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Artie Frequent Visitor
Frequent Visitor

How to build a "Waterfall" Forecast Report

Hi there,

 

I'm trying to build a table to compare how the forecast for a full year have been changing from month over month. It is called "waterfall" at my company.  However, "waterfall" is not the name at the global community, so I haven't succeed in finding references on how to build it.

 

Example:

image.png

 

Green cells refer to actual sales and yellow cells to forecast. Each row shows the forecast/actual for the full year rolled out in a certain month (forecasting cycle).

 

I designed the report having a Dates Dimension table and two fact tables: Forecast and Actuals.  Unfortunately, the outcome is not what I expected:image.png

 

 

Does anyone knows if there is already a template/visual to accomplish this report?

 

I'd like to avoid developing queries/processes to calculate the full year estimate for each forecasting cycle a/o product.

 

Please advise.

 

Thank you.

4 REPLIES 4
Community Support Team
Community Support Team

Re: How to build a "Waterfall" Forecast Report

hi, @Artie

We could have a try about it, Could you please share your sample pbix file or some data sample and expected output. You can upload it to OneDrive and post the link here. Do mask sensitive data before uploading.

 

 

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
ssudarshan75 New Member
New Member

Re: How to build a "Waterfall" Forecast Report

This is a standard report in Supply Chain, please advise how to generate this.

* Forecast waterfall

* Commit Waterfall

* Forecast Commit Waterfall

Super User
Super User

Re: How to build a "Waterfall" Forecast Report

Hi,

Share some data and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Highlighted
frenchfries New Member
New Member

Re: How to build a "Waterfall" Forecast Report

@Artie Were you able to produce this report? I am trying to create something similar and I am having trouble.

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