This article will show you how to create an ARR waterfall in Cube using the Running Total formula. You can apply this method to several different ops metrics, such as User Count or # of Bookings.
There are 2 steps:
1. Set up dimension members
Before you're able to create the waterfall on a workbook, you'll need to add 6 Account dimension members to Cube:
- ARR, BOM
- ARR at the beginning of a given month
- Formula: <RUNNING_TOTAL("Net ARR")>
- Time Rollup Type: Ending Balance
- Parent: ARR Waterfall
- New ARR
- ARR booked during a given month
- Time Rollup Type: Sum
- Parent: Net ARR
- Churn ARR
- ARR lost during a given month
- Time Rollup Type: Sum
- Parent: Net ARR
- Net ARR
- Change in ARR during a given month
- Time Rollup Type: Sum
- Parent: ARR Waterfall
- ARR, EOM
- ARR at the end of a given month
- Formula: "ARR, BOM" + "Net ARR"
- Time Rollup Type: Ending Balance
- Parent: ARR Waterfall
- ARR Waterfall
- This will be used as a parent to house the dimensions above
2. Fetch & publish data
Now that those dimensions are set up, build a range that includes these new accounts.
"ARR, BOM" and "ARR, EOM" are formula dimensions, so you'll only need to input data into "New ARR" and "Churn ARR". After you've input values for those dimensions, you can publish them to Cube. Learn more about publishing data.
After publishing values for "New ARR" and "Churn ARR", you can fetch data for the other accounts to your sheet. The formula dimension members will return the calculated value. Learn more about fetching data from Cube.