Here is my dataset. I want to have walk-forward that takes from Gross Revenue to Net Revenue to Gross Profit. I am also sharing sketch of proposed waterfall. Can you help?
Data Table:
| Customer | Line item | Amount |
| Customer A | Gross Revenue | $ 10.00 |
| Customer A | Discounts | $ (2.00) |
| Customer A | Net Revenue | $ 8.00 |
| Customer A | Cost of Goods | $ (3.00) |
| Customer A | Freight | $ (1.00) |
| Customer A | Gross Profit | $ 4.00 |
| Customer B | Gross Revenue | $ 12.00 |
| Customer B | Discounts | $ (2.00) |
| Customer B | Net Revenue | $ 10.00 |
| Customer B | Cost of Goods | $ (2.00) |
| Customer B | Freight | $ (1.00) |
| Customer B | Gross Profit | $ 7.00 |
Output:
@kjani It can be done with a few adjustments to you table.
1. Add a sort column to your table - this is to make sure the line items appear in the right order.
2. Create a simple measure:
Gross Profit = CALCULATE(SUM(ProfitWaterfallTable[Amount]))
3. Add the Waterfall chart as shown in example.
4. You can only add one customer at a time and exclude the Gross Revenue and Net Revenue using slicers - else it will not work.
@kjani It can be done with a few adjustments to you table.
1. Add a sort column to your table - this is to make sure the line items appear in the right order.
2. Create a simple measure:
Gross Profit = CALCULATE(SUM(ProfitWaterfallTable[Amount]))
3. Add the Waterfall chart as shown in example.
4. You can only add one customer at a time and exclude the Gross Revenue and Net Revenue using slicers - else it will not work.
