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zerosugar
Helper II
Helper II

Waterfall Chart: Conditionally Invert Y-Axis Range?

Does anyone know if it is possible to conditionally invert the y-axis range of a waterfall chart? I have a waterfall chart where the Category is filtered by a slicer. Depending on the slicer selection, it can sometimes be that all the Totals on the chart Category are negative. This tends to look a bit weird unless I invert the Y-axis range.

 

Is there a way to do this conditionally? I don't see an fx next to the "Invert range" toggle switch. I tried just setting the Y-Axis minimum higher than the maximum, but that didn't work. Only "solution" I can think of is to have a measure for the waterfall chart value where the logic is to multiply by -1 when all totals are negative, but that doesn't really make sense either. That would result in my expense values being positive in my waterfall chart, while all my other charts account for those expenses as negative. I'd like to keep things in the same direction.

 

Does anyone have any insight on this? Thank you!

2 REPLIES 2
v-binbinyu-msft
Community Support
Community Support

Hi @zerosugar ,

I'm a little confused about your needs, Could you please explain them further? It would be good to provide a screenshot of the results you are expecting and desensitized example data.

Thanks for your efforts & time in advance.

 

Best regards,
Community Support Team_ Binbin Yu

Sure, here is some sample data for a waterfall chart:

Start DateScenarioDivisionRevenue TypeRevenue
3/31/2022PositiveDiv 1Non-Interest Revenue100
3/31/2022PositiveDiv 2Non-Interest Revenue423
3/31/2022PositiveDiv 3Non-Interest Revenue321
3/31/2022PositiveDiv 4Non-Interest Revenue58
3/31/2022PositiveDiv 1Interest Revenue42
3/31/2022PositiveDiv 2Interest Revenue93
3/31/2022PositiveDiv 3Interest Revenue24
3/31/2022PositiveDiv 4Interest Revenue102
3/31/2022PositiveDiv 1Expense-129
3/31/2022PositiveDiv 2Expense-432
3/31/2022PositiveDiv 3Expense-312
3/31/2022PositiveDiv 4Expense-49
6/30/2022PositiveDiv 1Non-Interest Revenue195.2601
6/30/2022PositiveDiv 2Non-Interest Revenue781.7311
6/30/2022PositiveDiv 3Non-Interest Revenue442.788
6/30/2022PositiveDiv 4Non-Interest Revenue84.79837
6/30/2022PositiveDiv 1Interest Revenue48.79436
6/30/2022PositiveDiv 2Interest Revenue126.3852
6/30/2022PositiveDiv 3Interest Revenue40.99197
6/30/2022PositiveDiv 4Interest Revenue192.7853
6/30/2022PositiveDiv 1Expense-151.126
6/30/2022PositiveDiv 2Expense-719.833
6/30/2022PositiveDiv 3Expense-327.131
6/30/2022PositiveDiv 4Expense-53.2674

 

I would filter the waterfall chart using the Revenue Type field. 

 

Here is the standard waterfall chart state (both totals are positive):

standard waterfall chart statestandard waterfall chart statewaterfall_conditional_invert_2.PNGwaterfall_conditional_invert_3.PNG

 

Here is what happens if I select "Expenses" as my Revenue Type - both totals become negative, and the totals: 

waterfall chart both totals negativewaterfall chart both totals negative

 

Here is what happens if I go to waterfall chart y-axis settings and "Invert Range" for "Expenses" - the chart looks better:

negative totals and inverted axisnegative totals and inverted axis

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I want my waterfall chart to automatically invert the axes when it sees that both totals are negative. I cannot have a workaround like putting a bookmark over the "Expenses" slicer that takes me to a visual with an inverted axis, because it won't work if I select "Expenses" and "Non-Interest Revenue" together. 

 

Hope this clears up what I'm asking for. Is there any way to have that "Invert Axis" be done conditionally? The waterfall chart is much better when all the totals come up from the bottom x-axis, all the time. I'm not seeing an "fx" button next to the toggle switch, so it must not be a built in functionality - but maybe there is a workaround?

 

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