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Kopek's avatar
Kopek
Helper IV
7 years ago
Solved

Waterfall chart issue

Hi Everyone!

 

I wouldlike to create waterfall chart, but with quite different data.

Please find screenshot below - this chart was done in the excel and I would like to move it to powerBi, but I am really struggling.

 

 

 

Total 3 should be $8,4, not $8.6 ;)

 

Basicaly I would like to start with fix amount - total 1 ($10) after that I have category 1 =0, next category 2 = -2$, next is total 2 = total 1 + (category 1 + category 2), next is category 3 = +0.5$ and category 4 = +0.1$ and total 3 = total 2 + (category 3 + category4).

The problem is that all my categories are different, so when I use breakdown in PowerBI I have total 1 bar with -> category 1, category, 2, category3, category 4, then total 2 bar with- > category 1, category, 2, category3, category 4 and total 3 as a sum of everything....

 

Are you able to let me know how to  achieve it ? Is it possible to have it done in PowerBi ?

 

Hope it make sense... 

 

Thank you!

Monika

  • Hi Monica,

     

    According to my test, the breakdown in the Power BI Waterfall chart exists in all milestones. Please check out the demo in the attachment. So the data could be like below. 

    Name       Category      Value

    m1 start 10
    m2 start 10
    m2 Category 2 -2.13
    m3 start 10
    m3 Category 2 -2.13
    m3 Category 3 0.6
    m3 Category 4 0.2
    m4 start 10
    m4 Category 2 -2.13
    m4 Category 3 0.6
    m4 Category 4 0.2
    m4 Category 8 3.6

    waterfall

     

     

    Best Regards,

    Dale

9 Replies

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee

    Hi Monika,

     

    Please share a dummy sample. That would help us to find out where went wrong.

     

    Best Regards,

    Dale

    • Kopek's avatar
      Kopek
      Helper IV

      Good Morning,

       

      Please find sample data below (sorry I have no idea how to attach excel)

       

      NameCategoryValue
      Start 10
       Category 10
       Category 2-2
      Total 2 8
       Category 30.5
       Category 40.1
      Total 3 8.6

       

      I have tried to set it up in few different ways, but it did not work.

       

      Will appreciate any help!

       

      Thank you,

      Monika

      • Kopek's avatar
        Kopek
        Helper IV

        Hi All,

         

        Sorry, sample data are like that (without total 3 since it's auto-calculated) :

         

        NameCategoryValue
        Start 10
         Category 10
         Category 2-2
        Total 2 8
         Category 30.5
         Category 40.1

         

        Thanks!