Waterfall chart issue

[Kopek]

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

[v-jiascu-msft]

Hi Monika,

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

Best Regards,

Dale

[Kopek]

Good Morning,

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

Name	Category	Value
Start		10
	Category 1	0
	Category 2	-2
Total 2		8
	Category 3	0.5
	Category 4	0.1
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]

Hi All,

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

Name	Category	Value
Start		10
	Category 1	0
	Category 2	-2
Total 2		8
	Category 3	0.5
	Category 4	0.1

Thanks!

[v-jiascu-msft]

Hi @Kopek,

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

Best Regards,

Dale

[Kopek]

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]

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]

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

[v-jiascu-msft · Accepted solution]

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

Best Regards,

Dale

[Kopek]

@v-jiascu-msft  Hi Dale,

I think I understood how waterfall charts works, and it simply won't work for our needs.

We'd rather use one of bar chart.

But anyway, I am very grateful for your help. 

Thanks a lot!

Monika