Forecasts (EBITDA, Net financial income) from Accounting Balances

[Anonymous]

Good morning all,
I am currently working on the implementation of key figures forecasts (EBITDA, Net financial income) from accounting balances.
The goal is to forecast key figures over 5 to 10 years.
Has anyone worked on such a subject before?
If yes I would like to have the method.

The "Forecast" option in Power Bi is irrelevant.

Thank you

__________________________

Bonjour à tous,
Je travaille présentement sur la mise en place de prévisions de chiffres clés (EBITDA, Résultat net financier) issues de balances comptables.
L'objectif est de faire une prévisions les chiffres clés sur 5 à 10 ans.
Quelqu'un a déjà travaillé sur un tel sujet ?
Si Oui j'aimerais bien avoir la méthode.

L'option '' Prévision " dans Power Bi n'est pas pertinante.

Merci

[v-yuaj-msft]

Hi @Anonymous ,

Based on your description, I suggest you can use forecasting features in line chart visuals if you have time data in your data source. Please refer to this link. 

Hope that's what you were looking for.

Best Regards,

Yuna

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[aj1973]

Hi @Anonymous 

I join @StefanoGrimaldi to his ideas and add that the easiest way with the least complex statistical measures is to use Parameters in power Bi. It projects the revenu over a Forecast factor.

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Moi aussi je travaille sur un projet comme le votre et j'attend la fermeture du bilan pour passer au prévision. le voilà

https://app.powerbi.com/view?r=eyJrIjoiMmFhYWVlMDUtYTk3My00Y2U2LTgwMWEtZDQwNjAyNmQwNjc5IiwidCI6IjgzNTU5ODFiLTJlYTYtNDdjZi04ZjJiLTc3MTY3N2FmZjMyZCJ9&pageName=ReportSectione052fcce1f285e771356

[StefanoGrimaldi · Accepted solution]

well here you have a complex one this will be affected not only by how you prepare the data, you need to know your market here you will need some financial concepts first, you need to brake down the component of each key measure what make of it, and prepare those metric to make the ytd of them this will vary depending on each company country etc on how they manage they metrics so not much there, 

after that come the forscasting method 

1) stadistical forscasting: you will need to select a stadistical method (lineal, forscasting by station etc etc)

2) planned forscasting: you take data proyected from each department on each of the accounts of the metrics given to you by the departments) 

them you configure your forescasting according to the method and road you and your company decide, this isnt exactly a straight foreward path here.