Waterfall Forecast with Accuracy Percentage question(s)

Knoble · ‎10-23-2024

I have a dataset that I need to create the following in Power BI.

I built out the excel file and imported it like this, but now I'm feeling like I either didn't set it up accurately, or there is a step I am missing to get the percentages to look like the above (the forecast date is the forecast version and each group has to provide a fresh forecast each month).

This is the output I am getting, the up to 30 days out is matching, but everything else is wrong. I would appreciate any and all assistance.

I would also value your thoughts in how to establish a 30, 60, and 90 day slicer.

Thank you

sevenhills · ‎10-23-2024

I believe what you are doing is called cohort chart.

pls. check these links:

https://olubukunolaakinsola.medium.com/cohort-analysis-with-power-bi-and-sql-7ebee40a523d

https://www.youtube.com/watch?v=rOJ46AI2gMY

https://chartexpo.com/blog/cohort-analysis

https://www.youtube.com/watch?v=vbg4Je1tuis

https://datapot.vn/huong-dan-xay-dung-cohort-analysis-tren-power-bi/

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v-xianjtan-msft · ‎10-30-2024

Hi @Knoble

Sevenhills' reply shared a wealth of reference resources, did it help you solve your problem? If yes, please consider accepting sevenhills' reply as a solution, which is helpful for other users seeking answers to similar questions.
If you have any other questions, please feel free to contact me.

Best Regards,
Jarvis Tang
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