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Advanced Waterfall Chart in Power BI

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(@jwr)
Posts: 4
Active Member
Topic starter
 

Hi Forum,

I have a tabel with all my open invoices, and have been asked to create a waterfall chart, that shows a break down of net working days in a waterfall chart.

But normally a waterfall chart is created based on one record per break down element.

My plan is to create a calculated table that contains a group by element that is my break down element and that sums all invoices that is part of a breakdown element.

An example all invoices, that is between 7 and 14 days overdue will be grouped together.

But is this a good way to handle this issue, or has anyone experience on how to handle the waterfall chart in a similar way?

Also I would like to start with my total, and not end with it. Has anyone solved that issue?

Best regards

Jørgen

 
Posted : 21/02/2018 8:16 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Jørgen,

I've not considered a waterfall chart for this purpose before. Have you tried it? Did you have any problems creating it?

Other chart suggestions I'd use are:

  • Histogram (make sure the bins are the same size)
  • Stacked bar or column chart
  • Clustered bar or column chart.

 Mynda

 
Posted : 21/02/2018 7:02 pm
(@jwr)
Posts: 4
Active Member
Topic starter
 

So far I have not tried it in Power BI, but my end user have had it based on Power Pivot in Excel beforehand - So he is not prepared to have any other solution Cry

I will have a test of it during the weekend and will let everybody know how it goes.

Any suggestions for swopping the total to the other end?

regards

Jørgen

 
Posted : 24/02/2018 10:34 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Jørgen,

If he is already able to create it with Power Pivot in Excel then it's likely you can do it in Power BI, as it also uses the Power Pivot engine. In fact you should be able to import the Excel file into Power BI to test it.

Waterfall charts plot the data in the order you give it, so you just need to make sure the total is at the beginning of your list of data.

Mynda

 
Posted : 26/02/2018 7:03 am
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