waterfall chart logic

[172heavy]

Hello, I am not quite sure how to phrase my question so I apologize in advance, I have a data-set which is fairly standard. We are evaluating the rental rate for each given period based on a DAX pattern in wich I use the typical cumulative total pattern (in reverse) very succesfully in getting my bar chart info which shows the declining revenue each month. The issue I am having is when I try to use show the to-go revenue for a given project, I can create a waterfall chart that shows this very easily but I want to just show this as a line in the bar chart and I cannot figure out how to to this. I assume that since the waterfall chart does this very calulation in just a few seconds that I have all of the required data but again I am stumped. I have spent approx 30 hours messing with this and I am giving up and asking for help.

The question is where can I get to the logic that builds the waterfall chart or is there a tutorial on custom waterfall charts the value I am after is the incrmental period to date total as well as the total at the end of the waterfall chart.

thank you,

josh

[klabir]

Hello @172heavy

maybe you have a look at the Ultimate Power BI Waterfall Custom Visual. It has a lot of clever functionality build in. Like sub totals, Start value and many more...

http://dataviz.boutique/2017/03/22/powerbi-ultimate-waterfall-custom-visual/

[v-qiuyu-msft]

Hi @172heavy,

You can refer to this Waterfall chart tutorial: Waterfall charts in Power BI (Tutorial).

If issue persists, please share some sample data and screenshots about the desired results for our analysis.

Best Regards,
Qiuyun Yu

[parry2k]

Hi there,

Can you post sample data and also share expected result? as far as i understood you want cummulative total and show as line chart? It will be good to know if you have more than one table, if yes, how those are related.

Thanks,