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How to Use Waterfall and Funnel Charts

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Waterfall and funnel charts are two of the more interesting (and perhaps uncommon) standard visualizations that are included in Power BI. To create a blank chart of either type, select its icon from the Visualizations pane.

Waterfall charts are typically used to show changes in a particular value over time.

Waterfalls only have two bucket options: Category and Y Axis. Drag a time-based field such as year to the Category bucket, and the value you want to track to the Y Axis bucket. Time periods where there was an increase in value are displayed in green by default, while periods with a decrease in value are displayed in red.

Funnel charts are typically used to show changes over a particular process, such as a sales pipeline or website retention efforts.

Both Waterfall and Funnel charts can be sliced and visually customized.

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