Month over month - waterfall chart

[Anonymous]

Hi there,

Every month I need to calculate monthly KPIs and present them vs the past 12 months. 

My data is in the attached format, each row registers details for each order ,  with datecreated dates going back to Jan 2017. 

I'd like to create a waterfall chart to show the total monthly sales evolution but I need help how to calculate the month over month variation ? Is there a way to do it similar to using the SAMEPERIODLASTYEAR for YoY var? 

I

[v-jiascu-msft]

Hi @Anonymous,

One reference: Desktop/Sorting-by-Month-Number. Please check out.

Best Regards,
Dale

[Ashish_Mathur · Accepted solution]

Hi,

Extract the Date from the datecreated field by using =INT(Data[datecreated]) calculated column formula (name this column as Date).  Then create a new Table Calendar = CALENDAR(MIN(Data[Date]),MAX(Data[Date])).  Create a relationship from the Date column of the Data Table to the Date column of the Calendar Table.  In the Calendar Table, enter these calculated column formulas to extract Year and Month: Year = YEAR(Calendar[Date]) and Month = FORMAT(Calendar[Date],"mmmm").  Drag Year and Month from the Calendar Table to your visual.  Now write this measure:

Sales = SUM(Data[Amount USD])

Hope this helps.

[Anonymous]

Thanks but how do I calculate the variation in total sales from one month to the next?

[Ashish_Mathur]

Hi,

Sales in PM = CALCULATE([Sales],PREVIOUSMONTH(Calendar[Date]))

Growth in sales over PM (%) = IFERROR([Sales]/[Sales in PM]-1,BLANK())

Hope this helps.

[Anonymous]

Thank you, Ashish_Mathur I am almost there, I have created the waterfall visual with month and year out of the Date table I created, the issue now is the Month column is "text" and it does not arrange the months in cronological order in my visual - i tried to convert the column to date but it does not allow me. Any advice on this one ? 

Thank you,

M

[Ashish_Mathur]

Hi,

Please Google for "Sort months in PowerBI desktop".