Waterfall chart problem

[palkamj]

Hi,

I have data that shows sales transactions over a couple of years. The columns consist of date, customer, product and sales amount. I'm trying to create a waterfall chart that compares the sales of this year to those of the previous year for each month. I was able to manage this by grouping the data according to date, copying the resulting table to excel and rearranging the data so that I have a column for change in sales. I then loaded this new excel file to Power BI and was able to use the change in sales -column as Y-axis in my waterfall chart.

The problem with the approach above is that I lose any interactivity, as in I can't filter the visualization by customer and product to see which products have done well and which haven't. For this I somehow need to build the visualization without managing the data with excel in between, and this I haven't figured out how to do. Could anyone here help me?

[v-jiascu-msft]

Hi @palkamj,

Please provide your original data (dummy data is enough) and the result you want. The steps you have applied in Excel can be done in Power BI. 

Tips: you can upload your file into OneDrive, Dropbox or Google Drive, then post the link here to share you data.

Best Regards!

Dale