Forum Discussion

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 a...
Need Help
  • v-jiascu-msft's avatar
    v-jiascu-msft
    7 years ago

    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

Kopek's avatar
Kopek
Helper IV
7 years ago

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!

v-jiascu-msft's avatar
v-jiascu-msft
Microsoft Employee
7 years ago

Hi Kopek,

 

Is this the original data? Seems it shouldn't be like this.

 

Best Regards,

Dale

  • Kopek's avatar
    Kopek
    Helper IV
    7 years ago

    Hi Dale,

     

    so maybe the problem is that i set up data wrongly.

    Could you please advise me how it should be set up ?

     

    I use PowerBI for some time, but i have never used waterfall chart unfortunately.

     

    Thanks!

    Monika

    • Kopek's avatar
      Kopek
      Helper IV
      7 years ago

      Basically, my data has some strating point  let's say 10 and after that I have categories listed.

      In between of categories I would like to see some milestones (totals) - that's why i set it up in this way. 

      • Kopek's avatar
        Kopek
        Helper IV
        7 years ago

        All, sorry for spamming - but I did one more thign to make it more clear (?)

         

         

        Below is one of set up of data I have prepared to build the waterfall chart. And the end result is almost ok.

        The problem is that milestone I and milestone II are shown as 0, whereas I would like to have it shown as total of previous bars. So Milestone I (total) should show 7.87 and milestone  II (total)  should be 8.67 and should have the same colour as total bar. Also starting point should have the sae colour as total bar.

         

        I assume the problem is with the formatting source data, but I have no idea how to change it. I tried several different ways of formatting it, but nothing really works...

         

         

        Will be really grateful if anyone can help me.

         

         

        Thanks,

        Monika