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:
- Dimension Setup
- Publishing and Fetching
1. Dimension Setup
Before you're able to create the waterfall on a workbook, you'll need to add 6 Account dimensions to Cube:
- ARR, BOM
- ARR at the beginning of a given month
- Formula: <RUNNING_TOTAL("Net ARR")>
- Time Rollup Type: 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: Balance
- Parent: ARR Waterfall
- ARR Waterfall
- This will be used as a parent to house the dimensions above
2. Publishing Data
Now that those dimensions are set up, build a range using 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". Once you've input values for those dimensions, you can publish them to Cube.
After publishing values for "New ARR" and "Churn ARR", you can fetch data for the other accounts to your sheet.
Want to see other use cases in Cube? Let us know here.