Waterfall Chart not using dates

[Schoif-D]

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 and every help page i search on Google just shows me that the X Axis is always in a date range, i have tried to create a Pie, Bar and Donut chart then swapping to Waterfall but it doesnt work, how can i create this chart below in Power BI?

[Eric_Zhang · Accepted solution]

@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]

To all of you @dedelman_clng @Eric_Zhang @Sean and @Phil_Seamark thank you all for your help its finally how i want it to look, all except the total bar, but im not stressing over that for now, thanks again

[Eric_Zhang]

@Schoif-D

It is great to hear you finally figured it out. If no further questions, you can accept the replies making sensing as solution to close this thread. For any new questions, you can raise another thread.

[Phil_Seamark]

Hi @Schoif-D,

Can you please post some sample data and we will do our best to help you.

[Schoif-D]

Hi Phil

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

[Eric_Zhang]

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@Schoif-D wrote:

Hi Phil

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

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@Schoif-D

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

[Schoif-D]

Almost too easy 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 · Accepted solution]

@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]

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 · Accepted solution]

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

[Schoif-D]

That was so much easier doing the formula in the report layout, took less than a minute, youre right i was trying to do that formula in the query editor

Thank you

[Schoif-D]

Ok David thank you, im use to VBA and Excel formulas, am very new to Power BI and DAX, amd M and R, so am itrying to get my head around it, thank you for explaining the problem, i will give it a go see if i can get it done 🙂

[Schoif-D]

Ok great thank you @Eric_Zhang i will give that a go 🙂

[Sean]

EDIT: The one thing about this Chart in PBI if I recall there's no option to turn off the Total...

[Schoif-D]

Hi Sean

Thats how i want it to look, obviously the total is a nuisance, was this done by creating a data table in the desktop? i can give that a go see if i can connect it it my main data set im using