Do you want to learn to set start and ending totals in the Power BI waterfall chart?
In this Power BI tutorial, we will see how to set as total in Power BI Waterfall chart.
Also, we will cover some of the topics below:
- How do you add the total to the waterfall chart?
- Power BI waterfall chart removes the total
- Power BI waterfall chart total on the left
- Power BI waterfall chart change total name
How to Set as Total in Power BI Waterfall Chart
Here, we will explore how to set the total at the beginning and end of the Power BI Waterfall chart.
Unfortunately, the Power BI Waterfall chart lacks the functionality to display the total value at both the start and end of the chart. It only shows the total at the end.
However, Power BI can achieve this functionality by utilizing a Custom Waterfall Visual.
For example, we have the table below, which I created using the Enter data feature in Power BI.
Follow the steps below to create a custom visual that displays totals at the beginning and end of the Waterfall chart. These values will represent Prior Year Revenue and Current Year Revenue, respectively.
- Open Power BI Desktop and create the data using the Enter Data feature.
- To add the Custom Visual to Power BI Desktop, for this, click on the (…) -> then select Get more visual.
- From the Power BI Visual Marketplace, search for ‘Waterfall‘ to see the ‘Ultimate Waterfall chart‘.
- Now click on the Add button to add the Waterfall visual to the Power BI Desktop.
- Once it gets imported, you can see the success message.
- Now we will pivot the data, for this, click on the Transform data to open Power Query Editor.
- In Power Query Editor, right-click on the Table and select the Duplicate table.
- To pivot the table, go to the Transform tab, then select the Pivot Column option.
- The pivot Column window will open. From here, select the Total Value under the Value option. Then click on OK.
- Now your table is pivoted and it looks like below. So click on Close and Apply to load the data in Power BI Desktop.
- In Power BI Desktop, select the Ultimate Waterfall chart from the visualization pane.
- Then, drag and drop all the columns from the new table to the Values field. Then, in the Current Year, Revenue in the Last value.
- You can see something like this below.
- Next, click on the Format pane and disable the Total section.
- Then expand the Last bar, here provide the name as ‘Current Year revenue’.
- Now you can see the Waterfall chart having a total at the start and end of the Waterfall chart.
This is how we can add the total at the start and end of the visual in Power BI Desktop.
Power BI waterfall chart removes the total
Here, we will see how to remove the total in the Power BI Waterfall chart.
For example, we will use the Financial Excel workbook and create a Waterfall chart in Power BI that displays the graph of COGS based on Product. We will remove the total bar from this waterfall chart in Power BI.
Follow the below steps to remove the total bar in Power BI Desktop.
- Open Power BI Desktop, and then click on Excel workbook from the ribbon.
- Select the Excel from your local system.
The Navigator window will open; from here, select the table and then click on the Load.
- To create the Waterfall chart in Power BI, select the Waterfall chart from the visualization pane.
- Now the blank waterfall chart is added to the Power BI Canvas.
- Drag and drop the COGS and Product to the y-axis and Category field, respectively.
- Now the waterfall chart is displaying the Cogs based on the Product.
- Next, click on the Format pane icon, expand the column section, and then expand the Color section.
- Then toggle off the ‘Show total column’ option.
Now you can see the Total column is removed from the Power BI Waterfall chart.
This is how we can remove the total column in the Power BI Waterfall chart.
How do you add the total to the waterfall chart?
Here, we will see how to add the total to the waterfall chart in Power BI.
In the previous section, we discussed how to remove the total column from the Waterfall chart. To add the Total column in Power BI’s Waterfall chart, follow the steps below.
- Select the Waterfall chart in Power BI Desktop, then click the Format pane icon.
- Next, expand the Column section, then the Color section.
- From here, toggle on the ‘Show total column‘ option in Power BI.
- You can see the total column is added to the Waterfall chart.
Power BI waterfall chart total on the left
In Power BI, the total cannot be moved to the left side of the Waterfall chart; it is always displayed on the right side.
Power BI waterfall chart change the total name
In Power BI, we cannot change the name of the total column in the Waterfall chart. Power BI does not provide any option to customize the name of the total column.
Conclusion
In this Power BI tutorial, we saw how to set as total in Power BI waterfall chart. Also, we covered the below topics:
- How to set it as total in the Power BI waterfall chart
- How do you add the total to the waterfall chart?
- Power BI waterfall chart removes the total
- Power bi waterfall chart total on the left
- Power bi waterfall chart change total name
Additionally, you may like some more Power BI articles:
- How to Apply Transparency in Power BI Area Chart
- Power BI Bar Chart Show Value and Percentage
- Power Bi Bar Chart
- Funnel Chart in Power BI
After working for more than 18 years in Microsoft technologies like SharePoint, Microsoft 365, and Power Platform (Power Apps, Power Automate, and Power BI), I thought will share my SharePoint expertise knowledge with the world. Our audiences are from the United States, Canada, the United Kingdom, Australia, New Zealand, etc. For my expertise knowledge and SharePoint tutorials, Microsoft has been awarded a Microsoft SharePoint MVP (12 times). I have also worked in companies like HP, TCS, KPIT, etc.
