Power BI Waterfall Chart + Field Parameter = Enhanced P&L Report and variance analysis in PBI !!!
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- čas přidán 6. 08. 2024
- What I love about PBI is that it is always evolving..
New features are constantly being released…
In May 22 release… we have a new feature called Field Parameter, which is a true Game Changer in the way we design our PBI report.
In this video, I'm combining field parameter with the trusted waterfall charts so that we can allow users to select what value to display as well the breakdown to display.
The result is super amazing !!! Hope that you will love this new features as much as I do.
Cheers,
Isabella Susilowati
@LighthouseAnalytix
#powerbitutorialforbeginners, #Powerbi, #powerbitutorial
LA58
Amazing video. You explain thing very simple! Thanks
You're welcome! 😊
True game changer indeed, terima kasih!
:)
Great stuff!
Thanks!
awsome!
Thanks!
excelente video
Thank you !!
Thanks.. very helpful... it would be great if we could have the working files / sources to practice it
Noted
Thanks! This was very helpful! But I don't understand next: if increase is red, decrease green, what means ''other'' in yellow color because there is some value, it's not 0?
Others, which currently get displayed in yellow colours, means... ''everything else".
For example if there are 10 cities.
Year on year sales may be going up in some cities... and going down in some cities.
Power BI are likely to display only the biggest influencer in the waterfall ... for example...
displaying top 2 cities with sales going up... in Green
bottom 2 cities with sales going down... in Red
and everything else... the 6 cities... will be added together and lumped in as others, in Yellow.
Super helpful! Do you know how to change the start and end of the chart based on the selection of two slicer?
we just need 1 slicer, get the user to select two items, and you can structure it to become the start and the end. E.g. if it is year, then if the user select 2021 and 2022, then the waterfall can start at 2021 and finish at 2022.
if you want it to be month and year, then create a slicer where the selections are month & year, so that the user can select Jun-22 and Dec-22, for example, which can then be the start and end of the waterfall.
@@LighthouseAnalytix thank you sooo much!
thanks for the video! so what is the difference in this case between using slicer and field parameter?
without using field parameter, you can only use slicer for showing selections on your ''DIMENSIONS' and not ''MEASURES'
Hello Beauty,
Quick one - How do you do Power BI waterfall chart comparing YTD Current Year vs YTD Last Year? Many thanks.
Hello - thank you for your kind greetings.
Have you seen one of my older videos on how to make waterfall charts in Power BI?
czcams.com/video/PJkKRODCciM/video.html
Hi, May I know how to display the waterfall chart as %change? To show 100% at the start and then the breakdown also in %terms where the end is the year on year % change.
interesting question... I have never tried that before.
You would need to create another measure "% change of total", and then drop that in the tool tips area.
Great 👍.
Kindly mention practice workbook file link also.
Will look into it.
Thank you. How does the waterfall show the most relevant variances so that the colum "Others" doesn't hide a big portion of the delta ?
Go to visualization pane, format your visual, breakdown... and adjust the maximum breakdown shown...
@@LighthouseAnalytix Appreciate your answer. But in this case I don't want to expand the number of breakdowns but want to show the biggest deltas in the same number of breakdowns. Apparently, the standard waterfall doesn't show the biggest variances, but the first ones.
Thought they were ranked based on the 'largest' value
How did you get the other to be in a different colour? and also how did you add Other if its not a measure? Many thanks
go to format pane on the right and look for the settings to change the colour... The Other is automatically added by PBI. You don't need to create it.
Thanks. I have question is there way to automatically select last year if I select only the current year in the slicer.
I can't think of anything right now.
But if you always want to show just this year and last year...
I wouldn't include a slicer. I'd just add 'year' as a filter for the visuals on the filter pane and select this year and last year as a default.
@@LighthouseAnalytix Thanks for the reply. Based on the use case that I have, if I select 202210 in the yearmo slicer then is it possible that the waterfall chart show the breakdown starting from 202110 to 202210 and if I select 202209 in the slicer then the waterfall chart changes to show breakdown from 202109 to 202209. Not sure if possible but thanks anyways.
I’m having issues with x-axis not organising according to chronological order. Any fix for this?
You need to sort the x axis.
@@LighthouseAnalytix I have sorted the x axis using a relational table however it is still not working. Is there an alternative way of sorting it?
@@daphne1213 I also tend to have issues with this. My workaround I use: I set the date to "date" instead of "date hierarchy".
Hi. New Parameter is not giving me an option to select field parameter. Default is what-if only
With regards Field parameters, it is currently is still in 'preview' mode, i.e. not yet made available to public, unless you opt to turn it on...
To enable it... go to
File
Options and settings
Options
Preview features
and then... tick Field Parameters.
@@LighthouseAnalytix many thanks!
In this path field parameter not showing
Which version power bi needed for this feature
Can we do same in Ms Excel?
It will be a bit tricky to set up
For this scenario, setting it up in PBI will be simpler than setting things up in Excel.
mba dari indonesia kah ?
iya 😊
@@LighthouseAnalytix hebat banget 👍 success terus mba ✨✨