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Simple Waterfall is used for this YTD waterfall design.
#1 dynamic x axis
Only selected Quarter data is used for waterfall, ie. only 2024 Q4 & 2025 Q1.
SelectedQuaters will take the largest Quarter in selection, and SelectedLastYearQuarter will show the last year Q4 of SelectedQuaters.
The start & end bar chart are from Parameter(taking SelectedQuaters & SelectedLastYearQuarter ), as to dynamically taking the selected quarter.
However, in x axis SelectedQuaters is not showing the correct values as in table.
Is this possible to have the same result as from filter?
#2 ording
column "sorting" is added for the breakdown item.
Is this possible to arrange the display order in simple waterfall with column "sorting"?
Hi @tung2323
Field parameters (whether they use measures or columns) work by creating a calculated table which doesn't react to slicer selections or from cross-filtering. This means that the names of the measures shown in the field parameter won’t update dynamically based on slicer selection. They only reflect changes when the measure formulas themselves are updated, when the model is refreshed, or when the field parameter table is modified. Until then, the field parameter display remains the same.
Also, I'm confused with your measures. It is named YTD but it only picks a quarters value?
Thanks for the reply @danextian
Understood Parameters can't have dynamic values based on the selected fields.
The data are in YTD amount, so taking the last querter value is equal to YTD amount.
Is there any way I can have selected values show in waterfall?
And in the meanswhile, ordering the breakdown in specific order?
Instead of a table that yas the YTD values, why not calculate the YTD value through a measure so the breakdown will always show the ytd values?
As to the sorting, column values are sorted alphabetically or by a custom sort column.
Sorry wrong reply on this message, I still have some questions on this
1. measure "Last Year Amount" is used to calculate last year YTD
In additional, all amount are in YTD value, like if user selected 23Q3, it should take 22Q4 and 23Q3 data only to do the waterfall. If user selected more than one quarter, only the latest quarter is considered. E.g. user selected 23Q3 & 23Q4, only 22Q4 and 23Q4 data are taken.
2. I tried to do the sorting in table view and waterfall chart got no change in sorting
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