Creating a waterfall from calculated columns

[nirduek]

Hi there,

I am trying to create a waterfall chart from calculated columns that are not combined under one field (meaning, that I cannot drag a field to the category section on the Visualization pane). Is it possible?

More detailed explanation - as presented in the attached screenshot, I have 3 segments for which I calcualted different financial aspects (revenue, run rate, opportunity size). When I try to create a waterfall chart I receive in return the total financial gain for each segment seperately, while I want to see a breakdown of each financial aspect (the total of the 3 segments together). So, ideally I will see in my chart Revenue (Segment A + B + C), Run Rate (Segment A + B + C), Opportunity (Segment A + B + C), Total.

If anyone knows how can I solve it, that would be great.

Many thank,

Nir

[v-rzhou-msft · Accepted solution]

Hi @nirduek ,

If your table looks like as below, I think you can try my way.

Calculated table:

Table 2 = 
DATATABLE(
    "Category",STRING,
    "Order",INTEGER,
    {
    {"Revenue",1},
    {"Run Rate",2},
    {"Opportunity",3}
    })

 Measure:

Measure = 
SWITCH(MAX('Table 2'[Category]),"Opportunity",CALCULATE(SUM('Table'[Opportunity])),"Revenue",CALCULATE(SUM('Table'[Revenue])),"Run Rate",CALCULATE(SUM('Table'[Run Rate])))

Result is as below.

Best Regards,
Rico Zhou

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

[nirduek · Accepted solution]

Hi Rico,

Thank you very much for your assistance.

Will that method work while using live data import? also, since I cannot create a new table (again, the data is live), will it be enough to only create the measure (so far, it does not work).

Many thanks,

Nir

[v-rzhou-msft · Accepted solution]

Hi @nirduek ,

If your table looks like as below, I think you can try my way.

Calculated table:

Table 2 = 
DATATABLE(
    "Category",STRING,
    "Order",INTEGER,
    {
    {"Revenue",1},
    {"Run Rate",2},
    {"Opportunity",3}
    })

 Measure:

Measure = 
SWITCH(MAX('Table 2'[Category]),"Opportunity",CALCULATE(SUM('Table'[Opportunity])),"Revenue",CALCULATE(SUM('Table'[Revenue])),"Run Rate",CALCULATE(SUM('Table'[Run Rate])))

Result is as below.

Best Regards,
Rico Zhou

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