cancel
Showing results for
Did you mean:
Regular Visitor

## Creating an Excel "Up Down" Bar chart replica in Power BI

I've been struggling with this for a while and I am posting my first question to this forum hoping for brains trust assistance.

I've been trying to replicate a "Up/Down" bar chart in Power BI showing the difference of a ratio from parity or 1. Essentially it is used to track ratios of two metrics ( A and B or A/B) to each other. If the ratio is 1, then A = B , if it is less than 1 ( say 0.8) then there could be say an overestimation of B the demoninator and if it is greater than 1, then A could be overestimated.

An example of data could be as such.

 Store A B Ratio A : B Alice Springs 3041 2533.95 1.20 Brisbane 8742 6723.95 1.30 Cairns 1031 1085.01 0.95 Darwin 8269 10208.09 0.81

This type of chart is relatively easy to plot in Excel by plotting two lines - one series is the ratio of A:B and the other is parity (1) , and then selecting Up/Down bars in the Design Menu, and then setting the two lines to "no line".  The key point is that the values "hang off" y=1.

I know enough in Power BI to be dangerous but I can't seem to replicate this visualisation.  I am quite happy to do normal variance plots, but certain people HAVE to see the graph as in my screen shot ( labelled 3)

I have begun delving into using ggplot and custom R visuals and lots to pick up.

My question is has anyone tried this before in Power BI? Any pointers at all would be so very appreciated.

1 ACCEPTED SOLUTION

Accepted Solutions
Super Contributor

## Re: Creating Up / Down Bars in visualisation

Here is a suggestion that I hope is close to what you want.

It is a similar approach to the "old-fashioned" way of creating waterfall or Gantt charts in Excel and produces a visual like this:

1. Assuming your table contains a column Ratio A : B already, create a series of measures:
```Average Ratio =
AVERAGE ( Data[Ratio A : B] ) //Arbitrary aggregation if each row is a data point

Difference from 1 =
[Average Ratio] - 1

Blank space =
MIN ( 1, [Average Ratio] )

Difference from 1 Absolute (Pos) =
MAX ( [Difference from 1], 0 )

Difference from 1 Absolute (Neg) =
- MIN ( [Difference from 1], 0 )```

2. Create a Line and Stacked Column Chart
(or you could just use a Stacked Column Chart if you don't need data labels)
3. Put Store on the Shared Axis
4. Put Blank Space, Difference from 1 Absolute (Pos), and Difference from 1 Absolute (Neg) in Column Values
5. Put Average Ratio in Line Values
(this is just to allow data labels showing the ratio itself)
6. Adjust Data colors so that Difference from 1 Absolute (Pos) and Difference from 1 Absolute (Neg) are appropriate colours, and Blank space is white (or other background colour)
7. Change the line Stroke Width to zero
8. Add data labels (if required) just for the Average Ratio series
9. I also played with a report page tooltip, to ensure only the ratio is displayed in the tooltip (this could be tweaked)

One drawback is that the Blank space column values can't be transparent (at the moment anyway) so they have to be white (or a background colour), which means gridlines don't display nicely.

There could well be another custom visual out there that would b more suitable but I couldn't get any to work suitably (played with some of the Gantt & bullet visuals).

Regards,

Owen

Proud to be a Datanaut!

7 REPLIES 7
Regular Visitor

## Visualisation - Up / Down Bars hanging off y axis = 1

Hi there community!

Been struggling with this for a whiile and I am posting my first question to this forum hoping for Brains Trust assistance

I've been trying to replicate a "Up/Down" bar chart in Power BI showing the difference of a ratio from parity or 1 (example below)

Essentially it is used to track ratios of two metrics ( A and B or A/B) to each other. If the ratio is 1, then A = B , if it is less than 1 ( say 0.8) then there could be say an overestimation of B the demoninator and if it is greater than 1, then A could be overestimated.

An example of data could be as such.

 Store A B Ratio A : B Alice Springs 3041 2533.95 1.20 Brisbane 8742 6723.95 1.30 Cairns 1031 1085.01 0.95 Darwin 8269 10208.09 0.81

This type of chart is relatively easy to plot in Excel by plotting two lines - one series is the ratio of A:B and the other is parity (1) , and then selecting Up/Down bars in the Design Menu, and then setting the two lines to "No Line".  The key point is that the values "hang off" y=1.

I know enough in Power BI to be dangerous but I can't seem to replicate this visualisation.  I am quite happy to do normal variance plots, but certain people HAVE to see the graph as in my screen shot ( labelled 3)

I have begun delving into using ggplot and custom R visuals and still  lots to pick up!

My question is has anyone tried making this visualisation before in Power BI? Any pointers at all would be hugely appreciated.

Thanks in advance from sunny (weirdly) Melbourne

Regular Visitor

## Creating Up / Down Bars in visualisation

Hi there community!

Been struggling with this for a whiile and I am posting my first question to this forum hoping for Brains Trust assistance

I've been trying to replicate a "Up/Down" bar chart in Power BI showing the difference of a ratio from parity or 1 (example below)

Essentially it is used to track ratios of two metrics ( A and B or A/B) to each other. If the ratio is 1, then A = B , if it is less than 1 ( say 0.8) then there could be say an overestimation of B the demoninator and if it is greater than 1, then A could be overestimated.

An example of data could be as such.

 Store A B Ratio A : B Alice Springs 3041 2533.95 1.20 Brisbane 8742 6723.95 1.30 Cairns 1031 1085.01 0.95 Darwin 8269 10208.09 0.81

This type of chart is relatively easy to plot in Excel by plotting two lines - one series is the ratio of A:B and the other is parity (1) , and then selecting Up/Down bars in the Design Menu, and then setting the two lines to "No Line".  The key point is that the values "hang off" y=1.

I know enough in Power BI to be dangerous but I can't seem to replicate this visualisation.  I am quite happy to do normal variance plots, but certain people HAVE to see the graph as in my screen shot ( labelled 3)

I have begun delving into using ggplot and custom R visuals and still  lots to pick up!

My question is has anyone tried making this visualisation before in Power BI? Any pointers at all would be hugely appreciated.

Thanks in advance from sunny (weirdly) Melbourne

Community Support Team

## Re: Creating an Excel "Up Down" Bar chart replica in Power BI

You may try adding the following calculated columns, then drag to Value and Color saturation.

