Using Price + Volume + Mix Measures to create Sales Waterfall Chart in Power BI Tutorial

If you already know how to create the relevant measures that you want to incorporate into your sales waterfall chart in Power BI .... then feel free to skip through the timeline to Step 5 13:44.

If you are not sure how to create relevant measures, to calculate Price, Volume and Mix impact, then I'd recommend watching from the very beginning of this Power BI video tutorial.

In this Power BI video tutorial, I will step you through how to create a sales waterfall chart that explains sales movement by Price, Volume and Mix. This is a conventional way of explaining sales movement, which is frequently asked in the work place.

I will explain the basic concept of Price, Volume and Mix used in the Sales Waterfall Chart, so that you can grasp the basic concept, before deep diving into creation of the measures, etc.

There are 5 steps required to create waterfall chart in Power BI using measures.
Step 1 - Create the basic measures
Step 2 - Define the key drivers in Period 1 and Period 2
Step 3 - Calculate total sales whilst changing key drivers
Step 4 - Calculate sales change impact for each key drivers change
Step 5 - Creation of the Sales Waterfall using measures created in Step 1 - Step 5.

Feel free to use the timeline to skip through to Step 5 13:44 to jump straight through to How to create waterfall chart using Measures instead of Dimensions, if you already know how to create the measures that you need for inclusion in the Sales Waterfall.

I will be publishing the Power BI report (pbix) working file in my website LighthouseAnalytix.com

I sincerely hope that after watching this video, you will be more confident in creating Power BI Sales Waterfall Chart using Measures, and will be able to put it into practice in your next Power BI report.

If you are interested in creating Power BI Sales Waterfall Chart using Dimension instead of Measures, then please watch my other YouTube videos.
   • POWER BI WATERFALL CHART CRASH COURSE...  


Cheers,
Isabella Susilowati.
‪@LighthouseAnalytix‬ #powerbi #powerbiforbeginners #powerbitutorial

Time lines:
00:00 Introduction
00:30 The Challenge
00:58 How to create Sales Waterfall
02:03 Making Sense of our Sales Waterfall Chart
04:06 Our Data Model
04:32 Custom Sales Waterfall in Action
05:40 How to create the Sales Waterfall - Step 1
07:04 Step 2
08:56 Step 3
12:07 Step 4
13:44 Step 5 - Creating Waterfall Chart using Measures
16:23 Adding Subtotal in Waterfall Chart
17:20 Epilogue

Music by Bensound.com/free-music-for-videos
License code: UGRI9Z2XBWFA1RK9

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