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Helper III
Helper III

Waterfall issue

hi there,

 

I am not sure how to create waterfall by using the different measures. Would expert please help?

Attached the pbix, I would like the waterfall update when slicers selection of "customer" and "division" are changed. thanks

 

I have created the waterfall as below, however it can not be updated by slicer selection

 waterfall.JPG

pbix

Best regards

ER

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Microsoft
Microsoft

Re: Waterfall issue

Hi @erihsehc,

 

You could try two ways.

 

Solution 1

Create a one to many relationship between 'Sheet1' and 'Sheet2' based on common field.

1.PNG

 

Create a simple measure like below. Add this measure into waterfall chart rather than a calculated column.

Measure amount = SUM(Sheet2[amount])

2.PNG

 

Solution2

Without any relationship between 'Sheet1' and 'Sheet2', create a measure like this, also, add this measure into waterfall chart.

Measure Amount2 =
IF (
    LASTNONBLANK ( Sheet1[Column1], 1 ) = "PAT Budget",
    [PAT budget],
    IF (
        LASTNONBLANK ( Sheet1[Column1], 1 ) = "Fty PBT",
        [Fty PBT],
        IF (
            LASTNONBLANK ( Sheet1[Column1], 1 ) = "SGA & Others",
            [SGA],
            IF ( LASTNONBLANK ( Sheet1[Column1], 1 ) = "Tax", [Tax] )
        )
    )
)

 

I have uploaded the modified .pbix file for your reference.

 

Best regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
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

7 REPLIES 7
Highlighted
Helper III
Helper III

Re: Waterfall issue

would expert help on solving? thanksRobot Happy

Highlighted
Microsoft
Microsoft

Re: Waterfall issue

Hi @erihsehc,

 

How do you want the waterfall chart to be updated? If "customer" and "division" are related to columns you added to waterfall chart, the chart will update automatically based on slicer. 

 

For more advice, please share sample data so that I can test for you.

 

Regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Highlighted
Helper III
Helper III

Re: Waterfall issue

hi @v-yulgu-msft, yes it is, the waterfall should update based on the slicer selecion. pbix, thanksMan Happy

Highlighted
Helper III
Helper III

Re: Waterfall issue

hi @v-yulgu-msft, yes it is, the waterfall should update based on the slicer selecion. here is the file pbix, thanksMan Happy

Highlighted
Microsoft
Microsoft

Re: Waterfall issue

Hi @erihsehc,

 

You could try two ways.

 

Solution 1

Create a one to many relationship between 'Sheet1' and 'Sheet2' based on common field.

1.PNG

 

Create a simple measure like below. Add this measure into waterfall chart rather than a calculated column.

Measure amount = SUM(Sheet2[amount])

2.PNG

 

Solution2

Without any relationship between 'Sheet1' and 'Sheet2', create a measure like this, also, add this measure into waterfall chart.

Measure Amount2 =
IF (
    LASTNONBLANK ( Sheet1[Column1], 1 ) = "PAT Budget",
    [PAT budget],
    IF (
        LASTNONBLANK ( Sheet1[Column1], 1 ) = "Fty PBT",
        [Fty PBT],
        IF (
            LASTNONBLANK ( Sheet1[Column1], 1 ) = "SGA & Others",
            [SGA],
            IF ( LASTNONBLANK ( Sheet1[Column1], 1 ) = "Tax", [Tax] )
        )
    )
)

 

I have uploaded the modified .pbix file for your reference.

 

Best regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
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

Highlighted
Helper III
Helper III

Re: Waterfall issue

thanks a lot @v-yulgu-msft, this perfectly works. BTW, why using lastnonblank function works? it is amazing. (I am a beginner on that):smileyhappy:

Highlighted
Microsoft
Microsoft

Re: Waterfall issue

Hi @erihsehc,

 

In your scenario, you created a calculated column which is static. To show values conditionally based on slicer selection, we should choose measure. But, in a measure, we cannot directly reference to a column name, we can use lastnonblank function to get corresponding value in current context (current row). If Column1 is numeric, you can also use MAX, MIN, instead of LASTNONBLANK.

 

Best regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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