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MPiera
New Member

Creating subtotals in Waterfall chart

Hi, I am trying to create a waterfall chart in PowerBI that looks something like this:

MPiera_0-1686921175753.png

However, I do not know how to assign specific categories within my dataset to act as "totals" or subtotals".

I would appreciate someones advice on how to set-up my dataset and visual in Excel and powerBI, respectivelly.

Thank you very much in advance,

Kind regards.

1 REPLY 1
yasmeenwilde
Advocate I
Advocate I

Hello, I'm having the same problem. Did you find a solution? On Power BI, I only see Decrease, Increase and Total by default. There is no setting a category as a subtotal like in Excel. A nondynamic alternative workaround I used is to use Textbox with "Subtotal" label on the category bar to label the bar as a subcategory. Another alternative is to include Subtotal as part of the x-axis label category. 

I also saw another post to import a custom waterfall visual from marketplace but I prefer to use Power BI visual on our desktop due to data privacy requirements. I've submitted an idea for subtotal waterfall, please vote! 

https://community.fabric.microsoft.com/t5/Custom-Visuals-Ideas/Subtotal-on-Waterfall-visual/idi-p/33...

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