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JJ2022PBI's avatar
JJ2022PBI
Helper I
1 year ago

Waterfall Charts - help needed please!

Hello,   I would like to create a waterfall chart showing the movement in a bank account between two user defined dates. The categories used in the waterfall would be;   1) Opening Balance [the u...
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Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi JJ2022PBI ,

You did not provide your data and measures, so I can only create sample data and measures for testing. If my sample data and measures are different from yours, please adjust them yourself or provide your sample data and DAX, thank you!
Here is my sample data:

And here are the measures:

Money In = 
CALCULATE(
    SUM(Assets[Value (£)]),
    Assets[Attribute] = "Money In"
)
Money Out = 
CALCULATE(
    SUM(Assets[Value (£)]),
    Assets[Attribute] = "Money Out"
)
Interest = 
CALCULATE(
    SUM(Assets[Value (£)]),
    Assets[Attribute] = "Interest"
)


Then I use this DAX to create another measure:

Closing Balance = 
 VAR Opening_Balance =  
 CALCULATE(
    SUM(Assets[Value (£)]),
    Assets[Attribute] = "Opening Balance",
    Assets[Date] = MIN('Date'[Date])
)
RETURN
Opening_Balance + [Money In] - [Money Out] + [Interest]

And create the waterfall chart:

 

Best Regards,
Dino Tao
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