Forum Discussion
Waterfall sums and total messed up when categorizing
- 4 years ago
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.
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.