Forum Discussion
Trying to create metrics for a Finacially Complex ARR Bridge
Hey All,
I am trying to create the following measures in an ARR Bridge tab for some complex Financial Analysis:
1. Opening - opening ARR in the period i.e. for FY22 - Jun-21 ARR, FY23 - May-22 ARR and LTM Nov-23 - Nov-22 ARR.
2. Lost Customer - Opening ARR for a customer that no longer generates revenue in a given period.
3. Downsell - the difference between the opening and closing ARR when a customer generates less revenue in a given period.
4. Gross Retention - Opening less Lost Customers Less Downsell.
5. Upsell - the difference between the opening and closing ARR when a customer generates more revenue in a given period.
6. Net Retention - Gross Retention plus Upsell.
7. New customer - Closing ARR for a customer that has generated revenue for the first time in a given period.
8. Closing ARR - Net Retention plus New Customer.
All of these have to be presented for FY 22, FY 23 and LTM 22-23
Now I have a Revenue table that has Customer, Date, Revenue, ARR and some other fields. It also has a Fiscal Quarter and Year field derived from the date field.
This is the table:
| id | Customer | invoiceFrequency | inititalStartDate | currentContractLength | renewalDate | Ent | MS | recurringNRR | Product | productNumber | Month | Cost | createdAt | updatedAt |
| 63 | Abs | Annual | Nov-23 | 36 | Nov-26 | S | MS | Recurring | IR | 4 | Jun-21 | 0 | 2024-01-19 10:33:26.395 +0000 | 2024-01-19 10:33:26.395 +0000 |
| 64 | gdfb | Annual | Nov-23 | 36 | Nov-26 | S | MS | Recurring | IR | 4 | Jul-21 | 0 | 2024-01-19 10:33:26.395 +0000 | 2024-01-19 10:33:26.395 +0000 |
| 65 | gfbf | Annual | Nov-23 | 36 | Nov-26 | S | MS | Recurring | IR | 4 | Aug-21 | 0 | 2024-01-19 10:33:26.395 +0000 | 2024-01-19 10:33:26.395 +0000 |
| 66 | hfhg | Annual | Nov-23 | 36 | Nov-26 | S | MS | Recurring | IR | 4 | Sep-21 | 0 | 2024-01-19 10:33:26.395 +0000 | 2024-01-19 10:33:26.395 +0000 |
| 67 | gdgd | Annual | Nov-23 | 36 | Nov-26 | S | MS | Recurring | IR | 4 | Oct-21 | 0 | 2024-01-19 10:33:26.395 +0000 | 2024-01-19 10:33:26.395 +0000 |
| 68 | fgfgf | Annual | Nov-23 | 36 | Nov-26 | S | MS | Recurring | IR | 4 | Nov-21 | 0 | 2024-01-19 10:33:26.395 +0000 | 2024-01-19 10:33:26.395 +0000 |
How can I calculate the above measure in Dax? Are they too complex for PowerBI and should be taken to a SQL Stored procedure or can they possibly be achieved in PowerBI. Here is what the Table should look like:
| ARR Bridge | |||
| £'000 | FY22* | FY23 | LTM Nov-23 |
| ARR | |||
| Opening (1) | 2,755 | 5,569 | 9,013 |
| Lost Customer (2) | (117) | (278) | (896) |
| Downsell (3) | (302) | (375) | (262) |
| Gross Retention (4) | 2,336 | 4,917 | 7,855 |
| Upsell (5) | 287 | 3,340 | 1,790 |
| Net Retention (6) | 2,623 | 8,257 | 9,645 |
| New Customer (7) | 2,946 | 4,243 | 3,985 |
| Closing (8) | 5,569 | 12,500 | 13,630 |
Please guide on what should be the approach to solve this. Thanks
- Anonymous2 years ago
Hi ManaT ,
Can you please share a pbix or some dummy data that keep the raw data structure with expected results? It should help us clarify your scenario and test to coding formula.
How to Get Your Question Answered Quickly
BTW, you can also take a look at the calculation group usage in dax expressionIntroducing Calculation Groups - SQLBI
Regards,
Xiaoxin Sheng
1 Reply
- AnonymousNot applicable
Hi ManaT ,
Can you please share a pbix or some dummy data that keep the raw data structure with expected results? It should help us clarify your scenario and test to coding formula.
How to Get Your Question Answered Quickly
BTW, you can also take a look at the calculation group usage in dax expressionIntroducing Calculation Groups - SQLBI
Regards,
Xiaoxin Sheng