Waterfall Chart

[dkdirenzo]

I want to show a Book Value roll-forward using a waterfall chart in Power BI but I need to be able to determine the start and end points (BOP and EOP) but also need to determine the steps in between from a different data source. Is there any way to customize the waterfall chart to suit this? It can be done in excel but difficult in PBI. 

[v-kpoloju-msft · Accepted solution]

Hi @dkdirenzo, 

Thank you for reaching out to the Microsoft fabric community forum. Also, thanks to @Ashish_Mathur, for his inputs on this thread. I reproduced the scenario again, and it worked on my end. I used it as sample data and successfully implemented it.

outcome:

I am also including .pbix file for your better understanding, please have a look into it.

Hope this clears it up. Let us know if you have any doubts regarding this. We will be happy to help.

Thank you for using the Microsoft Fabric Community Forum

[v-kpoloju-msft]

Hi @dkdirenzo,

Just checking in to see if the issue has been resolved on your end. If the earlier suggestions helped, that’s great to hear! And if you’re still facing challenges, feel free to share more details happy to assist further.

Thank you.

[v-kpoloju-msft]

Hi @dkdirenzo,

Just wanted to follow up. If the shared guidance worked for you, that’s wonderful hopefully it also helps others looking for similar answers. If there’s anything else you'd like to explore or clarify, don’t hesitate to reach out.

Thank you.

[Ashish_Mathur]

Hi,

As long as there are proper relationships between tables, this should be possible.  Share some data to work with and show the expected result.

[dkdirenzo]

Hi, the data is in the snap shot of the chart. I'm expecting to have BOP (2Q) Balance as the starting point, then drivers in between (acq, sales, FX, etc.) and end with EOP (3Q) Balance. For example:

BOP (start) = 100

acquisitons = 300

sales = -50

maturities = -100

FX = 120

Impairments = 200

EOP (ending balance) = 570

[Ashish_Mathur]

There is really nothing i can do with a snapshot.