Waterfall Chart Help

[ggipson]

I am new to this visual and am having issues getting it to show anything that I want besides a CY to PY bridge. I have attached a sample of what my data looks like and a couple examples of what waterfalls I would need. 

Any help with the basics is welcome. I specifically cannot seem to get to the CY vs Budget view attached. 

Date	Version	Account	Amount
1/1/2017	Actual	COGS	-75
1/1/2017	Actual	Sales	90
1/1/2018	Actual	COGS	-82
1/1/2018	Actual	Sales	100
1/1/2018	Budget	COGS	-79
1/1/2018	Budget	Sales	95
1/1/2018	Forecast	COGS	-80
1/1/2018	Forecast	Sales	97

[v-danhe-msft]

Hi @ggipson,

Could you please offer me the information about [COGS var] and the [Sales Var] and I also want to know the total should be 51 and you data showed as 18, how could you calculate it? Here is my result.

Regards,

Daniel He

[ggipson]

Thank you for your response!

The margin (total) for the actual version for 2018 is 100 - 82 = 18
The margin (total) for the budget version for 2018 is 95 - 79 = 16

The sales and COGS variances would just be the sales and cogs for the ending given scenario and date less the sales and cogs of the starting given scenario.

It looks like you added up all of the 2018 data and compared it to all of the 2017 data. I am asking how I can compare 2018 Actual Version to the 2018 Budget Version.

[v-danhe-msft · Accepted solution]

Hi @ggipson,

Based on my test, you could refer to below steps:

Sample data:

Create a Waterfall Chart and filter out the data in 2017. Now you could see the result.

You can also download the PBIX file to have a view.

https://www.dropbox.com/s/0y6j47zh0c5gcll/Waterfall%20Chart%20Help.pbix?dl=0

Regards,

Daniel He