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michael_bdd
Frequent Visitor

compare number of records on two dates and show waterfall chart

Hi exerts,

 

I have a requirement on creating a waterfall chart for my data set. There are three columns in my data set, like below,

 

DateTeamItemId
12/31/2019A112
12/31/2019A111
12/31/2019B110
1/31/2020A112
1/31/2020A113
1/31/2020B114

As shown in the table, team A had two items on 12/31/2019 (111 and 112), on 1/31/2020, this team added another item (113), but removed one item (111). Similarly, team B had one item (110) on 12/31/2019, and team B removed this item on 1/31/2020 and added one new item(114). There could be many dates in my table and many teams. User should be able to choose any two dates to compare.

 

Now I want to create a waterfall chart, in which there are four bars, the first bar show the total number of items for all teams on 12/31/2019, in this case, it is 3. The last bar shows the number of items for all teams on 1/31/2020, so it should be 3.

 

The second bar show the number of newly added items for both teams, in this case, it should be 2, because each team added one new item. and this bar should be a stacked bar showing numbers for each team..

The third bar show the number of remved items, and it should be 2 in this case. The final chart should look like something below,

Untitled.png

How can I achieve this?

 

Thanks,

Michael

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Re: compare number of records on two dates and show waterfall chart

Hi @michael_bdd ,

 

Sorry for that but, we did not find an effective way to put legend (teams) in single bar with the build-in waterfall chart, but we can archieve the new and decomissioned bar by creating a table and a measure:

 

table:

 

1.jpg

 

Measure:

Value = 
SWITCH (
    SELECTEDVALUE ( 'AxisTable'[Axis] ),
    "2019", CALCULATE (
        DISTINCTCOUNT ( 'Table'[ItemId] ),
        FILTER ( 'Table', YEAR ( 'Table'[Date] ) = 2019 )
    ),
    "New", SUMX (
        DISTINCT ( 'Table'[ItemId] ),
        VAR i = [ItemId]
        RETURN
            IF (
                CALCULATE (
                    COUNTROWS ( 'Table' ),
                    FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2020 )
                ) > 0
                    && CALCULATE (
                        COUNTROWS ( 'Table' ),
                        FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2019 )
                    ) = 0,
                1,
                0
            )
    ),
    "Decomissioned", - SUMX (
        DISTINCT ( 'Table'[ItemId] ),
        VAR i = [ItemId]
        RETURN
            IF (
                CALCULATE (
                    COUNTROWS ( 'Table' ),
                    FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2019 )
                ) > 0
                    && CALCULATE (
                        COUNTROWS ( 'Table' ),
                        FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2020 )
                    ) = 0,
                1,
                0
            )
    )
)

 2.jpg

 


By the way, PBIX file as attached.


Best regards,

 

Community Support Team _ Dong Li
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

3 REPLIES 3
Community Support
Community Support

Re: compare number of records on two dates and show waterfall chart

Hi @michael_bdd ,

 

Sorry for that but, we did not find an effective way to put legend (teams) in single bar with the build-in waterfall chart, but we can archieve the new and decomissioned bar by creating a table and a measure:

 

table:

 

1.jpg

 

Measure:

Value = 
SWITCH (
    SELECTEDVALUE ( 'AxisTable'[Axis] ),
    "2019", CALCULATE (
        DISTINCTCOUNT ( 'Table'[ItemId] ),
        FILTER ( 'Table', YEAR ( 'Table'[Date] ) = 2019 )
    ),
    "New", SUMX (
        DISTINCT ( 'Table'[ItemId] ),
        VAR i = [ItemId]
        RETURN
            IF (
                CALCULATE (
                    COUNTROWS ( 'Table' ),
                    FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2020 )
                ) > 0
                    && CALCULATE (
                        COUNTROWS ( 'Table' ),
                        FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2019 )
                    ) = 0,
                1,
                0
            )
    ),
    "Decomissioned", - SUMX (
        DISTINCT ( 'Table'[ItemId] ),
        VAR i = [ItemId]
        RETURN
            IF (
                CALCULATE (
                    COUNTROWS ( 'Table' ),
                    FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2019 )
                ) > 0
                    && CALCULATE (
                        COUNTROWS ( 'Table' ),
                        FILTER ( 'Table', 'Table'[ItemId] = i && YEAR ( 'Table'[Date] ) = 2020 )
                    ) = 0,
                1,
                0
            )
    )
)

 2.jpg

 


By the way, PBIX file as attached.


Best regards,

 

Community Support Team _ Dong Li
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

michael_bdd
Frequent Visitor

Re: compare number of records on two dates and show waterfall chart

Thank you @v-lid-msft very much, this is good enough. 

Super User IV
Super User IV

Re: compare number of records on two dates and show waterfall chart

Hi,

I have adopted a different approach to solve this problem.  There is no hard coding of years in my formula.  However, since i am not very confident of my formulas, I'd like to do some further testing with more data.  Could you kinldy share some more data for me to test my solution.

Thank you.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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