Waterfall sums and total messed up when categorizing

[Spigaw]

Hello,

I am working on waterfall chart showing a simple evolution between dates. Basically, here are the numbers I am looking to get:

However, when adding the data type in the breakdown, PBI transforms some + in -, or - in +, and the total is wrong:

You will find below the sample dataset I am using for this graph.

Period	Type	Sum
01/12/2021	Down 1	-17
01/12/2021	Up 1	27
01/12/2021	Up 2	4
01/12/2021	Up 3	178,5
01/05/2022	Down 2	-3
01/05/2022	Down 1	-15
01/05/2022	Up 1	5
01/05/2022	Up 4	437,5
01/05/2022	Up 2	5

Thanks in advance for any help.

[TomasAndersson]

So since you have multiple values of the same type, the program calculates the difference between them for each type in the second example. So “Up 1” becomes -22 as 5 is 22 less than 27, instead of 5+27=32. 

I would try to use the actual values you have (I guess these are some types of calculated deltas already?) if you want a waterfall, or do some variation with other types of visuals if you want to use these. With a waterfall, you right now get the difference of your difference.

I found a way using the data you have here, but not in a very effective way. I created a new table with rows so that each type had a entry both in 2021 and 2022. Then I used a calculated column to calculate the cumulative difference from the start (so that in May, the December values are added as well):

Using that column for the Sum in the waterfall gave the expected output, although “2022” would have to be interpreted as cumulative change, 2021+2022 which might be confusing for a user.

[v-yingjl · Accepted solution]

Hi @Spigaw ,

You can use Type and Period as Category.

Output:

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Spigaw]

I finally used this simple solution, thanks for your help and the other contributors too!

[Spigaw]

Thank you for this answer! However, it does not totally resolve my case as I need to have the two totals (one for 12/2021 and another for 05/2022).

Is it possible to achieve?