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lizardi89
Helper I
Helper I

Cumulative cashflow waterfall chart

Hello everybody!
So, I'm trying to make a cumulative cashflow waterfall chart in which I can see/filter the following data:
   1. each date as a total; and
   2. the breakdown inbetween dates for inflows and outflows.

I've tried all solutions I can think of, and I have most of the chart working, but the problem is, that for some reason the totals, when I need to see the outflows and inflows, don't add up.

Here's a link to a file with an extract of the data and the chart download file 

The ideal chart would look something like this download file and be filterable.

Thanks in advance for any help!

(Additional data, when I select only one "Type" the chart works fine. If I select Inflow + Total the result is Inflow. If I select Inflow + Outflow the result, once again is Inflow. If I select Outflow + Total the result is Total, but the columns inbetween don't match... see file for reference)

1 ACCEPTED SOLUTION
v-kelly-msft
Community Support
Community Support

Hi @lizardi89,

 

Create a slicer table with all the types in it.

Then modify your measure as below:

 

**bleep** CF = 
CALCULATE(SUM('data'[Casflow]),
    //FILTER(ALL('WF CF'), 'WF CF'[Type]= "Total"),
    FILTER(ALL('data'), 'data'[Date] <= MAX('data'[Date])),
    FILTER(ALL('data'), 'data'[Type] in FILTERS('Table'[Type]))
)

 

Here is the modified .pbxi ,pls click here.

 

Best Regards,
Kelly
Did I answer your question? Mark my post as a solution!

View solution in original post

1 REPLY 1
v-kelly-msft
Community Support
Community Support

Hi @lizardi89,

 

Create a slicer table with all the types in it.

Then modify your measure as below:

 

**bleep** CF = 
CALCULATE(SUM('data'[Casflow]),
    //FILTER(ALL('WF CF'), 'WF CF'[Type]= "Total"),
    FILTER(ALL('data'), 'data'[Date] <= MAX('data'[Date])),
    FILTER(ALL('data'), 'data'[Type] in FILTERS('Table'[Type]))
)

 

Here is the modified .pbxi ,pls click here.

 

Best Regards,
Kelly
Did I answer your question? Mark my post as a solution!

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