If you have tried to use the default Power BI waterfall chart to recreate your PowerPoint variance bridge but got frustrated because you were not able to show from and to values along with your variances, then you are in luck, because in this video I will show you how you can build any variance bridge in power bi and make it look the way you would expect it to.
Most waterfall charts that you see in Power BI look like this:
In other words, you can see the total variance (1.4M) in the chart above, and also the breakdown of that variances along the selected category., However, you are not able to see the starting and ending values like you can in the chart below:
In my video I go over the steps to make the standard Power BI Waterfall chart do what you would expect it to do out of the box. Please see the DAX below for additional details:
Original Margin PVM
PVM (Margin) =
SWITCH (
SELECTEDVALUE ( PVM[PVM] ),
“Price”, [PVM Margin – Price Impact],
“Volume”, [PVM Margin – Volume Impact],
“Mix”, [PVM Margin – Mix Impact],
BLANK ()
)
Adjusted Margin PVM
PVM (Margin) Bridge =
SWITCH (
SELECTEDVALUE ( Walk[WalkSort] ),
1, SWITCH (
SELECTEDVALUE ( PVM[PVM] ),
“Price”, -1 * [PVM Margin – Price Impact],
“Volume”, -1 * [PVM Margin – Volume Impact],
“Mix”, -1 * [PVM Margin – Mix Impact],
[Margin LY]
),
2, SWITCH (
SELECTEDVALUE ( PVM[PVM] ),
“Price”, 0,
“Volume”, 0,
“Mix”, 0,
[Margin]
)
)
Walk table:
|
WalkStart |
WalkSort |
| LY | 1 |
| Actual | 2 |
Category (or PVM) table:
|
PVM |
Order |
| Price | 1 |
| Volume | 2 |
| Mix | 3 |
| New Products | 4 |
| Discontinued Products | 5 |
You need to post sample PBI file which would help us understand better.
I will post it with the next review of the other waterfall chart custom visuals that I said I would do. Hopefully, next week…
Do the 2 tables Walkstart andPVM have to be linked to the table where you have the values through relations?
They should not be linked