Waterfall charts in Power BI
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Note
Smart narrative visuals can be created and viewed in both Power BI Desktop and the Power BI service. The steps and illustrations in this article are from Power BI Desktop.
Waterfall charts show a running total as Power BI adds and subtracts values. They're useful for understanding how an initial value (like net income) is affected by a series of positive and negative changes.
The columns are color coded so you can quickly notice increases and decreases. The initial and the final value columns often start on the horizontal axis, while the intermediate values are floating columns. Because of this style, waterfall charts are also called bridge charts.
When to use a waterfall chart
Waterfall charts are a great choice:
When you have changes for the measure across time, a series, or different categories.
To audit the major changes contributing to the total value.
To plot your company's annual profit by showing various sources of revenue and arrive at the total profit (or loss).
To illustrate the beginning and the ending headcount for your company in a year.
To visualize how much money you make and spend each month, and the running balance for your account.
Prerequisite
This tutorial uses the Retail Analysis sample PBIX file.
From the upper left section of the menubar, select File > Open
Find your copy of the Retail Analysis sample PBIX file
Open the Retail Analysis sample PBIX file in report view
.Select
to add a new page.
Note
Sharing your report with a Power BI colleague requires that you both have individual Power BI Pro licenses or that the report is saved in Premium capacity.
Create a waterfall chart
You'll create a waterfall chart that displays sales variance (estimated sales versus actual sales) by month.
Build the waterfall chart
From the Fields pane, select Sales > Total Sales Variance.
Select the waterfall icon
Select Time > FiscalMonth to add it to the Category well.
Sort the waterfall chart
Make sure Power BI sorts the waterfall chart chronologically by month. From the top-right corner of the chart, select More options (...).
For this example, select Sort by and choose FiscalMonth. A yellow indicator next to your selection indicates when your selection option is being applied.
To display the months in chronological order, select Sort ascending. As with the previous step, check that there is a yellow indicator next to the left of Sort ascending. This indicates that your selected option is being applied.
Notice that your chart is sorted from January to August for FiscalMonth.
Explore the waterfall chart
Dig in a little more to see what's contributing most to the changes month to month.
Select Store > Territory, which will add Territory to the Breakdown bucket.
Power BI uses the value in Breakdown to add additional data to the visualization. It adds the top five contributors to increases or decreases for each fiscal month. This means that February, for example, now has six data points instead of just one.
Let's say that you're only interested in the top two contributors.
In the Format pane, select Breakdown and set Max breakdowns to 2.
A quick review reveals that the territories of Ohio and Pennsylvania are the biggest contributors to movement, both negative and positive, in your waterfall chart.
