Forum Discussion
Waterfall does not display as needed
Hi ryanli1982 ,
I see what you're trying to achieve and I think you're really close — just a small tweak might fix the issue.
From what I understand, the problem is that the monthly expense for FY24/25 Q1 is showing up before that quarter, instead of between Q1 and Q2 as expected. This usually happens when the logic in the measure doesn't align with how the visual interprets the data contextually.
Looking at your measure, you're using SELECTEDVALUE(Category[Category_Sort]) and Breakdown[Breakdown] to drive the SWITCH logic. But the issue might be that the quarter context isn't being handled explicitly — especially if the visual is aggregating or sorting based on something like Fiscal_Q_ID or a similar field.
Here’s a couple of things you might want to try:
Make sure your axis (x-axis) in the visual is sorted properly — ideally by a numeric index like Fiscal_Q_ID or a custom sort column. Sometimes visuals misplace values if the sort order isn't strict.
In your measure, try to explicitly bring in the quarter context using something like:
VAR _CurrentQtr = SELECTEDVALUE('DateTable'[Fiscal_Q_ID])Then use that to filter your calculations more precisely. For example:
VAR _monthly = CALCULATE(SUM(raw_data_table[Accu_Monthly]), 'DateTable'[Fiscal_Q_ID] = _CurrentQtr)
This ensures that the value is tied to the correct quarter, not just floating based on the visual's grouping.
Also double-check if your Accu_Monthly column is cumulative or not. If it's cumulative, you might need to subtract the previous quarter’s value to get the delta for the current quarter.
Let me know if you want help rewriting the measure with these ideas — happy to help further.
If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.
This response was supported by AI for translation and text editing.
Hi ryanli1982 ,
I see what you're trying to achieve and I think you're really close — just a small tweak might fix the issue.
From what I understand, the problem is that the monthly expense for FY24/25 Q1 is showing up before that quarter, instead of between Q1 and Q2 as expected. This usually happens when the logic in the measure doesn't align with how the visual interprets the data contextually.
Looking at your measure, you're using SELECTEDVALUE(Category[Category_Sort]) and Breakdown[Breakdown] to drive the SWITCH logic. But the issue might be that the quarter context isn't being handled explicitly — especially if the visual is aggregating or sorting based on something like Fiscal_Q_ID or a similar field.
Here’s a couple of things you might want to try:
Make sure your axis (x-axis) in the visual is sorted properly — ideally by a numeric index like Fiscal_Q_ID or a custom sort column. Sometimes visuals misplace values if the sort order isn't strict.
In your measure, try to explicitly bring in the quarter context using something like:
VAR _CurrentQtr = SELECTEDVALUE('DateTable'[Fiscal_Q_ID])Then use that to filter your calculations more precisely. For example:
VAR _monthly = CALCULATE(SUM(raw_data_table[Accu_Monthly]), 'DateTable'[Fiscal_Q_ID] = _CurrentQtr)
This ensures that the value is tied to the correct quarter, not just floating based on the visual's grouping.
Also double-check if your Accu_Monthly column is cumulative or not. If it's cumulative, you might need to subtract the previous quarter’s value to get the delta for the current quarter.
Let me know if you want help rewriting the measure with these ideas — happy to help further.
If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.
This response was supported by AI for translation and text editing.