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nishantjainuk / SimpleWaterfall-PowerBI

A Power BI Visual that allows users to create simple waterfall charts just by using measures. The standard waterfall chart isn't design to create multi step waterfall and requires the underlying data to be in a particular layout. You can create multi step waterfall. This is very useful in Finance report where you need to create causal reports.
MIT License
9 stars 4 forks source link

Using tabular editor to format data labels #47

Open anderseik opened 3 years ago

anderseik commented 3 years ago

Hi,

My dataset have several outcomes when it comes to formatting, i.e. sometimes I want to to show full numbers with no decimals, Sometimes formatted in millions with one decimal and so on.

For standard tables and matrixes this works fine, but for bar charts and other visuals this seems to be a missing option.

Is there a way to do this for simple waterfall yet or do I have to chose either "none", "auto" or one of the other options in "value format"

I have tried to change the value format to "None" and added a calculation item that says if slicer x is this than return this format string if not return another format string. But it is not affecting the format on the labels.

Thanks!

nishantjainuk commented 3 years ago

@anderseik

The visual would display the format in the same way it is configured in your model when you select the option "None". Can you send me an example with screenshots and sample pbix file to show where it is not working

Thanks Nishant

AfuaPokua1990 commented 3 years ago

Hi Nishant,

I am also having the same issue. I have created calculation groups in tabular editor, to account for different decimal formats I want based on slicer selections. The formats apply properly in table/matrix visuals and some bar charts but it doesn't apply in simple waterfall. I was hoping it would apply the exact same format to both the labels and the Y-Axis. I've had to set the labels format to "Auto" to get what you see below, otherwise it is totally unformatted with all the decimal places etc image

irinamorari-eq commented 3 years ago

Hei, @nishantjainuk

Great waterfall visual. It is a very useful. As mentioned above there are couple of inconveniences: When Value Format option "None" is selected for Y-Axis & Labels, decimals cannot be adjusted. One can adjust decimals on "Auto", but not on "None". And to do the formatting in Tabular Editor, doesnt help.

Capture

We would greatly appreciate if you can resolve this issue.

The result we want to obtain: 1) Labels - Value Format "None" selection - be able to control decimals (preferably, for Main Values and Category Values separately. For ex. 2 decimals for Main Values (SalesForecast1, Forecast2) and 3 decimals for Category Values (New Wells, Export...). It makes sense to control them separately since the magnitude of the numbers is different for Main and Category! 2) Y-axis - Value Format - None - separator for thousands, millions... comma or space, depending on Region. 3) Regional Sensitive/Awareness - for Auto and None. (for example 1.345K in the Waterfall is shown as 1,345K in another visual from Microsoft (it is confusing for the user when on the same page there are other Microsoft visuals).

Thank you in advance. We look forward to hearing from you.

nishantjainuk commented 3 years ago

@anderseik @deedee9090 @irinamorari-eq

Please see this post from Macro https://github.com/otykier/TabularEditor/issues/380#issuecomment-821824303. As you can see, the dynamic formatting for calculation groups is currently not support by Microsoft.

Thanks Nishant