Waterfall & PVM by SmartVisuals

Why did revenue change? Price, volume, mix, currency, new and lost products - computed for you. Give the visual units and revenue by product or customer for two periods and it draws the price-volume-mix bridge finance teams otherwise build by hand in DAX: volume, mix, price, cost, currency, new and lost items, with the method named on the chart and every label adding up to the end total.

Free features (every viewer, no licence, no time limit):

• Waterfall chart with thousands of steps, subtotals and totals (cumulative totals) from a step-type field or an "=" name prefix, start and end pillars, invert per step
• Variance bridges: budget to actual or prior year to actual by category, from a comparison measure or a Period field
• Vertical or horizontal orientation, Top N with Others, sorting (data order, largest impact, value, name), drilldown on the category hierarchy
• Lower is better for cost bridges, IBCS notation (PY, PL, FC, AC), hatched adverse bars
• Data labels (value, % of start or both) that add up after rounding, connectors, gridlines, automatic axis break, difference highlight in value and %, data table
• Target line from a Target measure with the gap to target, two reference lines, axis titles
• Legend (top or bottom), conditional formatting (fx rules, gradient or field value) on step colours, colour by direction or by effect and category
• One-line insight, four themes with their own personality or your report theme colours, every colour, font, label and axis adjustable
• Format on the canvas (on-object formatting): click a bar, label, axis, legend, line or table in the report and format it in place
• Highlight and cross-filtering, tooltips and report page tooltips, the measure's format including dynamic format strings, up to 30,000 rows, guided setup when the visual is empty, 20 languages

Premium features (per-user licence via Microsoft Marketplace, USD 2.99 per user per month or USD 29 per year, first month free):

• Price-volume-mix bridge: volume, mix and price from units and revenue, plus cost (margin bridge), currency (constant-rate revenue), new and lost items
• Four documented methods: price at current volume, price at base volume, separate price x volume interaction, symmetric midpoint; mix and new/lost switches
• Chained multi-period bridges (2024 to 2025 to 2026) from one Period field, up to the latest 24 periods, for variance and price-volume-mix bridges
• Break any effect down by product, top contributors in every tooltip, and an item table that ties the bars back to the items
• Small multiples: one bridge per region or segment, on a shared or independent scale

How it works: bind Category (product or customer), Value (revenue), Volume (units) and a Period field, or Comparison value and Comparison volume. For items sold in both periods the change splits into price = (current unit price - base unit price) x current units, volume = change in total units x base average price, and mix = the shift towards dearer or cheaper items at base prices. Items sold only now form the New bar and items no longer sold the Lost bar, so price, volume and mix compare like with like. Add a cost measure for a margin bridge with price and cost per unit, or revenue at comparison exchange rates for a currency bar. Fees and credit notes without units go to Other. The effects always add up exactly to the change, and the footnote names the method and the base average price.

Accessibility (free): full keyboard navigation as one tab stop (arrow keys, Home and End, Enter or Space to select, Esc to clear, Shift+F10 for the context menu) with a visible focus outline; screen-reader labels on the chart and on every step (name, value and change); Windows high-contrast mode; adverse bars hatched so direction never relies on colour alone; and an Accessibility card in the format pane with focus outline colour and width, a minimum text size for every label, and the hatching switch.

The engine is validated against an independent Python (pandas) implementation on 480 scenarios, including new and discontinued products, returns, zero volume and mixed currencies. Premium features are fully unlocked while you edit, so you can evaluate everything before buying. Viewers without a licence always see a working chart - the free variance bridge of the same numbers - never a blocked or watermarked visual. No data leaves Power BI: the visual makes no external calls.

New in 1.1.0.0: target line, reference lines, axis titles, format on the canvas and dynamic format strings, all free. Release notes: https://smartvisuals.io/changelog

Documentation: https://smartvisuals.io/visuals/waterfall - Support: https://smartvisuals.io/support#waterfall - hello@smartvisuals.io