Waterfall visual: add additional disconnected bart

Hi PowerToBI ,

Please attach some sample data and expected output (or a mockup that gives an idea of how output should look like) so that we can assist you better.

Please include, in a usable format, not an image, a small set of rows for each of the tables involved in your request and show the data model in a picture, so that we can import the tables in Power BI and reproduce the data model. The subset of rows you provide, even is just a subset of the original tables, must cover your issue or question completely. Alternatively, you can share your .pbix via some cloud service and paste the link here. Do not include sensitive information and do not include anything that is unrelated to the issue or question. Please show the expected outcome based on the sample data you provided and make sure, in case you show a Power BI visual, to clarify the columns used in the grouping sections of the visual.

Need help uploading data? click here

Want faster answers? click here

Hi FBergamaschi ,hi alish_b 

of course. I hope this helps. otherwise I adjust.

KPI detail

In the very end: Intro shall show the value for full year 2024. Start should display YTD 2024 and End should display YTD 2025. The calculation of full year and YTD figures are not an issue. 

Tables

The example tables are as follows:

1. CategoryTable

2. BreakdownTable

3. FactTable

4. DateTable

Hi FBergamaschi , alish_b 

Of course some here are the tables from my example. 

In general and some more context. For the category Intro I want to display kpi FY 2024, for category Start YTD 2024 (Jan-Oct) and for End YTD 2025 (Jan-Oct) shall be displayed. The kpis I do know how to calculate.

The date table is filtering the fact table

1. CategoryTable

2.breakdownTable

3.FactTable

4.date table

Hii PowerToBI 

You want a single visual to display three different time calculations (Full Year 2024, YTD 2024, and YTD 2025) side-by-side. Because these categories don't exist in your data, a standard relationship will not work.

​The Solution: The "SWITCH" Selection Pattern

​Step 1: Ensure CategoryTable is Disconnected

​Make sure there is no relationship line between your CategoryTable and any other table in the Model View. This allows the category to act as a "switch" without filtering the data prematurely.

​Step 2: Create the Master KPI Measure

​Use this measure to detect which row of the CategoryTable is being rendered and apply the specific date logic for each.

Dynamic Category KPI = 
VAR SelectedCat = SELECTEDVALUE('CategoryTable'[Category])

-- Basic Amount Sum
VAR TotalAmount = SUM('FactTable'[Amount])

-- 1. Full Year 2024 (Intro)
VAR FY2024 = 
    CALCULATE(
        TotalAmount,
        'DateTable'[Year] = 2024,
        REMOVEFILTERS('DateTable')
    )

-- 2. YTD 2024 (Start) - Jan to Oct
VAR YTD2024 = 
    CALCULATE(
        TotalAmount,
        'DateTable'[Year] = 2024,
        'DateTable'[Month] <= 10,
        REMOVEFILTERS('DateTable')
    )

-- 3. YTD 2025 (End) - Jan to Oct
VAR YTD2025 = 
    CALCULATE(
        TotalAmount,
        'DateTable'[Year] = 2025,
        'DateTable'[Month] <= 10,
        REMOVEFILTERS('DateTable')
    )

RETURN
SWITCH(
    SelectedCat,
    "Intro", FY2024,
    "Start", YTD2024,
    "End", YTD2025,
    BLANK()
)

Step 3: Build the Visual

1. ​Put Category from your CategoryTable on the X-Axis or Rows.
2. ​Put Breakdown from your BreakdownTable in the Legend or Columns.
3. ​Add the [Dynamic Category KPI] measure to the Values.

Summary for the Community

​To show different time periods in one visual, use a disconnected table for your headers and a SWITCH measure to inject the specific CALCULATE logic for each header.

​If this dynamic calculation solves your category-based KPI tracking, please mark this as the "Accepted Solution"!

HII PowerToBI 

​If this dynamic calculation solves your category-based KPI tracking, please mark this as the "Accepted Solution"!

Hi AshokKunwar , hi all

Thanks for the help. I tried these thing unfortunately without any success. Below a screenshot of the example model as well as the current visual outcome using the idea of AshokKunwar .

With all my tries I usually would either get the same picture as below or one that contains a breakdown for Intro as well which is not what I want to achive. 

Any further tip would be high appreciated. 

best regards

Hi AshokKunwar ,

Thank you very much. 

This was very helpful so far. With a little switch of the labels I was able to almost obtain what I am looking for.

Is there a way that the visual displays the data as follows.

The start label starts at the same level as the Intro. Then Breakdowns are added on top (done) and the End label is the total label for the chart (Start+Breakdowns). Currently it seems that Intro is the starting point for the chart and all other are breakdwon added on top.