Waterfall Chart in Power BI

Power BI Waterfall Chart is very useful to visualize the Sales or Profit over some time. Let me show you how to create a Waterfall Chart with an example.

For this Power BI Waterfall Chart demonstration, we are going to use the Excel Data Source that we created in our previous article. So, Please refer to Connect to Excel Multiple Excel Sheets article to understand the Power BI Data Source.

How to Create a Waterfall Chart in Power BI

To create a Waterfall Chart, first, Drag and Drop the Profit from the Fields section to the Canvas region. It automatically creates a Column, as shown below.

Source 1

Let me add the Product Sub-Category to the Axis section.

Add Fields to Axis and Values 2

Click on the Waterfall Chart under the Visualization section will automatically convert a Column Chart.

Converting Column to Waterfall Chart in Power BI 3

Next, we added the Data Labels so that you can see the increased or decreased profit amount. Under the sentiment colors, you can change these bar colors as well.

Waterfall Chart in Power BI 4

Create a Waterfall Chart in Power BI Approach 2

First, click on the Waterfall Chart under the Visualization section. It automatically creates it with dummy data, as shown in the screenshot below.

Add Category, breakdown, Y-Axis, Tooltip of WF 5

To add data to the Power BI Waterfall Chart, we have to add the required fields:

  • Category: Please specify the Column that divides this plot (Horizontal axis column).
  • Breakdown: Specify the Column that sub-divides the Details data.
  • Y-Axis: Please specify the Metric Column that represents the Vertical Axis.

Let me drag the Profit from the Fields section to the Y-Axis section.

Add Measures to Y-Axis of a WF 6

Next, let me add the Product Container to the Category section. You can do this by dragging the Product Container to the Category section or simply checkmark the Product Container column.

Add product Container to Category section 7

Next, we added the Data Labels so that you can see the increased profit.

Adding Lables 8

From the above screenshot, you can see that it is sorted by Profit in descending order. So, let me sort the chart by Profit in ascending order. To do this, click on the … (3 dots) on the top right corner, and select the Left corner of the Sort By Profit option, as we have shown below.

Sort by Field 9

This time we sorted the data by Product Container in descending order.

Sort by Product Container Option 10

This time we sorted the data by Product Container in ascending order.

Sort By Option in WF 11

Breakdown

Let me add Customer Segment to the Breakdown section. And as you can see from the screenshot below, it has been further divided based on the Customer Segment.

Breakdown Option of Waterfall Chart in Power BI 12

Let me do some quick formatting to this Power BI Waterfall Chart

NOTE: I suggest you refer to the Format article to understand the formatting options.

Waterfall Chart in Power BI 13