![]() ![]() On the Visualizations > Format visual pane, select Breakdown, and set the Maximum breakdowns value to 2. You can configure the chart to highlight that information. Let's say you're only interested in the top two contributors. Notice the month of February now has six data points instead of only one. The chart now includes the top five contributors to increases or decreases for each fiscal month. Power BI uses the Territory value in the Breakdown section to add more data to the visualization. This action adds a corresponding Breakdown field on the Visualizations pane.Įxpand the width of the waterfall chart to see more of the data. On the Data pane, expand Store and select the Territory checkbox. Let's take a closer look at the data to see what's contributing most to the changes from month to month. On the More options (.) > Sort axis menu, change the sort back to FiscalMonth and Sort ascending. In this view, the month of March has the largest positive variance and July has the largest negative variance. The chart updates to show the Total Sales Variance data in descending order. This action changes the sort from the FiscalMonth category to the Total Sales Variance. On the More options (.) > Sort axis menu, select Total Sales Variance. A checkmark appears next to options represented in the chart visualization. ![]() Notice the checkmark next to FiscalMonth and Sort descending. ![]() Open the More options (.) > Sort axis menu. Notice that August has the largest variance and January has the smallest variance. This action changes the sort order of the FiscalMonth category to descending by month. On the Total Sales Variance chart, select More options (.) > Sort axis > FiscalMonth. ![]() You can change the sort order to view different perspectives of the data. In our example, the data is sorted by month in ascending order, January to August, for the FiscalMonth category. When Power BI creates the waterfall chart, the data is displayed in ascending or chronological order for the category. The initial view of the category data shows the values in ascending order. Power BI updates the waterfall chart with the data in the FiscalMonth category. On the Data pane, expand Time and select the FiscalMonth checkbox. This action exposes the Category and Breakdown sections on the Visualizations pane. To convert the visualization into a waterfall chart, select Waterfall chart on the Visualizations pane. This action configures the Total Sales Variance data as the Y-axis for the chart on the Visualizations pane. By default, Power BI presents the data as a clustered column chart. On the Data pane, expand Sales and select the Total Sales Variance checkbox. The following steps create a waterfall chart to display sales variance (estimated sales versus actual sales) by month. The sample opens in report view.Īt the top, select Edit to open the Report editor. On the Learning center page, under Sample reports, locate and select the Retail Analysis Sample to download it. This tutorial uses the Retail Analysis Sample in the Power BI service. The Retail Analysis Sample PBIX file opens in report view.Īt the bottom, select the green plus symbol In Power BI Desktop, select File > Open report.īrowse to and select the Retail Analysis Sample PBIX file, and then select Open. This tutorial uses the Retail Analysis Sample PBIX file.ĭownload the Retail Analysis Sample PBIX file to your desktop. Visualize how much money you earn and spend each month, and the running balance for your account. Illustrate the beginning and ending headcount for your company in a year. Plot your company's annual profit by showing various sources of revenue and arrive at the total profit (or loss). Represent changes for a measure across time, a series, or different categories.Īudit major changes that contribute to a total value. Waterfall charts are a great choice for many scenarios: Waterfall charts are also called bridge charts. The resulting view creates a picture similar to a concave or convex wave or a random waterfall cascade. The position of the intermediate columns can fluctuate between the initial and final values. A starting point for an intermediate column can be on the horizontal axis or on another axis parallel to the main axis. The intermediate values are floating columns. The initial and final value columns are often configured to always start from the horizontal axis. The columns are color coded so you can quickly notice increases and decreases across the data. These charts are useful for understanding how an initial value (like net income) is affected by a series of positive and negative changes.Įach measure of change is a column on the chart. Waterfall charts show a running total as Power BI adds and subtracts values. ![]()
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