Waterfall chart in Power BI

[Syndicate_Admin]

I need help with Power BI. I have to create a waterfall chart (like the attached image), where the first bar should go in blue. Bars 2, 3, 4, 5 must vary their color (green/red) if the value increases/decreases, and bar 6 is also blue (it is the total of the 5 previous columns), in fact I must change the name of total to that column to the measure of the graph. If someone can help me and/or guide me, I would be grateful (if you need the DAX measures already created for the amounts, let me know).

[v-sdhruv]

Hi @Syndicate_Admin ,

Since we didnt hear back, we would be closing this thread.
If you need any assistance, feel free to reach out by creating a new post.

Thank you for using Microsoft Community Forum

[v-sdhruv]

Hi @Syndicate_Admin ,

Just wanted to check if you got a chance to review the suggestions provided and whether that helped you resolve your query?

[v-sdhruv]

Hi @Syndicate_Admin ,
Just wanted to check if you got a chance to review the suggestions provided and whether that helped you resolve your query?

Thank You @Ritaf1983  and @MohamedFowzan1  for your valuable inputs to the query.

[Ritaf1983 · Accepted solution]

Hi @Syndicate_Admin 
Please relate to my responce in the linked discussion :

https://community.fabric.microsoft.com/t5/Desktop/Workaround-Different-Bar-Colours-for-simple-waterf...

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

[MohamedFowzan1]

Hi @Syndicate_Admin 

Prepare Your Data Table

Your data should have at least these columns:

• Category (e.g., "Mg. Contribución Jun-25 Plan", "Δ Mg. Servicios", etc.)

• Value (numerical deviation or total)

• Type ("Increase", "Decrease", "Total", or "Start" for coloring purposes)

Example data structure:

Category Value Type

Mg. Contribución Jun-25 Plan	176	Start
Δ Mg. Servicios	-318	Decrease
Δ Mg. Equipos	26	Increase
Δ C. Op. VP Digital	-16	Decrease
Δ C. Comercial	-42	Decrease
Mg. Contribución Jun-25 Real	-174	Total

2. Insert a Waterfall Visual

• In Power BI, select the Waterfall chart visual from the “Visualizations” pane.

• Drag Category to the X-axis.

• Drag Value to “Y-axis” or “Values”.

3. Set Proper Bar Colors

Power BI default waterfall chart automatically assigns colors, but to customize:

• Go to Format panel for the visual.

• Expand Data colors.

Set colors manually for each “Category”:

• Set the first bar (“Start”) and last bar (“Total”) to Blue.

• Set “Increase” type bars (positive values) to Green.

• Set “Decrease” type bars (negative values) to Red.

If you don’t see options to set colors by data, use “Conditional formatting”:

• In “Data colors”, click the “fx” (function) button to apply rules.

• Base the formatting on your “Type” (if you have “Type” column):

  • If “Type” is “Increase”, set color to green.

  • If “Type” is “Decrease”, set color to red.

  • If “Type” is “Start” or “Total”, set color to blue.

4. Rename the Total Column

Power BI allows replacing labels:

• Click on the last bar (Total) in the chart.

• In the Data label properties or through the Data table, you can rename the “Total” to your measure (e.g., “Mg. Contribución Jun-25 Real”).

• Alternatively, edit the value in your data table to show the desired label.

[Syndicate_Admin]

Thanks for the answer.

I will try to apply it.

Anyway, these are my measurements:

Tabla_EstadoResultados4 = 
DATATABLE(
    "Cascada", STRING,
    "OrdenCascada", INTEGER,
    "ColorHex", STRING,
    "TipoBarra", STRING,
    {
        {"Mg Contribución 2025P", 1, "#10069F", "Total"},
        {"Δ Mg Servicios", 2, "", "Variacion"},
        {"Δ Mg Equipos", 3, "", "Variacion"},
        {"Δ C. Op. VP Digital", 4, "", "Variacion"},
        {"Δ C. Comercial", 5, "", "Variacion"},
        {"Mg Contribución Real", 6, "#10069F", "Total"},
        {"Mg Contribución Frcst", 7, "#10069F", "Total"},
        {"Margen Directo Total", 8, "", "Variacion"},
        {"Margen Contribución", 9, "", "Variacion"},
        {"EBITDA", 10, "", "Variacion"}
    }
)



Cascada_Mg_RP = 
VAR LineaSeleccionada = SELECTEDVALUE('Tabla_EstadoResultados4'[Cascada])
VAR TipoIngresoR = "Real"
VAR TipoIngresoP = "Plan"
VAR Anio = 2025
VAR MesHoy = MONTH(TODAY()) - 2
VAR HayFiltroMes = ISFILTERED('Dim_Calendario'[MesCorto])

----- MARGEN SERVICIOS REAL -----
VAR IngresosServiciosReal =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "01. Ingresos Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "01. Ingresos Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR CostosServiciosReal =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "02. Costos de Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "02. Costos de Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR MargenServiciosReal = IngresosServiciosReal + CostosServiciosReal

----- MARGEN SERVICIOS PLAN -----
VAR IngresosServiciosPlan =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "01. Ingresos Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "01. Ingresos Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR CostosServiciosPlan =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "02. Costos de Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "02. Costos de Servicios",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR MargenServiciosPlan = IngresosServiciosPlan + CostosServiciosPlan
VAR MargenServicios = MargenServiciosReal - MargenServiciosPlan

----- MARGEN EQUIPOS REAL -----
VAR IngresosEquiposReal =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "04. Ingresos por venta de equipos / productos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "04. Ingresos por venta de equipos / productos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR CostosEquiposReal =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "05. Costos de Equipos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "05. Costos de Equipos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR MargenEquiposReal = IngresosEquiposReal + CostosEquiposReal