```Column =
Table1[Ratio A : B] - 1
```
```Column 2 =
SIGN ( Table1[Column] )
```
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Super Contributor

## Re: Creating Up / Down Bars in visualisation

Here is a suggestion that I hope is close to what you want.

It is a similar approach to the "old-fashioned" way of creating waterfall or Gantt charts in Excel and produces a visual like this:

1. Assuming your table contains a column Ratio A : B already, create a series of measures:
```Average Ratio =
AVERAGE ( Data[Ratio A : B] ) //Arbitrary aggregation if each row is a data point

Difference from 1 =
[Average Ratio] - 1

Blank space =
MIN ( 1, [Average Ratio] )

Difference from 1 Absolute (Pos) =
MAX ( [Difference from 1], 0 )

Difference from 1 Absolute (Neg) =
- MIN ( [Difference from 1], 0 )```

2. Create a Line and Stacked Column Chart
(or you could just use a Stacked Column Chart if you don't need data labels)
3. Put Store on the Shared Axis
4. Put Blank Space, Difference from 1 Absolute (Pos), and Difference from 1 Absolute (Neg) in Column Values
5. Put Average Ratio in Line Values
(this is just to allow data labels showing the ratio itself)
6. Adjust Data colors so that Difference from 1 Absolute (Pos) and Difference from 1 Absolute (Neg) are appropriate colours, and Blank space is white (or other background colour)
7. Change the line Stroke Width to zero
8. Add data labels (if required) just for the Average Ratio series
9. I also played with a report page tooltip, to ensure only the ratio is displayed in the tooltip (this could be tweaked)

One drawback is that the Blank space column values can't be transparent (at the moment anyway) so they have to be white (or a background colour), which means gridlines don't display nicely.

There could well be another custom visual out there that would b more suitable but I couldn't get any to work suitably (played with some of the Gantt & bullet visuals).

Regards,

Owen

Proud to be a Datanaut!

Highlighted
Regular Visitor

## Re: Creating Up / Down Bars in visualisation

Owen, this is awesome.  I have a question in terms of the X Axis and this is my bad . I tried to give a simple explanation and used arbitary categories on the axis (Alice Springs etc) and assumed I could modify it from there.

If the axis was a date , or a date hierachy, would this still work? I tried to modify the measures and created another visualisation , but it falls over.

Here is a variation of the table , with dates

 Date A B Ratio A : B 1/01/2018 117 142 0.82 1/02/2018 108 113 0.96 1/03/2018 152 114 1.33 1/04/2018 137 109 1.26 1/05/2018 110 123 0.89 1/06/2018 139 121 1.15 1/07/2018 197 133 1.48 1/08/2018 115 150 0.77 1/09/2018 176 108 1.63 1/10/2018 132 195 0.68 1/11/2018 131 117 1.12 1/12/2018 182 195 0.93 1/01/2019 147 185 0.79 1/02/2019 160 107 1.50 1/03/2019 196 151 1.30 1/04/2019 139 121 1.15

Thank you so much for your help so far!

Cheers

Manfred

Regular Visitor

## Re: Creating Up / Down Bars in visualisation

Hi Owen

Your help has been instrumental in solving this issue for me. Thank you!!

I managed to successfully adjust the visualization to deal with dates.

Here is a link for anyone that would like to use this as another example.

Cheers

Manfred

Super Contributor

## Re: Creating Up / Down Bars in visualisation

@mwimberger

Hi Manfred - looks like you solved the date version before I saw your reply - good work

Cheers

Owen

Proud to be a Datanaut!

Announcements

#### Community Highlights

Find out what's new in the Power BI Community!

#### Power Platform Summit North America

Register by September 5 to save \$200

#### Microsoft Business Applications Virtual Launch Event

Watch the event on demand for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

#### Watch Sessions On Demand!

Continue your learning in our online communities.

Top Kudoed Authors
Users Online
Currently online: 243 members 2,640 guests
Recent signins: