How to Format Power BI Waterfall Chart with example?. Formatting Waterfall Chart includes changing the Bar colors, Waterfall Chart Title text, Title position, Y-Axis, and X-Axis Details, Data labels, and Background Images, etc.
To demonstrate these Waterfall Chart formatting options, we are going to use the Waterfall Chart that we created earlier. Please refer Waterfall Chart in Power BI article to understand the steps involved in creating a Waterfall Chart.
How to Format Power BI Waterfall Chart in Power BI
Please click on the Format button to see the list of formatting options that are available for this Waterfall Chart. As you can see from the below screenshot, Hovering over any bar show you the Profit difference between the Product Containers
Format Power BI Waterfall Chart General Settings
Use this General Section to Change the Chart Responsiveness, X, Y position, Width and height of a Waterfall Chart
Format Legend of a Waterfall Chart in Power BI
Please select the Legend region and toggle the option from Off to On to enable Legend.
As you can see from the screenshot below, we used the Position drop-down box to change the legend position to Top Center. Next, we changed the legend Color to Brown and text size to 15.
Format X-Axis of a Waterfall Chart in Power BI
The following are the list of options that are available for you to format the Horizontal axis or X-Axis. As you can see from the screenshot below, we change the Color to Brown, Text Size to 14, and font family to Cambria.
By default, the X-Axis title set to Off. Let me change the option from Off to On. Next, change the Title Color to Green, Font style to Cambria, and Font Size to 25.
Format Y-Axis of a Power BI Waterfall Chart
The following are the list of options available to format vertical Axis. Here, you can change the default start and end values of the YAxis
As you can see, we changed the Y-Axis Font color to Brown, Font Family to Cambria, Display units to Thousands, and Text Size to 15.
By default, the X-Axis title set to Off. Let me change the option from Off to On. Next, we changed the Y-Axis Title Color to Green, Text Size to 25, and Font family to Cambria.
By toggling the Gridlines option from On to Off, you can disable the Gridlines.
- Color: You can change the Gridlines color.
- Stroke Width: Use this to change the Gridlines width.
- Line Style: Choose the line style such as Solid, dotted, and dashed.
Here, we changed the color to gold, and line style to dashed.
Format Data Labels of a Waterfall Chart in Power BI
Data Labels display the Values (Sales or Profit at each point of time). As you can see from the screenshot below, we enabled data labels and changed the color to green.
Format Waterfall Chart in Power BI Plot Area
Using this Plot Area property, you can add custom Images as the Background of the waterfall Chart. For the demonstration purpose, we added one image as the Plot Area Background.
Format Power BI Waterfall Chart Data Colors
Please change these colors as per your requirements.
Format Power BI Waterfall Chart Breakdown
This option restricts the number of breakdowns waterfall charts allowed. While we are creating this waterfall chart, we added the Customer Segment as the Breakdown property.
Our data has 4 records under the Customer Segment, and that’s why breakdown is showing those 4 records.
Let me change the value to 2. It means the waterfall allows a maximum of two breakdowns in between each product container.
Format Power BI Waterfall Chart Title
By toggling the Title option from On to Off, you can disable the Waterfall Chart title.
From the screenshot below, you can see we change the Font Color to Green, Title Alignment to center, Text Size to 25, and Font Family to Georgia. If you want, you can add the background color to the title as well.
Format Power BI Waterfall Chart Background Color, and Borders
You can add the Background color to a Waterfall Chart by toggling Background option to On. For the demonstration purpose, we added a random yellow color with 30% transparency.
Similarly, you can add Borders to a Waterfall Chart by toggling the Border option from Off to On.
