Forum Discussion
dynamic x asix and custom ordering in Simple Waterfall
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?
Super UserInstead 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
For #2, found that Simple Waterfall chart allow sorting of breakdown with custom sorting column.
In Data > Click breakdown, select "Sort by columns" in top panel "Column tools".
Select sorting, then will apply custom sorting in Simple Waterfall chart.