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 and and Charts articles to understand the steps involved in creating a Power BI 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 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 the text size to 15.
Format X-Axis
The following is the list of options available for you to format the Horizontal axis or X-axis. As you can see from the screenshot below, we changed the Color to Brown, the Text Size to 14, and the font family to Cambria.
By default, the X-Axis title is set to Off. Let me change the option from Off to On. Next, change the Title Color to Green, the Font Style to Cambria, and the Font Size to 25.
Format Y-Axis of a Power BI Waterfall Chart
The following is the list of options available to format the 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, the Font Family to Cambria, the Display units to Thousands, and the Text Size to 15.
By default, the X-Axis title is 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 the Font family to Cambria.
By toggling the Gridlines option from On to Off, you can disable the Gridlines. Here, we changed the color to gold and the line style to dashed.
- Color: You can change the Gridlines color.
- Stroke Width: Use this to change the Gridlines width.
- Line Style: Choose a line style such as Solid, dotted, or dashed.
How do you add data labels to a Power BI waterfall chart?
Under the Visualization pane, click on the Format your Chart option. Next, toggle the Data labels option On. Furthermore, you can format the color, font style, size, and display units to thousands, millions, etc.
Data Labels display the Values (Sales or Profit at each point in time). As you can see from the screenshot below, we enabled data labels and changed the color to green.
Format Waterfall Chart Plot Area
Using this Plot Area property, you can add custom Images as the Background of the waterfall Chart. For demonstration purposes, we added one image as the Plot Area Background.
Format 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 of waterfall charts allowed. While 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 the breakdown shows those 4 records.
Let me change the value to 2. It means the waterfall allows a maximum of two breakdowns between each product container.
Format Power BI Waterfall Chart Title
You can disable the Waterfall Chart title by toggling the Title option from On to Off. From the screenshot below, we changed the Font Color to Green, the Title Alignment to the center, the Text Size to 25, and the Font Family to Georgia. You can add the background color to the title if you want.
Format Power BI Waterfall Chart Background Color, and Borders
You can add the Background color to a Waterfall Chart by toggling the Background option to On. For demonstration purposes, 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.
