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 in Power BI with 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 Power BI 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 in Power BI, first, Drag and Drop the Profit from Fields section to the Canvas region. It automatically creates a Column Chart, as we showed in below.
Let me add the Product Sub-Category to the Axis section.
Click on the Waterfall Chart under the Visualization section. It automatically converts a Column Chart into a Waterfall Chart.
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.
Create a Waterfall Chart in Power BI Approach 2
First, click on the Waterfall Chart under the Visualization section. It automatically creates a Waterfall Chart with dummy data, as shown in the screenshot below.
To add data to the Power BI Waterfall Chart, we have to add the required fields:
- Category: Please specify the Column that divides the chart (Horizontal axis column).
- Breakdown: Specify the Column that sub-divide 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.
Next, let me add the Product Container to the Category section. You can do this by dragging the Product Container to Category section, or simply checkmark the Product Container column.
Next, we added the Data Labels so that you can see the increased profit.
From the above screenshot, you can see that the Waterfall chart 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 shown below.
This time we sorted the data by Product Container in descending order.
This time we sorted the data by Product Container in ascending order.
Power BI Waterfall Chart Breakdown
Let me add Customer Segment to the Breakdown section. And as you can see from the screenshot below, the waterfall chart has further divided based on the Customer Segment.
Let me do some quick formatting to this Waterfall Chart
NOTE: I suggest you refer to Format Waterfall Chart article to understand the formatting options.