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Michelle1608
New Member

Waterfall Breakdown Static instead of Dynamic

Hello community,

I've been working on creating a waterfall chart using Power BI, involving two tables and one measure. I'm encountering an issue with the sorting of the breakdown in the chart, and I'm seeking some guidance.

Here's a brief overview of my setup:

Category Column:

  • Consists of "Contract Revenue" and "Final EBIT."
  • Includes a column for ordering.

Action Column:

  • Consists of "Reported," "Unreported," "Budgeted," and includes a column for ordering.

Y-axis Code (Overdues Variance v26):

Overdues Variance v26:=
VAR _SelValCat = SELECTEDVALUE(CategoryWaterfall[Category])
VAR _SelValBreakdown = SELECTEDVALUE('SortingWaterfall'[Action])

RETURN
SWITCH (
_SelValCat,
"Contract Revenue at Review/Completion",
SWITCH (
_SelValBreakdown,
"Budgeted Cost", [Budgeted Cost2] * -1 ,
"Reported Leakage", [Copy of Sum of reported leakage +]* -1,
"Unreported EBIT Loss", [Unreported EBITloss2] * -1,
SUM(FactProject[fgr_estimatedcontractpriceatcompletion_Base])),
"Final EBIT",
SWITCH (
_SelValBreakdown,
"Budgeted Cost", 0,
"Reported Leakage", 0,
"Unreported EBIT Loss", 0,
SUM(FactProject[Final EBIT])))

Despite my efforts, the breakdown items are not sorting properly and seem to be switching places randomly due to the connected values.

Any ideas or suggestions on how to solve this sorting issue would be greatly appreciated! Thank you in advance for your assistance.

Michelle1608_0-1706701702755.png

 



1 REPLY 1
v-heq-msft
Community Support
Community Support

Hi @Michelle1608 ,

Sorting by break-down in a customized order is not currently supported in power bi, which only supports ascending or descending sorting, and that is by design.

If you would like to suggest  feature improvements, you may  vote the idea and comment Microsoft Idea (powerbi.com) to improve this feature. It is a place for customers provide feedback about Microsoft Office products . What’s more, if a feedback is high voted there by other customers, it will be promising that Microsoft Product Team will take it into consideration when designing the next version in the future.
For more details on the waterfall model you can refer to this official document:
Waterfall charts in Power BI - Power BI | Microsoft Learn

Best regards

Albert He

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

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