Using Price + Volume + Mix Measures to create Sales Waterfall Chart in Power BI Tutorial
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- čas přidán 12. 07. 2024
- If you already know how to create the relevant measures that you want to incorporate into your sales waterfall chart in Power BI .... then feel free to skip through the timeline to Step 5 13:44.
If you are not sure how to create relevant measures, to calculate Price, Volume and Mix impact, then I'd recommend watching from the very beginning of this Power BI video tutorial.
In this Power BI video tutorial, I will step you through how to create a sales waterfall chart that explains sales movement by Price, Volume and Mix. This is a conventional way of explaining sales movement, which is frequently asked in the work place.
I will explain the basic concept of Price, Volume and Mix used in the Sales Waterfall Chart, so that you can grasp the basic concept, before deep diving into creation of the measures, etc.
There are 5 steps required to create waterfall chart in Power BI using measures.
Step 1 - Create the basic measures
Step 2 - Define the key drivers in Period 1 and Period 2
Step 3 - Calculate total sales whilst changing key drivers
Step 4 - Calculate sales change impact for each key drivers change
Step 5 - Creation of the Sales Waterfall using measures created in Step 1 - Step 5.
Feel free to use the timeline to skip through to Step 5 13:44 to jump straight through to How to create waterfall chart using Measures instead of Dimensions, if you already know how to create the measures that you need for inclusion in the Sales Waterfall.
I will be publishing the Power BI report (pbix) working file in my website LighthouseAnalytix.com
I sincerely hope that after watching this video, you will be more confident in creating Power BI Sales Waterfall Chart using Measures, and will be able to put it into practice in your next Power BI report.
If you are interested in creating Power BI Sales Waterfall Chart using Dimension instead of Measures, then please watch my other CZcams videos.
• POWER BI WATERFALL CHA...
Cheers,
Isabella Susilowati.
@LighthouseAnalytix #powerbi #powerbiforbeginners #powerbitutorial
Time lines:
00:00 Introduction
00:30 The Challenge
00:58 How to create Sales Waterfall
02:03 Making Sense of our Sales Waterfall Chart
04:06 Our Data Model
04:32 Custom Sales Waterfall in Action
05:40 How to create the Sales Waterfall - Step 1
07:04 Step 2
08:56 Step 3
12:07 Step 4
13:44 Step 5 - Creating Waterfall Chart using Measures
16:23 Adding Subtotal in Waterfall Chart
17:20 Epilogue
Music by Bensound.com/free-music-for-videos
License code: UGRI9Z2XBWFA1RK9
LA111
Thank you so much! Your explanations were totally clear, you showed not only how to create the graphic but the step by step guide and organization that will allow us to reply under our needs! You rock!
Glad it helped! :)
Thanks for introducing the simple waterfall, which is exactly what I need. Excellent video.
My pleasure!
Thanks for the simple and clear explanation. I will try !
You are welcome 😊
Thank you, Thank you and Thank you again, this is exactly what i have been looking for for months. Excellent video.
You're very welcome!
I wish microsoft would include the "Simple Waterfall" visualization as an option in their standard waterfall visualization... but this was EXACTLY what I needed. THANK YOU!!!
Good point!
Thnanks very much!
you are very welcome.
Amazing - very useful indeed
Glad you think so!
Thankyou Thankyou Thankyou,
This is exactly what i needed, I've been banging my head on trying to create a waterfall chart for so long now, where default waterfall charts and other visual weren't giving me my desired output mainly due to my employers nuance with there products and MRR data but also some limitations within the standard waterfall chart.
this is perfect, 90% of the time keeping it simple is the best answer, thankyou.
You are most welcome :)... Glad to hear you finally found what you were looking for !!
Congratulations!
Very interesting tutorial.
Very well explained.
Thank you for sharing it.
Thanks for your kind words... Glad you enjoy it...
Thank you ! You solved my problem in minutes after I spend 4h watching youtube videos, trying PBI by myself and ChatGPTing.
You're welcome! Glad that the video is helpful😊
Very useful tutorial, thank you. Is there a way to sort the measures appearing in the chart e.g. after the Start column, then Volume then Price and then Mix?
Excellent and very innovative. Thank you very much for the video. Waiting for more videos! Just one doubt, I do not see the "Define Pillar" option in my power BI. How do I get it?
Thank you !! Are you using custom visual - 'simple waterfall' ?
Hi Isabella!
Very nice tutorial thanks for sharing it!
But theres is one thing that I still cant comprehend. If you select Product C and do the PVM Analysis between the years 2021-2023 the volume effect is 1.1K but the quantity its the same for each year. Shouldnt the volume effect be zero in this case?
Hello, great video. One question, i have products that have solde in the past, but not in the current year, and vice-versa. When I calculate the P1mix, price and revenue, and the P2mix, price and revenue, those products that appear on one year show the wrong data. Those are showing the same data for the year with zero sales, as the year with sales. It should show blank values in the Period drivers chart for years without sales. Do you know how to fix that? thanks
same issue is there any solution in the formula related to P1mix, p1price, p1total unit that solve the issue? @olcan did you find any alternative?
Great, can please do another one which includes new and discontinued products
Great idea!