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Juampi
Regular Visitor

Water fall chart visualization help

Hello everyone!

 

I am having some trouble with the waterfall chart and i would really appreciate your help 🙂

 

My data set consist on forecast data for 2021 in different quarters. I take a snapshot every month (extraction date) to the forecast to analyse fluctuation (202010 is the forecast snapshot of October 2020 , 202011 is November, and so on).

 

As a result, i can create a waterfall chart and see the increases in the total forecast, but i cannot arrange the quarters properly. See picture below, from 202011 to 202012 extraction dates, it shows the following order: qtr3 , qtr2 , qtr1 , qtr4. When i want to see the proper order: qtr1 , qtr 2, qtr 3, qtr4, independently of the variances volumes.

 

Table 1. dataset

Extraction Date

Forecast

Year

Quarter

202010

100

2021

Qtr 1

202010

100

2021

Qtr 2

202010

100

2021

Qtr 3

202010

100

2021

Qtr 4

202011

150

2021

Qtr 1

202011

100

2021

Qtr 2

202011

100

2021

Qtr 3

202011

100

2021

Qtr 4

202012

150

2021

Qtr 1

202012

150

2021

Qtr 2

202012

300

2021

Qtr 3

202012

100

2021

Qtr 4

 

Waterfall result: Arrange by extraction date but cant arrange quarters...

image001.jpg

 

Thanks! 🙂

Juampi

1 ACCEPTED SOLUTION
v-henryk-mstf
Community Support
Community Support


Hi @Juampi ,

 

Put the field in the right position, and then sort by Extraction Date can get the desired sort result:


v-henryk-mstf_0-1612774993215.png

If you don’t understand this, there are official documents here for reference:

Sort by column in Power BI Desktop - Power BI | Microsoft Docs


If the problem is still not resolved, please provide detailed error information. Let me know immediately, looking forward to your reply.


Best Regards,
Henry


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

 

 

 

 

 

 

 

 

 

 

View solution in original post

2 REPLIES 2
v-henryk-mstf
Community Support
Community Support


Hi @Juampi ,

 

Put the field in the right position, and then sort by Extraction Date can get the desired sort result:


v-henryk-mstf_0-1612774993215.png

If you don’t understand this, there are official documents here for reference:

Sort by column in Power BI Desktop - Power BI | Microsoft Docs


If the problem is still not resolved, please provide detailed error information. Let me know immediately, looking forward to your reply.


Best Regards,
Henry


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

 

 

 

 

 

 

 

 

 

 

View solution in original post

timg
Solution Sage
Solution Sage

Hi Juampi,

This topic covers a similar question: https://community.powerbi.com/t5/Desktop/Waterfall-chart-to-show-product-availability/m-p/1642428#M6...

I think editing the sort by option should work in your case as well. 

Hope it helps! 

 

Regards,

Tim

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