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Schoif-D's avatar
Schoif-D
Helper I
9 years ago
Solved

Waterfall Chart not using dates

Hi   Im very new to Power BI, literally only started playing with it yesterday, and there is a chart i use to do in excel, that i would like to replicate in Power BI, but, im finding this difficult...
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  • Eric_Zhang's avatar
    Eric_Zhang
    9 years ago

    Schoif-D

    I see in your dataset, the first step should be doing a unpivot.

     

     

    Then replace the currency symbol with blank and convert that column to whole number.

     

    In the waterfall chart, use the attribute and value column.

     

    As to the axis order in the waterfall chart, check this thread Sorting Data Manually.

    Check more details in the attached pbix file.

     

  • dedelman_clng's avatar
    dedelman_clng
    9 years ago

    Add columns through the query editor uses M language not DAX (click "Advanced Editor" in the query pane to see the M code)

     

    If you instead create a calculated column on the report layout page, your code is accurate.

     

    Hope this helps

    David

Eric_Zhang's avatar
Eric_Zhang
Microsoft Employee
9 years ago
Schoif-D wrote:

Hi Phil

 

How do i upload a data file? i can see how to upload photo/video

Schoif-D

You can upload things to a network drive(Onedrive, Dropbox etc) and then share the link.

Schoif-D's avatar
Schoif-D
Helper I
9 years ago

Almost too easy :smileylol: i thought there may be a attachent option like on excel forum, I have now uploaded an example data set into onedrive, im going to carry on trying in the desktop to see if i can build a data table to replicate Seans example, however im trying to run the chart straight from the data set as there is a lot of charts and tables that will be generated by this and linked to slicers, and dropdowns

 

https://1drv.ms/u/s!AhMWRjYUcisAhAV7Nl_vgRU_q4yK

 

Thanks

  • Eric_Zhang's avatar
    Eric_Zhang
    Microsoft Employee
    9 years ago

    Schoif-D

    I see in your dataset, the first step should be doing a unpivot.

     

     

    Then replace the currency symbol with blank and convert that column to whole number.

     

    In the waterfall chart, use the attribute and value column.

     

    As to the axis order in the waterfall chart, check this thread Sorting Data Manually.

    Check more details in the attached pbix file.

     

    • Schoif-D's avatar
      Schoif-D
      Helper I
      9 years ago

      Ok great thank you Eric_Zhang i will give that a go :)

    • Schoif-D's avatar
      Schoif-D
      Helper I
      9 years ago

      Ok so that works fine thank you all, except the cost elements should be minuses/decreases, so sales and margin should be positive the rest multiplied by -1

       

      I tried to insert a column into the table using this formula

       

      IF(AND([Attribute]="Net Sales Amount",[Attribute]="Gross Margin"),[Value],[Value]*-1)

      but its telling me that "IF"  wasnt recognized?

      • dedelman_clng's avatar
        dedelman_clng
        Community Champion
        9 years ago

        Add columns through the query editor uses M language not DAX (click "Advanced Editor" in the query pane to see the M code)

         

        If you instead create a calculated column on the report layout page, your code is accurate.

         

        Hope this helps

        David