Forum Discussion
Waterfall visual: add additional disconnected bart
Hi PowerToBI ,
In the standard Power BI waterfall chart, the running baseline is fixed and continuous across the entire visual.
The chart does not support restarting or resetting the baseline at an intermediate category. A baseline reset is only possible when using the automatic final Total column, or splitting the logic across separate visuals. Because of this built-in behavior, two categories cannot independently start from the same baseline within a single standard waterfall.
Consequently, a configuration where multiple categories e.g. Intro and Start independently originate from the same baseline cannot be achieved within a single instance of the standard Power BI waterfall visual.
Hope this helps.
Thank you.
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
- Put Category from your CategoryTable on the X-Axis or Rows.
- Put Breakdown from your BreakdownTable in the Legend or Columns.
- 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"!