Forum Discussion

JuanSombrero's avatar
JuanSombrero
Frequent Visitor
9 years ago
Solved

Waterfall challenge

Hi all,

 

I am trying to create a waterfall chart, but not through the 'classic' approach. I have data for budget, actual, forecast, estimate,...all of them are in separate data tables in my model, all calculated in individual measures Now, for a specific month, I want to create a waterfall from budget to forecast to actuals etc...so the values of each of my waterfall columns is captured in an individual measure, the measure names are actually the 'category labels', rather than a column of values somewhere in the data model I can drop in the category field.

 

Should I rework my data, adding a 'source' label to each table, and then appending them into one big giant monster table, write a single measure on this table, and use the newly created 'source column' to put in my categories? Or are there any more subtle ways I'm not seeing (yet ;-) to deal with this problem.

 

Thx in advance,

Juan

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    9 years ago

    Hi JuanSombrero,

     

    Based on my test, we are not able to use DAX to treat values from many measures in one table column.

     

    In your scenario, you can merge queries as a new query for  budget, actual, forecast, estimate,... Then Group By the Year and Month, return total value for  budget, actual, forecast, estimate.... Then check ActualTotal, BudgetTotal, ForcastTotal columns and click Unpivot columns.

     

     

     

    Best Regards,
    Qiuyun Yu

5 Replies

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    Community Support
    9 years ago

    Hi JuanSombrero,

     

    Based on my test, we are not able to use DAX to treat values from many measures in one table column.

     

    In your scenario, you can merge queries as a new query for  budget, actual, forecast, estimate,... Then Group By the Year and Month, return total value for  budget, actual, forecast, estimate.... Then check ActualTotal, BudgetTotal, ForcastTotal columns and click Unpivot columns.

     

     

     

    Best Regards,
    Qiuyun Yu

    • JoaoMachado's avatar
      JoaoMachado
      Advocate I
      9 years ago

      v-qiuyu-msft

       

      Hi, Qiuyun Yu! First of all, thank you for the explanation. I'm having trouble aggregating columns which were already created in Power BI Desktop (they're not present on my excel data base, as I'm not its owner). Is there a way I can do it with the aforementioned columns?

       

      Best regards,

      João Machado 

  • abhyanka's avatar
    abhyanka
    New Member
    8 years ago

    Hi all, 

     

    Wondering if there is a way to solve for something similar- except all my data is within one table already. I just wanted to create a waterfall chart with multiple Breakdowns, if this is even possible. I.e. I have 3 different categories that add up to my total, and I want to show the breakout of those over the course of the quarter. 

     

    Thanks!

     

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi JuanSombrero

     

    Please share some data and the output you expect.

     

    Cheers

     

    CheenuSing