Waterfall Chart based on Status Variations and Dates

Hi arimoldi 

Based on your description,   you can refer to the following solution.

Sample data is the same as you provided.

1.Create a type table.

2.Create the following measures.

Level =
IF (
    SELECTEDVALUE ( 'Table'[STATUS] ) = "CLOSED",
    0,
    SWITCH ( SELECTEDVALUE ( 'Table'[SEVERITY] ), "HIGH", 3, "MEDIUM", 2, "LOW", 1 )
)

Define =
VAR a =
    MAXX (
        TOPN (
            1,
            FILTER (
                ALLSELECTED ( 'Table' ),
                [REFERENCE_DATE] < MAX ( 'Table'[REFERENCE_DATE] )
                    && [CODE] IN VALUES ( 'Table'[CODE] )
            ),
            [REFERENCE_DATE], DESC
        ),
        [Level]
    )
VAR b = [Level]
RETURN
    IF ( b = a || a = BLANK (), "Keep", IF ( b > a, "Upper", "Lower" ) )

Counts =
VAR a =
    ADDCOLUMNS ( ALLSELECTED ( 'Table' ), "Test", [Define] )
VAR b =
    COUNTROWS (
        FILTER (
            a,
            [Test]
                IN VALUES ( 'Type'[Type] )
                    && [REFERENCE_DATE] IN VALUES ( 'Table'[REFERENCE_DATE] )
        )
    )
RETURN
    IF ( SELECTEDVALUE ( 'Type'[Type] ) = "Lower", 0 - b, b )

Then create a stacked Column visual, and put the following field to it.

Output

Best Regards!

Yolo Zhu

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