Forum Discussion
Waterfall with Opening balance
Hi there,
I am seeking help regarding horizonal waterfal (bridge).
On the x - axis there should be time hierarchy consisting of year,quarter, month and day.
The starting point should be the running total of all movements on the account from the past and from there on we should see every day movements until the end day (selected on slicer) that should give the total of starting point and all movements based on the date selection.
Here is an example in excel.
Thanks for any advise,
Jan
3 Replies
- amitchandak
Super User
JanD , a cumulative measure will "all" should do
example
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))
or
Cumm Sales = CALCULATE(SUM(Table[Amount]),filter(all('Table'),'Table'[date] <=max('Table'[date])))
Thanks amitchandak , but I am not looking for a cumulative calculation only.
It is true, it should start with cumulative summary of all previous amounts, but all days visible in in chart should show the exact amount of the current day, not cumulative value.
The closing amount should be however again cumulative total of all previous values.
Here is the link to PBI model.
https://drive.google.com/file/d/1GmRMFmcbzPBN_mNS3kxCx4z5utqoe38i/view?usp=sharing
Thank you again!
Hi JanD ,
There is currently no way to change the value of Total.
You can also use the Line and clustered column chart visual.
Create measure：
Measure = MAX('data'[Value])Cumm Sales = CALCULATE(SUM(data[Value]),filter(all(data),data[Date] <=max(data[Date])))Best Regards,
Liu Yang
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