The article will stuff your brain with the concepts of Waterfall Charts and Power BI Funnels in SQL Server
Aren’t waterfalls awesome? But you know what beats them! Waterfall charts in SQL Server and Power BI Funnels! What are waterfall charts? Why do we use Power BI Funnels? What all we can do with these tools in SQL? Let’s find out more about these exciting tools of SQL in details.
What are Funnels charts?
A waterfall chart simply makes you aware about the variance or changes in a set of categories. A Funnel chart, on other hand, shows you the values as you progress from series one to next, and as you might have guessed, it closely resembles the shape of funnel.
You have to install Power BI Desktop to work on these two charts, and furthermore we’ll use Wide World Importers SQL 2016 database which you can easily download from the Microsoft’s site.
You can load various tables from the above mentioned database, and then you can select Funnel Chart from Visualizations menu and drag it to the design grid. Then, you can add a measure value from the fields in table to the group area. It will generate a basic funnel shaped graph as it will show that the series has changed from largest to smallest value. You may explore other features of funnel chart in format option which can be used to select color pattern, and customize the entire appearance of the funnel chart. Other options like text resize and text color are also there which users are free to experiment.
Furthermore, you can add another category group for better results or analysis. You will see two drill down buttons towards the upper left corner, which helps in drilling down levels as per users’ preference. The results after you select any one of the level will be funnel shaped and would arrange the data as in decreasing order. It will show the natural development of a value over a series. The funnel however won’t be necessarily a uniform funnel because it entirely depends on the value set.
What are Waterfall Charts?
They are somewhat similar to funnel charts, as it displays the change over some category or series but it doesn’t show the summated values. The visualization in Waterfall charts is focused towards cumulative effect or mathematical variation between the values. For example sales of an organization for a set of years, Waterfall chart won’t show the total sales but the variance between sales in different years or in different categories.
Waterfall charts can be found in the Visualizations menu, and thus it can be dragged to design grid in similar fashion. Now you can define some measure for the Y axis and then pick a category, say Month. The chart would then illustrate the ups and downs (variance) of the sales according to months. You can even refine the chart by including a Breakdown Value to improve the results. You can set the limit for breakout category from Format Tab and you can even change the appearance of bars and columns with the help of Sentiment Colors pane.
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