, the visual would allow me to see both levels:

  1. The contribution of each product to the total variance
  2. Within each product, the split between DTP and DTV

     

I have explored a few options:

  • Combining a waterfall with a stacked bar chart, but this becomes impractical with many products
  • Using the Inforiver waterfall visual, but I would need a license to publish it

Does anyone know if there is a way to achieve this type of hierarchical breakdown within a single visual in Power BI (native or custom)?

I would really appreciate any suggestions or ideas.

Thank you in advance!

 

Need Help

5 Replies

  • danextian's avatar
    danextian
    Super User
    3 months ago

    This could be possible  using the native stack or clustered column chart but this involves complex DAX measures referencing a disconnected table. Below is an example  showing multiple measures.

    Attached is a sample pbix to help you get started with.

  • Juan-Power-bi's avatar
    Juan-Power-bi
    Super User
    3 months ago

    The native waterfall can't do this , it only supports one level of breakdown, so you'd need to go custom.
    The best options without paying for Inforiver:
    Deneb is your strongest free path. You can build a fully custom waterfall in Vega-Lite with two levels — product variance bars plus DTP/DTV sub-components stacked within each. It takes some effort to get the floating bar positioning right, but it's very doable and gives you full control over the layout. There are templates in the Deneb community gallery worth starting from.

  • v-ssriganesh's avatar
    v-ssriganesh
    Community Support
    2 months ago

    Hi Maria_Ochoa_,

    Thank you for posting your query in the Microsoft Fabric Community Forum, and thanks to Praful_Potphode, danextian & Juan-Power-bi for sharing valuable insights.

     

    Could you please confirm if your query has been resolved by the provided solutions? This would be helpful for other members who may encounter similar issues.

     

    Thank you for being part of the Microsoft Fabric Community.

  • v-ssriganesh's avatar
    v-ssriganesh
    Community Support
    2 months ago

    Hello Maria_Ochoa_,

    We hope you're doing well. Could you please confirm whether your issue has been resolved or if you're still facing challenges? Your update will be valuable to the community and may assist others with similar concerns.

    Thank you.