Power BI Waterfall Month by Month example

Using Power BI's Waterfall charts, finance data is plotted to show a month by month movement in income and costs with the ability to look at the monthly trend for each individual cost. I bring in a small dataset, then perform a small amount of manipulation to the data before displaying the movement in Waterfall charts, firstly in a chart showing income movement, then in a second chart showing movement in expenses.
This video is designed to be a follow along and provides sense checks along the way to make sure that the code is providing the expected outputs..
If you prefer to jump to the code for the income month by month movement please head to 6:40, and for the expenses code please head to 14:20.
Timings:
00:00 Introduction
00:40 The dataset
01:40 Set up date table
02:30 Transform data
03:50 Create table relationships
04:15 Income - set up page
05:35 Income - running total Waterfall
06:20 Income - sense check table
06:45 Income - code for month on month
10:50 Income - month on month Waterfall
12:55 Expenses - set up page
13:25 Expenses - running total Waterfall
13:50 Expenses - sense check table
14:20 Expenses - code for month on month
17:55 Expenses - month on month Waterfall
18:55 Slicer for costs
21:05 Waterfall trend colours
22:00 Dynamic waterfall title
For more information on how the dynamic titles for these diagrams operate, please check out my video at • Power BI - Create dyna...
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[@grancanariaman3036]

The most informative PBI video i have found. Thank you so much

[@DFK_data]

Thank you! Much appreciated. Glad you enjoyed the video

[@Nura853]

Thank you so much for the video! I've just been looking for how to use waterfall chart

[@DFK_data]

Thank you!

[@kebincui]

Awesome. Thanks for sharing and wait for more 👍👍🌹🌹

[@DFK_data]

Thank you for watching the video! Much appreciated

[@xyclos]

Thanks a lot, very easy to follow. great solution!!!

[@DFK_data]

Thank you!

[@timothymukuka2080]

Thank you so much.

[@DFK_data]

Thank you for watching the video!

[@saojoaomeriti]

Muito bom!

[@DFK_data]

Thank you! Glad you enjoyed the video

[@ahmedabdulla6961]

Many thanks to share it with us
Just wondering if you can help me in one part .. I'm working to creat a waterfall chart to show the movement in loan portfolio (cash flow movement) on a monthly basis for the year .. how i can create this chart specially I'm havine 2 elements every month (cash inflow = repayment of installment and cash outflow = new loan disbursed)
If there is any other way also to create this visual by using other charts
Looking forward to see more and more from you
Thank you

[@DFK_data]

Thank you for watching the video and taking the time to comment. Much appreciated.
I've included a link to Microsoft's documentation on waterfalls in case this helps - docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-waterfall-charts
Overall there are too many variables to consider, such as what your overall project wants to achieve, what the user wants to see, and what the user will understand, for me comment specifically on your project but I wish you well with it.
Thanks again
Pauline

[@kommabalaji4845]

Madma Kindly share any YTD/ blogs url links related to Power BI realtime DAX scenarios
kindly make videos on the same. (for practice purpose)

[@DFK_data]

Thanks for watching the video and your comments. I will consider doing more DAX scenario videos.