----- MARGEN EQUIPOS PLAN -----
VAR IngresosEquiposPlan =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "04. Ingresos por venta de equipos / productos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "04. Ingresos por venta de equipos / productos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR CostosEquiposPlan =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "05. Costos de Equipos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Costo N1] = "05. Costos de Equipos",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR MargenEquiposPlan = IngresosEquiposPlan + CostosEquiposPlan
VAR MargenEquipos = MargenEquiposReal - MargenEquiposPlan

----- COSTOS OPERACIONALES -----
VAR RealCostosOperacionales =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "G. Costo Operacional Serti",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "G. Costo Operacional Serti",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR PlanCostosOperacionales =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "G. Costo Operacional Serti",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "G. Costo Operacional Serti",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR MargenCostosOperacionales = RealCostosOperacionales - PlanCostosOperacionales

----- COSTOS COMERCIALES -----
VAR RealCostosComerciales =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "F. Costo Comercial",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "F. Costo Comercial",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR PlanCostosComerciales =
IF(
    HayFiltroMes,
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "F. Costo Comercial",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
    ),
    CALCULATE(
        SUM('Base_Margen'[Monto]),
        'Base_Margen'[Linea Template] = "F. Costo Comercial",
        'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
        'Base_Margen'[Año] = Anio,
        'Base_Margen'[Mes] <= MesHoy
    )
)

VAR MargenCostosComerciales = RealCostosComerciales - PlanCostosComerciales

VAR MgContribucion =
CALCULATE(
    SUM('Base_Margen'[Monto]),
    'Base_Margen'[Linea Template] IN
    {
        "A. Ingreso Servicios", "B. Costo Servicios D", "C. Electricidad",
        "D. Ingresos por Equipos", "E. Costo por Equipos",
        "F. Costo Comercial", "G. Costo Operacional Serti"
    },
    'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
    'Base_Margen'[Año] = Anio
)
-
CALCULATE(
    SUM('Base_Margen'[Monto]),
    'Base_Margen'[Linea Template] IN {
        "A. Ingreso Servicios", "B. Costo Servicios D", "C. Electricidad",
        "D. Ingresos por Equipos", "E. Costo por Equipos",
        "F. Costo Comercial", "G. Costo Operacional Serti"
    },
    'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
    'Base_Margen'[Año] = Anio
)


----- RESULTADO FINAL -----
VAR Resultado =
SWITCH(
    TRUE(),

    LineaSeleccionada="Mg Contribución 2025P",
    IF(
        HayFiltroMes,
        CALCULATE(
            SUM('Base_Margen'[Monto]),
            'Base_Margen'[Linea Template] IN {
                "A. Ingreso Servicios", "B. Costo Servicios D", "C. Electricidad",
                "D. Ingresos por Equipos", "E. Costo por Equipos",
                "F. Costo Comercial", "G. Costo Operacional Serti"
            },
            'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
            'Base_Margen'[Año] = Anio,
            'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
        ),
        CALCULATE(
            SUM('Base_Margen'[Monto]),
            'Base_Margen'[Linea Template] IN {
                "A. Ingreso Servicios", "B. Costo Servicios D", "C. Electricidad",
                "D. Ingresos por Equipos", "E. Costo por Equipos",
                "F. Costo Comercial", "G. Costo Operacional Serti"
            },
            'Base_Margen'[Tipo Ingreso] = TipoIngresoP,
            'Base_Margen'[Año] = Anio,
            'Base_Margen'[Mes] <= MesHoy
        )
    ),

    LineaSeleccionada="Δ Mg Servicios", MargenServicios,
    LineaSeleccionada="Δ Mg Equipos", MargenEquipos,
    LineaSeleccionada="Δ C. Op. VP Digital", MargenCostosOperacionales,
    LineaSeleccionada="Δ C. Comercial", MargenCostosComerciales,

    LineaSeleccionada="Mg Contribución Real",
    IF(
        HayFiltroMes,
        CALCULATE(
            SUM('Base_Margen'[Monto]),
            'Base_Margen'[Linea Template] IN {
                "A. Ingreso Servicios", "B. Costo Servicios D", "C. Electricidad",
                "D. Ingresos por Equipos", "E. Costo por Equipos",
                "F. Costo Comercial", "G. Costo Operacional Serti"
            },
            'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
            'Base_Margen'[Año] = Anio,
            'Base_Margen'[Mes] IN VALUES('Dim_Calendario'[MesNum])
        ),
        CALCULATE(
            SUM('Base_Margen'[Monto]),
            'Base_Margen'[Linea Template] IN {
                "A. Ingreso Servicios", "B. Costo Servicios D", "C. Electricidad",
                "D. Ingresos por Equipos", "E. Costo por Equipos",
                "F. Costo Comercial", "G. Costo Operacional Serti"
            },
            'Base_Margen'[Tipo Ingreso] = TipoIngresoR,
            'Base_Margen'[Año] = Anio,
            'Base_Margen'[Mes] <= MesHoy
        )
    ),

    LineaSeleccionada="Mg Contribución", MgContribucion
)

VAR Color = 
SWITCH(
    TRUE(),
    LineaSeleccionada IN {"Mg Contribución 2025P", "Mg Contribución Real"}, "#10069F",
    LineaSeleccionada="Mg Contribución", "#FFFF00",
    Resultado >= 0, "#47E844",
    Resultado < 0, "#D30815",
    "#808080"
)

RETURN Resultado

Si me guías, te lo agradecería.