Forum Discussion
Water fall chart visualization help
Hello everyone!
I am having some trouble with the waterfall chart and i would really appreciate your help 🙂
My data set consist on forecast data for 2021 in different quarters. I take a snapshot every month (extraction date) to the forecast to analyse fluctuation (202010 is the forecast snapshot of October 2020 , 202011 is November, and so on).
As a result, i can create a waterfall chart and see the increases in the total forecast, but i cannot arrange the quarters properly. See picture below, from 202011 to 202012 extraction dates, it shows the following order: qtr3 , qtr2 , qtr1 , qtr4. When i want to see the proper order: qtr1 , qtr 2, qtr 3, qtr4, independently of the variances volumes.
Table 1. dataset
Extraction Date | Forecast | Year | Quarter |
202010 | 100 | 2021 | Qtr 1 |
202010 | 100 | 2021 | Qtr 2 |
202010 | 100 | 2021 | Qtr 3 |
202010 | 100 | 2021 | Qtr 4 |
202011 | 150 | 2021 | Qtr 1 |
202011 | 100 | 2021 | Qtr 2 |
202011 | 100 | 2021 | Qtr 3 |
202011 | 100 | 2021 | Qtr 4 |
202012 | 150 | 2021 | Qtr 1 |
202012 | 150 | 2021 | Qtr 2 |
202012 | 300 | 2021 | Qtr 3 |
202012 | 100 | 2021 | Qtr 4 |
Waterfall result: Arrange by extraction date but cant arrange quarters...
Thanks! 🙂
Juampi
Hi Juampi ,Put the field in the right position, and then sort by Extraction Date can get the desired sort result:
If you don’t understand this, there are official documents here for reference:
Sort by column in Power BI Desktop - Power BI | Microsoft Docs
If the problem is still not resolved, please provide detailed error information. Let me know immediately, looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Hi Juampi,
This topic covers a similar question: https://community.powerbi.com/t5/Desktop/Waterfall-chart-to-show-product-availability/m-p/1642428#M659216
I think editing the sort by option should work in your case as well.
Hope it helps!
Regards,
Tim
Hi Juampi ,Put the field in the right position, and then sort by Extraction Date can get the desired sort result:
If you don’t understand this, there are official documents here for reference:
Sort by column in Power BI Desktop - Power BI | Microsoft Docs
If the problem is still not resolved, please provide detailed error information. Let me know immediately, looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.Hi! I am looking to build a waterfall chart to have a starting point of 2022, adding in a category breakdown of "Baseline Refinery", having a new total bar, then having the supplimental step changes to get to 2023. Please help!
2022 77,400,000 Budget 2023 27,000,000 Catch-up 2023 13,600,000 One-Off 2023 2,800,000 Baseline Refinery 2023 1,800,000 SMTMM 2023 122,600,000 Budget
