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SundarRaj's avatar
SundarRaj
Super User
5 months ago
Solved

Waterfall chart logic over some quarters

Hi,
I am struggling to create a complex Waterfall chart after several attemps and have exhausted my options. Any help on this would be greatly appreciated.

This is  a sample data that I am currently working with:

 

Currency Quarters Attributes Values
INR Q1-2024 PV 20000
INR Q1-2024 IS 10000
INR Q1-2024 RO -6000
INR Q2-2024 PV 24000
INR Q2-2024 IS 5000
INR Q2-2024 RO -4000
INR Q3-2024 PV 25000
INR Q3-2024 IS 10000
INR Q3-2024 RO 0
INR Q4-2024 PV 35000
INR Q4-2024 IS 0
INR Q4-2024 RO -3000
INR Q1-2025 PV 32000
INR Q1-2025 IS 0
INR Q1-2025 RO 0
INR Q2-2025 PV 32000
INR Q2-2025 IS 0
INR Q2-2025 RO -4000
INR Q3-2025 PV 28000
INR Q3-2025 IS 15000
INR Q3-2025 RO -4000


It has a Currency column whcih would work as a slicer. The waterfall logic is such that I would want the waterfall to continue over the some quarters with three categories i.e, PV, IS and RO as breakdowns. 
Assuming Q1 2024 is the first of the lot, the working should be this:
Q1-2024; PV + IS - RO
Now, for Q2-2024, the Q1-2024 calculated value should serve as a base for further calculations in Q2-2024 and so on.
But when it comes to Waterfall Chart, it leads to some issues:

1. Somehow puts in the Total column as a mandatory column which cannot be removed.
2. This means the chart has a Total and PV which serve the same purpose, but if I remove the PV rows all together, it will mess up the total required.
3. It also leads to some unwanted bars in the waterfall chart leading to more confusion.

I'm happy to connect and give out more information on this as well and get to the correct solution. I'd greatly appreciate any help on this. Thanks a lot.
Cheers!

  • Hi,

    Not sure of what you mean by "for Q2-2024, the Q1-2024 calculated value should serve as a base for further calculations in Q2-2024 and so on".  I have done some works in the attached file to help you get started.

    Hope this helps.

     

3 Replies

  • Hi,

    Not sure of what you mean by "for Q2-2024, the Q1-2024 calculated value should serve as a base for further calculations in Q2-2024 and so on".  I have done some works in the attached file to help you get started.

    Hope this helps.

     

    • v-dineshya's avatar
      v-dineshya
      Community Support

      Hi  SundarRaj ,

      Thank you for reaching out to the Microsoft Community Forum.

       

      Hi Ashish_Mathur , Thank you for your prompt response.

       

      Hi SundarRaj ,  could you please try the proposed solution shared by Ashish_Mathur  ? Let us know if you’re still facing the same issue we’ll be happy to assist you further.

       

      Regards,

      Dinesh

      • v-dineshya's avatar
        v-dineshya
        Community Support

        Hi SundarRaj ,

        We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.

         

        Regards,

        Dinesh