Forum Discussion
Sort Axis on Waterfall Chart
Syndicate_Admin It's difficult to be certain without full sample data to test but I believe what you would want to do in your case is to have a Sort By column for the CATEGORY column. This should be a numeric column that you would add in Power Query and there would be a 1:1 relationship between unique values in the CATEGORY column and this Sort By column. You should then be able to use the ellipses (...) in the Waterfall chart to change the sort axis to CATEGORY and then either ascending or descending as appropriate.
For the data, you need a PBIX file or what numbers they have, according to the months I am filtering???
I had thought of something like that, looking for how to generate an order column in Power Query to sort, in my case BREAKDOWN (because CATEGORIES is correctly ordered), you guide me with my doubt.
Syndicate_Admin Well, I think that the column would look something like the following. PQ only supports if then else statements so it is a bit messy but for a limited number of categories it should work. This would be entered into an Add Custom Column formula (without the = sign):
= if [BREAKDOWN] = "Mg Serv" then 1 else if [BREAKDOWN] = "Mg Eq" then 2 else if [BREAKDOWN] = "C. Op" then 3 else if [BREAKDOWN] = "C. Com" then 4 else 5It's in my Categories column (created in Power Query)
if [Year] = 2025 and List.Contains(
{"A. Service Income", "B. Service Cost D", "C. Electricity", "D. Equipment Revenue", "E. Equipment Cost", "F. Commercial Cost", "G. Serti Operational Cost"},
[Line Template]
)
then
if [Income Type] = "PLAN" then "Mg Contribution 2025P"
else if = "REAL" and [Month] <= 6 then "Mg Actual Contribution"
else if = "OL" and [Month] >= 7 then "Mg Real Contribution"
else null
else null
This is my Breakdown column (created in Power Query)
if [Year] = 2025 then
Mg Services
if List.Contains({"01. Income Services","02. Costs of Services"}, [Line Cost N1]) then
if [Income Type] = "PLAN" then "2. δ mg services"
else if = "REAL" and [Month] <= 6 then "2. δ mg services"
else if = "OL" and [Month] >= 7 then "2. δ mg services"
else null
Mg Equipment
else if List.Contains({"04. Income from the sale of equipment/products","05. Equipment Costs"}, [Line Cost N1]) then
if [Income Type] = "PLAN" then "3. δ mg equipment"
else if = "REAL" and [Month] <= 6 then "3. δ mg equipment"
else if = "OL" and [Month] >= 7 then "3. δ mg equipment"
else null
// C. Oper. VP Digital
else if [Line Template] = "F. Trade Cost" then
if [Income Type] = "PLAN" then "4. Δ C. Op. VP Digital"
else if = "REAL" and [Month] <= 6 then "4. Δ C. Op. VP Digital"
else if = "OL" and [Month] >= 7 then "4. Δ C. Op. VP Digital"
else null
C. Commercial
else if [Linea Template] = "G. Cost-Operational Serti" then
if [Income Type] = "PLAN" then "5. Δ C. Commercial"
else if = "REAL" and [Month] <= 6 then "5. Δ C. Commercial"
else if = "OL" and [Month] >= 7 then "5. Δ C. Commercial"
else null
else null
else null
This is my measure Amount (created with DAX)03. MONTO_CASCADA =VAR MesHoy = MONTH(TODAY()) - 2VAR MonthFiltered = VALUES(Base_Margen[Mes])VAR CantMonthsFiltered = COUNTROWS(MonthFiltered)VAR HayFiltroMes = ISFILTERED('Dim_Calendario'[MesCorto])VAR MonthSelected =IF(HayFiltroMes,MAX('Dim_Calendario'[MesNum]),MesHoy)VAR TypeIncome = IF(MonthSelected <= 6, "REAL", "BE")RETURNCALCULATE(SUM('Base_Margen'[Amount]),FILTER(ALL('Dim_Calendario'[MesNum]),'Dim_Calendario'[MesNum] <= MonthSelected))
The values are correct and square, and the Category column is sorted correctly, the problem I have is with the Breakdown column. You guide me how to implement an order that is maintained, regardless of the months or products that I filterSyndicate_Admin Right, so then you need to create another Breakdown Sort column that references each unique value in your Breakdown column and assigns a number to it.