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Power BI Waterfall Chart + Field Parameter = Enhanced P&L Report and variance analysis in PBI !!!

  Рет қаралды 19,035

Lighthouse Analytix

Lighthouse Analytix

Күн бұрын

Пікірлер: 49
@Oscar_Mendez
@Oscar_Mendez Жыл бұрын
Amazing video. You explain thing very simple! Thanks
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
You're welcome! 😊
@adnanazad6102
@adnanazad6102 2 жыл бұрын
True game changer indeed, terima kasih!
@LighthouseAnalytix
@LighthouseAnalytix 2 жыл бұрын
:)
@ommm4169
@ommm4169 Жыл бұрын
Thanks.. very helpful... it would be great if we could have the working files / sources to practice it
@LighthouseAnalytix
@LighthouseAnalytix 11 ай бұрын
Noted
@ronaldbaronirojasguerrero7831
@ronaldbaronirojasguerrero7831 Жыл бұрын
excelente video
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
Thank you !!
@bensonchua2117
@bensonchua2117 Жыл бұрын
Great stuff!
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
Thanks!
@low_quality666
@low_quality666 Жыл бұрын
awsome!
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
Thanks!
@ljiljanaivic4166
@ljiljanaivic4166 Жыл бұрын
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?
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
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.
@punchbuddies220
@punchbuddies220 Жыл бұрын
Hello Beauty, Quick one - How do you do Power BI waterfall chart comparing YTD Current Year vs YTD Last Year? Many thanks.
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
Hello - thank you for your kind greetings. Have you seen one of my older videos on how to make waterfall charts in Power BI? kzfaq.info/get/bejne/hrCbfrWAqanHmYE.html
@music-hn2jv
@music-hn2jv Жыл бұрын
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 ?
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
Go to visualization pane, format your visual, breakdown... and adjust the maximum breakdown shown...
@music-hn2jv
@music-hn2jv Жыл бұрын
​@@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.
@LighthouseAnalytix
@LighthouseAnalytix 11 ай бұрын
Thought they were ranked based on the 'largest' value
@growlife4779
@growlife4779 3 ай бұрын
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
@LighthouseAnalytix
@LighthouseAnalytix 3 ай бұрын
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.
@paulinasanchez3009
@paulinasanchez3009 Жыл бұрын
Super helpful! Do you know how to change the start and end of the chart based on the selection of two slicer?
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
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.
@paulinasanchez3009
@paulinasanchez3009 Жыл бұрын
@@LighthouseAnalytix thank you sooo much!
@karinahulka9980
@karinahulka9980 Жыл бұрын
thanks for the video! so what is the difference in this case between using slicer and field parameter?
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
without using field parameter, you can only use slicer for showing selections on your ''DIMENSIONS' and not ''MEASURES'
@arbazahmad7177
@arbazahmad7177 Жыл бұрын
Great 👍. Kindly mention practice workbook file link also.
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
Will look into it.
@user-gt4lg8hm4c
@user-gt4lg8hm4c Жыл бұрын
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.
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
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.
@daphne1213
@daphne1213 Жыл бұрын
I’m having issues with x-axis not organising according to chronological order. Any fix for this?
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
You need to sort the x axis.
@daphne1213
@daphne1213 Жыл бұрын
@@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?
@watcher1818able
@watcher1818able Жыл бұрын
@@daphne1213 I also tend to have issues with this. My workaround I use: I set the date to "date" instead of "date hierarchy".
@rishabh1993
@rishabh1993 Жыл бұрын
Thanks. I have question is there way to automatically select last year if I select only the current year in the slicer.
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
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.
@rishabh1993
@rishabh1993 Жыл бұрын
@@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.
@watcher1818able
@watcher1818able Жыл бұрын
Hi. New Parameter is not giving me an option to select field parameter. Default is what-if only
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
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.
@watcher1818able
@watcher1818able Жыл бұрын
@@LighthouseAnalytix many thanks!
@archanasahoo3738
@archanasahoo3738 Жыл бұрын
In this path field parameter not showing
@archanasahoo3738
@archanasahoo3738 Жыл бұрын
Which version power bi needed for this feature
@ChvpdVara
@ChvpdVara 2 жыл бұрын
Can we do same in Ms Excel?
@kidzaurus
@kidzaurus 2 жыл бұрын
It will be a bit tricky to set up
@LighthouseAnalytix
@LighthouseAnalytix 2 жыл бұрын
For this scenario, setting it up in PBI will be simpler than setting things up in Excel.
@j.a_9756
@j.a_9756 Жыл бұрын
mba dari indonesia kah ?
@LighthouseAnalytix
@LighthouseAnalytix Жыл бұрын
iya 😊
@j.a_9756
@j.a_9756 Жыл бұрын
@@LighthouseAnalytix hebat banget 👍 success terus mba ✨✨
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