Power BI Custom Visual

Waterfall Chart for Power BI

AI-generated waterfall chart for Power BI. Describe what you need in plain English; download a ready-to-import .pbiviz file. Full TypeScript source included.

A waterfall chart shows how a starting value grows or shrinks through a sequence of positive and negative contributions, ending at a final value. Finance teams call it a "bridge" — prior-year revenue bridged to current-year revenue through price, volume, mix, and FX effects. Product managers use it to show feature-by-feature adoption impact; ops teams use it for variance analysis.

Power BI ships a waterfall visual, but it's constrained: one category dimension, no running-total line, limited control over up/down/subtotal colors, and it can't show intermediate subtotals without awkward workarounds. For board-ready walks you usually end up exporting to Excel.

VizForge generates a Power BI waterfall custom visual that matches exactly what your finance or ops team needs: multiple subtotal columns, custom colors for positive/negative/neutral, optional running-total line, and label positioning that doesn't collide with bars.

When to use a waterfall chart in Power BI

Revenue walk: prior year → price → volume → mix → FX → current year
Budget reconciliation: budget → categorical variances → actual
Funnel bridge: top-of-funnel → each drop-off → conversions
Cost walk: last year's cost → inflation → efficiency → new costs → this year
Product launch impact analysis by feature

Example prompt

Example VizForge prompt

Waterfall showing revenue bridge from last quarter to this quarter: starting total, then 4 positive/negative drivers (price, volume, mix, FX), then subtotal, then 2 more drivers, ending at this quarter total. Green up, red down, grey subtotals.

Data shape required

Two columns minimum: Category (text, ordered) and Value (signed numeric; positive = increase, negative = decrease). Optional IsSubtotal flag to render as accumulated bar.

Typical DAX measures

Bridge Value = SUM( Bridge[Value] )

Running Total =
    CALCULATE(
        [Bridge Value],
        FILTER( ALLSELECTED( Bridge[Category] ), Bridge[StepOrder] <= MAX( Bridge[StepOrder] ) )
    )

Is Subtotal =
    IF( MAX( Bridge[IsSubtotal] ) = 1, 1, 0 )

Generate a Waterfall Chart — starts free

Free plan: 3 visuals per month. No credit card required.

FAQ

Can I have intermediate subtotals?

Yes. Mark rows with IsSubtotal = 1 and the visual renders them as full-height bars summing to that point.

Does it support running-total line?

Yes — toggle 'Show running total' in the formatting pane to overlay a line tracking cumulative value.

How does it handle negative start values?

Bars are drawn relative to the running total so a negative start just starts the sequence below zero. The final bar anchors to the computed end value.