Analyzing Breakdowns Between Two Categories with a Waterfall Chart
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- čas přidán 6. 08. 2024
- Learn a unique way to utilize a waterfall by restricting its categorical comparison to just two values, with a breakdown comparison between. By combining a slicer and a bit of DAX magic in Power BI. 🧙🏻♂️📊✨
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How did you make the categories filterable, i.e. variable? I have always built the waterfall diagrams with Zebra BI and built the structure in such a way that I manually created a table for the breakdowns and categories (Zebra BI does not differentiate here) and then assigned the values to the breakdowns with a switch function, see code:
Waterfall Measure =
SWITCH(
SELECTEDVALUE('Zebra p. 4 (Actuals vs FC/Budget)'[Category]),
"Category1", [Measure 1],
"Breakdown 1", [Measure2],
"Breakdown 2", [Measure3],
"Breakdown 3", [Measure4],,
"Category2", [Measure 5],
BLANK()
)
However, this structure means that the categories are not variable and cannot be controlled by filters. Do you have any advice on how to make the categories variable? Can you possibly send me your PBI file?
Best regards,
Sascha
Thanks Reid, using measures to format is great fun. One suggestion I have would be to create separate measures for the colours to make changing the hex codes easy.
Great suggestion! If I'm using the colors in more than one location I'd definitely do this. :)
Impressive Ried. Look forward for the next part.
Thank you! It's Reid by the way :)
Hi, thanks for the video. How did you remove the legends if someone selects anything but 2 countries?
Good question. The legend is automatically removed if the measure in the values well returns blank. So it disappears on its own when that switch measure shown in the video is made 🙂
@@HavensConsulting Thanks for the quick reply. It didn't actually disappear with me. I managed to create something similar to what you have done regarding the text of the Legend to make it in white and Black, however, I remain with the 4 colourful circles (increase, decrease, total, other) .Not sure if I can share my model with you to check. Your couple of videos on this topic are great.
Hi, how can I customize sorting the order of the breakdown instead of the variance of breakdown? Many thanks.
Hi there! If you click the elipsis (...) in the upper right of the visual you can change the sort order of the values :)
Asking myself if you can share your Messures, to enable the Waterfall visualisation with a fix starting and end point :)
All workbooks for my videos are available to download from the Blog Files page! Link to that in the video description. :)
Not sure if anybody else notices it but there are pops and clicks in the audio. Sounds like it's clipping.
I hear it too. You must be deaf, if you don’t hear it. And the camera should be lower.
There was a software issue with a mic driver update. It'll be fixed next week.
@@MrSpiritUAll the camera is exactly where I'd like it to be. With my head in the center, and showing a bit of the fun NanoLeaf color tiles behind me. :)
You are doing good lessons! Please add Russian subtitles to your videos.
Unfortunately the cost to add any subtitles (english, spanish, russian) is cost prohibitive. But Google does provide an auto subtitle feature at least :)
can i download the .pbix file?
You can! The link to the Blog Files page is located in the description of each of my videos. I'll provide it here as well. www.havensconsulting.net/blog-files
@@HavensConsulting thanks you so much!
@@HavensConsulting How do i get the password? Just became a member and would really like that file as well :)
@@antonest27 the welcome email will contain that, it should be delivered immediately upon sign up.
Why would you compare two different markets in a waterfall? In your video, you place Germany and France at each ends of the waterfall, what does that actually tell us?
The goal of this video is to demonstrate how to turn the waterfall chart into a two category variance comparison tool. This is simply a free demo dataset to demonstrate the feature of the waterfall itself. Swap it out for whatever you're using in your industry and would provide value to you to analyze variance differences. :)
Could have gone one step further and had the title measure give different message between, 1, 2, or many selections.
There's always more you can tweak in a visual. But I try to find the sweet spot before I hit diminishing returns
@@HavensConsulting Sure enough. I was thinking you might have left it as a viewer exercise... ;)
@@pabeader1941 once I show the art of possible (dynamic titling) my hope is that it gets the creative juices flowing for viewers :)
This visualization is too confusing to perceive, let alone to draw any insight from it. A regular bar chart will be most universal and clear. That's not to diminish your creativity.
Bar chart and waterfall serve different purposes. Each has it's strengths and weaknesses depending on need.
@@pabeader1941 I'd agree. A bar chart wouldn't show you where sales were greater than (positive) or less than (negative) between two categories. This lets you see that 10m sales for category A, 12m sales for category B. Between them that 2 million difference was comprised between these sub categories, where some sales were positive towards that +2m, some where negative towards that +2m. A bar chart wouldn't give the variances and %'s that's also automatically provided in the tooltip as well.
@@HavensConsulting As I said before, this is all fine and dandy with automatic tooltips etc, but only until the point when you have to spend 15 minutes with every user that looks at such chart and make them understand why time suddenly becomes a product and then turns back to time. People are programmed to read sequentially, it takes a special skill to read/see the whole thing at once. Especially that's the case with bars and lines - everyone expects certain logic from it. Again, I don't dispute the creative approach, I'm trying to bring your soaring creativity back to the muddy ground :)
I think it would look A LOT clearer if you threw a lightly shaded rectangle on the background, to visually separate years from products.
@@VladMZ I bet you could make something like that in Charticulator :)
@@pabeader1941 My point exactly. The waterfall is meant to depict the trend and dynamics toward that total goal. That's what most of people would expect it to be, especially seeing years across.