Waterfall for 3 Years

[PBIMike]

Hello,

I have a waterfall that shows revenue growth between 01/01/2019 and 31/12/2020, split between categories such as new customers, lost customers, etc. (so 01/01/2019 opening value --> +/- 2019 waterfall --> final 31/12/2019 position --> +/- 2020 waterfall --> final 31/12/2020 position )

The underlying data now includes 2021, and I expected that when I add 2021 as a year to my waterfall it would give me a new series of +/- waterfall movements for 2021. However, the 2021 values seem to be included in the values for my 2020 categories. This visual is a single waterfall, and I never had to make any setup/metric changes to data to distinguish between 2019 & 2020 data. Any thoughts on why a waterfall would default to this?

Does anyone having a working example of similar data I could look at to figure out what might be wrong?

Thanks!

Mike

[v-yuaj-msft]

Hi @PBIMike ,

Sorry for that it's not clear. Can you kindly share some sample data and the expected result to have a clear understanding of your question?

You can save your files in OneDrive, Google Drive, or any other cloud sharing platforms and share the link here.

Best Regards,

Yuna

[PC2790]

Have you updated the required tables like the main date table with 2021 data? Would you be able to provide your pbix file removing any sensitive data?

[amitchandak]

@PBIMike , What is expected output is not very clear, Can you give example.

For new , reatined and lost you can refer

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retenti...