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tung2323
New Member

dynamic x asix and custom ordering in Simple Waterfall

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?

tung2323_6-1752827936741.png

tung2323_5-1752827920072.png

tung2323_7-1752827963281.pngtung2323_8-1752827977876.png

tung2323_1-1752826968992.png

tung2323_2-1752826997758.png

 

tung2323_3-1752827089804.png

 

#2 ording 
column "sorting" is added for the breakdown item.
Is this possible to arrange the display order in simple waterfall with column "sorting"?

tung2323_4-1752827380538.png

 

 

4 REPLIES 4
danextian
Super User
Super User

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?





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

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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?

danextian_0-1753072395783.png

 

As to the sorting, column values are sorted alphabetically or by a custom sort column. 

danextian_1-1753072735429.png

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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.

tung2323_0-1753079463684.png

2. I tried to do the sorting in table view and waterfall chart got no change in sorting

tung2323_1-1753080006692.png

 

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