Opening the dataset. We need to create a calculated field first
Calculated Field: Monthly Position Calculation
IF [Description] = "Gained" Then DATETRUNC('month', [Date]) + 5
ELSE DATETRUNC('month', [Date]) + 15
END
Right-click and drag calculated field to Columns and select continuous Month. Drag Computed Net to Rows, change Marks card to Gantt Bar
You will have following canvas
Click the drop-down arrow on Monthly Position Calculation on Columns and select Exact date . Create second calculated field:
Calculated Field: -Amount
-[Amount]
Drag -Amount to Size and Description to Color. You will now have a waterfall chart
If you want to compare monthly gain and loss with a much easier look. Here is a trick you can do. Create another calculated field
Calculated Field: Monthly Position Calculation (STR)
IF [Description] = "Gained" Then 'a'
ELSE 'b'
END
On Columns, replace the previous calculated field with the new one. Drag Date to the left of calculated field, choose discrete Month. Feel free to filter division if needed.
