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Naveen_Macherla
New Member

Is WaterFall Chart a good Visualisation for depicting Top-3 Under performing markets

Hi All,

 

One of our customer is requesting to use WaterFall Chart to depict the Top 3 Markets which are not performing well (I.e. their Actual Sales is less than Planned Sales). (Customer wants only the 3 markets to be displayed along with the rest in "Other")

 

Please let me know if anyone has already used this chart to depect the same. Below is the dataset used and the waterfall chart does NOT show the under performing MKT1, MKT2, MKT3 markets. (Have set Max-Breakdowns as 3)

Market  Catogory  Sale
MKT1    Actual     15.47
MKT2    Actual     28.00
MKT3    Actual     9.00
MKT4    Actual     32.31
MKT5    Actual     74.53
MKT6    Actual     63.05
MKT7    Actual    153.26
MKT8    Actual    711.67
MKT1    Planned  16.83
MKT2    Planned  28.91
MKT3    Planned  9.82
MKT4    Planned  29.81
MKT5    Planned  71.51
MKT6    Planned  59.61
MKT7    Planned  146.57
MKT8    Planned  658.84

Pls let me know if it is not the ideal Chart to depict the Top-3Loosers. If yes, what is the best chart?

 

Regards,

Naveen

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

Hi,

 

According to your description, i advise you to use multi-row card visual.

I create a table to test:

111.PNG

Please take following steps:

1)Create two measures to get market's rank:

MinusValue = CALCULATE(SUM('Table'[Sale]),FILTER('Table','Table'[Category]="Actual"))-CALCULATE(SUM('Table'[Sale]),FILTER('Table','Table'[Category]="Planned"))
Rank = RANKX(CALCULATETABLE(DISTINCT('Table'[Market]),ALLSELECTED('Table')),[MinusValue],,ASC)

2)Create a measure to show its type:

Type = IF([Rank]<=3,"Top-3 Loss","Other")

And it shows:
112.PNG

3)Choose multi-row card visual and it shows:

113.PNG

 

Here is my test pbix file:

pbix 

 

Best Regards,

Giotto Zhi

View solution in original post

2 REPLIES 2
v-gizhi-msft
Community Support
Community Support

Hi,

 

According to your description, i advise you to use multi-row card visual.

I create a table to test:

111.PNG

Please take following steps:

1)Create two measures to get market's rank:

MinusValue = CALCULATE(SUM('Table'[Sale]),FILTER('Table','Table'[Category]="Actual"))-CALCULATE(SUM('Table'[Sale]),FILTER('Table','Table'[Category]="Planned"))
Rank = RANKX(CALCULATETABLE(DISTINCT('Table'[Market]),ALLSELECTED('Table')),[MinusValue],,ASC)

2)Create a measure to show its type:

Type = IF([Rank]<=3,"Top-3 Loss","Other")

And it shows:
112.PNG

3)Choose multi-row card visual and it shows:

113.PNG

 

Here is my test pbix file:

pbix 

 

Best Regards,

Giotto Zhi

amitchandak
Super User
Super User

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