Waterfall Chart

[showy]

Hi
I would like to display the following in waterfall charts but I am stuck because I don't know if it is even possible and if so I don't know how to build the data structure. Currently this is my data model:

I would like to achieve the following on page 1:
A waterfall chart that shows months and SUM(value)
But now I only want to see the start month and the end month and everything in between summed up. If I drag in the category Month I see all months so not only 09/24 and 01/25 but 09/24 10/24 11/24 12/24 and 01/25

Is there a way to customize this?
Goal

On page 2 I want to achieve the same only by country and I want to show gain and loss per country. So two values per breakdown (country)

Goal: 

Is in general the datamodel as it is the right?


Thanks 🙂 

[v-sdhruv]

Hi @showy ,
I hope you were able to resolve the issue.
If the response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank You

[v-sdhruv]

Hi @showy ,
I hope you were able to resolve the issue.
If the response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank You

[v-sdhruv]

Hi @showy ,
I hope you were able to resolve the issue.
If the response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank You

[Anonymous]

Hi @showy ,

I don't quite understand your D_Date table, it's supposed to have specific dates in it, this is the date table I recreated:

D_Date = CALENDAR(MIN('Project'[Date]),MAX('Project'[Date]))

Since waterfall charts only support Category, Breakdown, Y-axis and Tooltips fields, if you need to display a customized “X-axis” effect (e.g. showing all months) in your chart, you will have to preprocess the data (I use the Add Calculated Columns method) to achieve this.

First, create a calculation column in the date table.

MonthText = FORMAT(D_Date[Date], "MM/dd")

Remember to set this calculated column to be sorted by date column, otherwise the visual objects may have problems sorting.

Since the Dim table in your data screenshot doesn't have a Value value for us to see how much the data has changed, I've added a value column for viewing.

The final visual result of placing the corresponding field in the waterfall chart is shown below:

If the problem is not resolved, please provide a Power BI Desktop file in progress (with sensitive information removed) that fully covers your issue or question in a usable format (not a screenshot). You can upload the PBIX file to a cloud storage service such as OneDrive, Google Drive (set up public access), SharePoint, or a Github repository, and then share the URL of the file.

The pbix file is attached.

If the built-in waterfall chart does not fully meet your needs, consider using other charts (such as Stacked Bars or Custom Visual) to achieve your desired presentation.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

[showy]

Hi Yang,

thanks for your response. I added the questions to the pbi file and marked it. I would appreciate if you take a look inside:
https://drive.google.com/file/d/1_Y3qkM6JONGJhzmpd95EJbSClIlLyDif/view?usp=sharing