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Dellis81
Continued Contributor
Continued Contributor

Waterfall chart start valu

Hello

 

I am attempting to use PBI waterfall chart to show begin values, changes = that add up to the end value.    My base measure is Cost$/unit, which is an annual value.    For example, 2018 $/unit = $400, and ending value 2019 is $525/unit,    I do have a measure reflecting the YOY change by ledger - but would now like to transition to a waterfall chart, with the inital bar = $400, and then with all the +/- end up at $525.   I have a year slicer, so the starting point would be selected value - 1.

There are multiple similar questions already posted - with one solution being a measure.  The other responses are purchasing a commercial visual (probably not likely).    The solution with a measure assumes the initial value is in the dataset - I was unable to make work, as the beginning value was included on allowed dates within the slicer.   My initial value is prior years calculated $/unit.   

 

Appreciate your reponses!

6 REPLIES 6
v-kelly-msft
Community Support
Community Support

Hi @Dellis81 ,

 

I cant simply create a sample data based on your description,so would you pls upload your .pbix file to onedrive business and share the link with us?

 

Best Regards,
Kelly
Did I answer your question? Mark my post as a solution!

Thank you for taking time to help.  Here is a link to OneDrive with a simple example.

https://gangwishseedfarms-my.sharepoint.com/:f:/p/daryl/EgLGt_OqEWFLhcQx4HFGqlABKHHoXwnq5uWb5IQopSwE...

 

I would like the initial bar, representing 2019 for value of $13.30, and then for each category (Labor, Fuel, Supplies) show the YOY change, with the ending bar totaling $16.96.

 

I sure hope this can be done!  Thank you!

Hi @Dellis81

 

Your measure is perfect and I have modified what is shown in the fields of the waterfall chart,and you will see:

Annotation 2020-04-14 104750.pngAnnotation 2020-04-14 104809.png

Is above what you need?

Here is the related .pbix file.

 

Best Regards,
Kelly
Did I answer your question? Mark my post as a solution!

thanks. is the pbx still available?

Hi Kelly, I got an email from you asking if the waterfall question had been answered.   I appreciate your reviewing what I had done, but...  Not quite yet.   In a followup, I responded with an example showing a begin value.WFExample.PNG

 

I have been doing additional reading - and I think this is a limitation of PBI.   I found a reference, asking to vote on it - and as I dug, there were multiple like kind requests.  So, unless something new has recently transpired - I'm not hopeful.  But - maybe you have some magic 🙂

 

thank you@

Thanks, but not quite...  I found an WF image with the concept I want to shoot for.   In my example, the first bar would be the 2018 value of 13.33 and the red/green bars represents the 2019 changes in Labor, Supplies, and fuel.  The ending bar would add up to $17.WFExample.PNG

 

Thank you again!

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