Dynamic Waterfall Breakdown & Y Axis Range Selection in Power BI

Learn how to implement a bit of Data Model & DAX magic to give users the ability to dynamically change the breakdown category selection and y-axis range for a Waterfall chart in Power BI.
RELATED CONTENT 🔗
Analyzing Breakdowns Between Two Categories with a Waterfall Chart -- bit.ly/3mo6cn9
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VIDEO CHAPTERS 🎥
0:00 - Start of Video
0:36 - Content Intro
3:40 - Breakdown Selection: DAX Measures
4:47 - Breakdown Selection: Power Query
6:08 - Y-Axis Selection
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[@igorpoleshchuk735]

Nice alternative to bookmarks, thank you!

[@Zunidrap]

That dynamic breakdown selection trick is golden. Thanks for sharing!

[@HavensConsulting]

You bet!

[@chetank9130]

good info. thanks

[@totvabe1]

Very interesting!!!

[@guilherme_louzada]

Great insight on blanks for auto axis! Another amazing video. Thanks, Reid!

[@HavensConsulting]

Glad you liked it!

[@igorlemajic3756]

I'm running a January 2021 version of PBI Desktop and I don't have the option to add a measure (fx) to my start or end fields of the y-axis of the waterfall chart. Do you have a newer version where this was added as a new feature?

[@HavensConsulting]

Go to PowerBI.com and you can download the latest version there :)

[@jasonferguson5899]

If i were to compare actuals to budget how would i go about doing it? Given they would technically be on separate data tables but with the same categorisations.

[@HavensConsulting]

It sounds like you’d just use the Act Bud Variance calculation in the values well in this case?

[@SarahTran1240]

What if I have 3 categories, can you help to solve this?

[@HavensConsulting]

Not sure I'm following? Could you elaborate on the issue?

[@matthiask4602]

waterfall fetish :-) :-)

[@HavensConsulting]

Just a single demo spread over two videos because of how many features I added :)