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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Waterfall total different from calculated measure

Dear,

 

I'm having an agregattion problem in the total of the Waterfall graphic.

In the table I have the correct amount: 1.200 but in the Waterfall it gives 5400.

 

Waterfall & Table

 

I have the following model:

RelationsAccount PlanCFFormatData

I have two formulas:

actual = sum(Data[Amount])

 

Consolidated Actual =

VAR subtotalactual = IF(COUNTROWS(CFFormat)=1;

    CALCULATE([actual];ALL(CFFormat);CFFormat[FormatCode]<=VALUES(CFFormat[FormatCode])))

VAR iffiltered = ISFILTERED(AccountPlan[Classification2])

VAR subtotal = MAX(CFFormat[Subtotal])

RETURN

IF(AND(iffiltered=TRUE();subtotal=1);BLANK();

SWITCH(

    TRUE();

    SELECTEDVALUE(CFFormat[Subtotal])=0;[actual];

    SELECTEDVALUE(CFFormat[Subtotal])=1;subtotalactual;BLANK()

)

)

 

I don't understand what should be different to have the correct total amount in the waterfall since the table gives me the correct cumullative amount.

 

Could you please advise? 

6 Replies

  • HotChilli's avatar
    HotChilli
    Icon for Community Champion rankCommunity Champion

    In the table, Account 5, 10, 12 are treated as subtotals but the waterfall chart (which charts +ve and -ve increments) uses each of those values as a +ve increment. At the end, these +ve increments get included in the total.

     

    The total in the table is the measure you've written applied across the whole table.

    The total in the chart is the net value of increments and decrements.

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks HotChilli 

       

      So I can't show the same total as in the table?

       

      I tried another way but still not the expected result:

      I made a support table as Category with start (Net Revenues) and end of the graphic (Free Cash Flow), created a Breakdown by group but then the only available classification is by amount.

      I need to be able to order the amount respecting the Financial Statement, from account 1 to 14.

       

      Can you please suggest a workaround? I don't see how to trick the graphic to show the value I want in the order I want.

      • HotChilli's avatar
        HotChilli
        Icon for Community Champion rankCommunity Champion

        Isn't the data in the 'data' table what you want to display?  It should work because it's all at the same granularity.

         

        If you have difficulties with ordering, (it might work if it's in alphabetical order) then use 'Sort by Column' functionality.

        If you have the relationships set up correctly, you should be able to sort by FormatCode column