Forum Discussion

PBILearner2022's avatar
2 years ago

Waterfall Chart - set as total

Hi PBI  experts,

We have a process wise data that needs to be converted as a waterfall chart as below ,Also we wanted to know the how it would be for next 2 years eg: if it is 2024 it should have the data till 2026.

Can you help me how to organize this data and covert it to a waterfall chart 

Sample Data:

 

Can you please help me to build the chart similar in pBI currenlty it is in excel 

 

 

amitchandak @Greg_Deckler

 

5 Replies

  • Hi All,
    Do any one have found any solution or has faced similar kind of issue . Please let me know I am struck with this more than a week 

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi PBILearner2022 ,

     

    According to your description, I created these data.
    Table1


    Table2


    1. Create a calculated column for table1.

    Year = 'Table1'[Reason]&" "& YEAR('Table1'[Date])


    2. Create different names for categories of different years, create index columns in order, and sort by index columns.


    3. Create a calculated column.

    Value1 = 
    SUMX(
        FILTER(ALL('Table1'),
        'Table1'[Year]=EARLIER('Sort_Table'[Group1])),[Value])
    
    Value2 = 
     SUMX(
        FILTER(ALL('Table2'),
        'Table2'[END]=EARLIER('Sort_Table'[Group1])),'Table2'[Value])
    
    Test1 = 
    var _step1=
    CONTAINSSTRING(
        'Sort_Table'[Group1],"End"
    )
    return
    SWITCH(
        TRUE(),
        _step1=TRUE()&&'Sort_Table'[Index]=MINX(ALL('Sort_Table'),[Index]),
        [Value2],
        _step1=FALSE(),[Value1])
    
    Test2 = 
    SUMX(
        FILTER(ALL('Sort_Table'),
        'Sort_Table'[Index]<=EARLIER('Sort_Table'[Index])),[Test1])
    
    Result = 
    IF(
        [Test1]=BLANK(),
        [Test2],[Test1])
    


    If these do not meet your expected results, can you describe where the 350 in January 2024 in the figure comes from? Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.

     

    Best Regards,

    Clara Gong

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Hi Anonymous , Thank you for the reply,Sorry for not beeing clear with my requirment.
    I have shared the sample excel sheet on this has been implemented in excle sheet mainly on the actuals values. Kindly check and let us know if the same can be implemted in PBI , also for the next consequive years it is showing cimluative which is not required and it needs to show actuals if available else it can be 0 .

    Also is there any way were we could make the bar as total height similar to excel.


    Sample Data 

  • Anonymous Sorry to disturb you again were you able to check excel calculation that has been done? Is this is feasible in powerbi 

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi PBILearner2022 ,

       

      We can indeed accomplish a similar effect in Power BI Desktop. In my first reply, I had the effect in Power BI Desktop. If you want to achieve the same effect as Excel, it seems unlikely at the moment.

       

      Waterfall charts do meet your needs, and I think you can check out the documentation for further modifications: Waterfall charts in Power BI - Power BI | Microsoft Learn. As you can see in this document, the waterfall chart in Power BI Desktop has a hierarchical effect, so it looks like only the current effect is being achieved at the moment.

       

      Best Regards,

      Clara Gong

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.