Hello,
I have data source table in excel that contains columns:
Date (for example: 2024-12-15)
Segment
Client
Service
Plan, EUR
Result, EUR
Result – Plan, EUR
Result – Result (last year), EUR
There are many rows, each row containing records for different dates
Also, the data table is created in data model.
Date =
ADDCOLUMNS(
CALENDAR(
DATE(2021,1,1), DATE(2025,12,31)),
"Year", YEAR([Date]),
"Month", FORMAT([Date], "MMM"),
"MonthNumber", MONTH([Date]),
"YearMonth", FORMAT([Date], "YYYY-MM")
)
I need to create waterfall charts in Power BI desktop where
chart a)
the first column is Plan,
the last column is Result,
and all the intermediate columns between them are “increase/decrease” by “Segment” where separate column shows the difference (increase or decrease) generated by separate segment.
I need the "current" year to be selected by the slicer. The "Current" year is the selected by slicer year. And the "Last year" would automatically mean 1 year earlier. I.e. in case I choose year 2024, it is my "current" year, and the last year then should be 2023
chart b)
the chart with the same logic as in chart a), the only difference that
the first column is Result Last Year,
the last column is Result,
Does Power BI have such Waterfall chart template which allows to create such chart? The one that contains options for input of “Start Bar” (or Plan, first column), then
“End Bar” (or Result, the last column) in addition to
“Breakdown” (by Segments) and
Increase/decrease (located presumably in “Y-axis”)?
I had numerous queries to Copilot, chat GPT, they both starts creating various formulas, additional tables, variables and etc, after all “the further you go to the forest, the more trees you face” and finally we both got lost in that forest and the chart does not function the way it needs, anyway 😄
So I wonder perhaps there is simply a template, the task seems sooo simple, why all those additional tables, variables and etc
I paste the sample of my simple data table
| Date | year | month | Segment | Client | Service | Product | Plan, EUR | Result, EUR | Result-Plan, EUR | Result Last Year, EUR | Result - Result Last Year, EUR |
| 2024-05-02 | 2024 | 5 | one | A | loading | dark | 155 000 | 165 000 | 10 000 | 140 000 | 25 000 |
| 2024-05-02 | 2024 | 5 | one | A | storage | dark | 175 000 | 155 000 | -20 000 | 75 500 | 79 500 |
| 2024-06-07 | 2024 | 6 | two | B | loading | dark | 123 000 | 122 000 | -1 000 | 100 000 | 22 000 |
| 2024-06-07 | 2024 | 6 | two | B | storage | dark | 78 000 | 68 000 | -10 000 | 58 000 | 10 000 |
| 2024-10-03 | 2024 | 10 | three | C | loading | light | 120 000 | 110 000 | -10 000 | 81 000 | 29 000 |
| 2024-10-03 | 2024 | 10 | three | C | storage | light | 100 000 | 95 000 | -5 000 | 85 000 | 10 000 |
| 2025-05-02 | 2025 | 5 | one | A | loading | dark | 200 000 | 210 000 | 10 000 | 175 000 | 35 000 |
| 2025-05-02 | 2025 | 5 | one | A | storage | dark | 195 000 | 201 000 | 6 000 | 165 000 | 36 000 |
| 2025-06-07 | 2025 | 6 | two | B | loading | dark | 83 000 | 85 000 | 2 000 | 98 000 | -13 000 |
| 2025-06-07 | 2025 | 6 | two | B | storage | dark | 99 000 | 111 000 | 12 000 | 95 000 | 16 000 |
| 2025-10-03 | 2025 | 10 | three | C | loading | light | 55 000 | 65 000 | 10 000 | 67 000 | -2 000 |
| 2025-10-03 | 2025 | 10 | three | C | storage | light | 75 000 | 85 000 | 10 000 | 15 500 | 69 500 |
Thank you!
