Chapter 5. Waterfall Chart

In this chapter we will begin with standard visual provided by Microsoft and discuss its features and limitations. We will pay attention to data preparation and even introduce you to Power Query. Finally, we’ll end with “Simple Waterfall” and explain its benefits.

In order to make informed decisions based on data, it is not sufficient to merely compare target versus actual values. In certain processes such as manufacturing, finance or enterprise sales, it is crucial to understand the specific factors that contributed to the deviation from the plan. If you possess detailed data on the influencing factors, the most effective way to visualize them is through a Waterfall chart. Although it is included in the basic set of Power BI visuals, we consider it an advanced option due to the various intricacies involved in its construction. Furthermore, we will explore alternative variations of Waterfall charts available ...

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