Step-by-Step Guide to Create a Waterfall Chart in Power BI

1. Open Power BI Desktop:

Launch Power BI Desktop on your computer.

2. Load Your Data:

Click on Home > Get Data.

Choose your data source (e.g., Excel, SQL Server, etc.) and load your data into Power BI.

3. Select the Data for the Waterfall Chart:

In the "Fields Pane", select the data fields you want to visualize. For example, you might choose Order date and sales.

4. Insert a Waterfall Chart:

Go to the "Build" pane on the right side.

Click on the Waterfall Chart icon.

5. Configure the Waterfall Chart:

Drag the desired fields to the appropriate areas in the Build pane

6. Customize the Waterfall Chart:

Use the "Format" pane to customize the appearance of your chart. You can change colors, add data labels, adjust axis titles, and more.

7. Save Your Report:

Once you're satisfied with your chart, save your report by clicking on File > Save As.

Example

Load the Sales Data:

Import your sales data into Power BI.

Create the Waterfall Chart:

Select the "Waterfall Chart" from the "Build" pane.

Add Fields:

Drag the "Order Date" field to the "Category" 

Drag the "Sales" field to the "Y - axis" 

Customize:

Use the "Format" pane to adjust the chart's appearance.

By following these steps, you should be able to create a "Waterfall Chart" in Power BI that effectively visualizes your data

Try Following Formatting Options

1. Breakdown of sales according to region 

Drag the "Region" field to the "Breakdown" - You will be able to see the breakdown of sales according to region 

2. Breakdown of sales according to Category 

Drag the "Category" field to the "Breakdown" - You will be able to see the breakdown of sales according to Category