Water fall chart visualization help

[Juampi]

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

[JessSvetlik]

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

[v-henryk-mstf · Accepted solution]

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.

[timg]

Hi Juampi,

This topic covers a similar question: https://community.powerbi.com/t5/Desktop/Waterfall-chart-to-show-product-availability/m-p/1642428#M6...

I think editing the sort by option should work in your case as well. 

Hope it helps! 

Regards,

Tim