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Member
Posts: 319
Registered: ‎08-05-2015

Waterfall chart adding percentages up in total column?

I am using a waterfall chart showing gross margin %.

 

The issue I am running into is that instead of showing period over period fluctuations it just keeps adding the percentages:

 

Periods  |  Percentage

1  | 15%

2  | 25%

3  |   5%

 

 

So in the waterfall chart I should see 15% then an increase should show from the 15% to the 25% then a decrease should show from 25% to 5%

 

When I place the measure on a table or grid it shows the total properly but when I use the waterfall chart it shows the total % as 15+25+5=40% 

 

It also shows each period as an increase so 15% then on a higher level 25% then a higher level 5%.

 

When I use a waterfall chart with profit $ (not %) it works properly.  Not sure what is going on here?

 

 

Super User
Posts: 1,870
Registered: ‎09-19-2016

Re: Waterfall chart adding percentages up in total column?

[ Edited ]

Hi @OneWithQuestion,

 

Was looking at your question and work it out using this post but making the changes accordingly.

https://community.powerbi.com/t5/Desktop/DAX-Adding-offset-to-previous-row/m-p/71234#M29535

 

So based on that what I did this measure:

 

Previous% = 
VAR Previous = MIN(Table1[Periods])-1 
//Determines the previous period number

Var Ranking =  RANKX(ALLSELECTED(Table1[Periods]),CALCULATE(sum(Table1[Periods])),,ASC) 
//Calculates the ranking based on the period number in order to work with different period slicers

RETURN
    IF (
        Ranking= 1 ,							// Look to first Ranking and returns that period as a base value
			SUM(Table1[Percentage]),
				SUM(Table1[Percentage])-		
				CALCULATE (
					SUM ( Table1[Percentage] ),
						FILTER ( ALL ( Table1 ), Table1[Periods] = Previous ))	//Calculation of variation to previous period
						)

 

Now all you have to do is do your Waterfall with this percentages, the image below show one from the 1st period forward and two others with slicer you can check they are correctly calculated:

 

Previous_Period.png
Regards,
MFelix



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Frequent Visitor
Posts: 8
Registered: ‎04-12-2018

Re: Waterfall chart adding percentages up in total column?

[ Edited ]

Hello, @MFelix nice solution. Would you have a solution for something similar?

 

On my case I want the breakdown in percentage, but the breakdown is not a period. As an example, let´s say that I want to explain the variances of an index from period A to period B and in the breakdown show from which countries those variances are coming. A bit more detailed, let´s say that in January I had an index of 1% and in June I have, accumulated, 5%. The variances are coming from Germany (+3%), France(+2%), USA(+2%), Brazil(-2%) and Australia(-1%). Picture below.

 

In absolute values it works, but when I come to percentages Power Bi doesn´t give to me the right answer.

 

Thank you in advance.

 

2018-09-17_14h53_24.png

Super User
Posts: 1,870
Registered: ‎09-19-2016

Re: Waterfall chart adding percentages up in total column?

Hi @Frederico,

 

You refer that in absolute values it works but in percentage the values aren't right. How are yout calculaiting percentages?

 

Regards,

MFelix



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Frequent Visitor
Posts: 8
Registered: ‎04-12-2018

Re: Waterfall chart adding percentages up in total column?

I am approaching them in two different ways according to the needs. Examples below.

 

Measure% = (sum(valueA) + sum(valueB)) / sum(BaseValue))

or

Measure% = sum(valueA) / sum(BaseValue)

 

2018-09-18_11h05_46.png