Waterfall Forecast Comparison Tool

This Spotfire template helps create a Waterfall Chart to track changes from one Forecast Scenario to the next. As forecasts change, the Waterfall tool can compare the new with the old and chart the deltas for each Project within the Scenarios.

Features

• Sums the starting Scenario and arranges the Waterfall table so that it begins with that value.
• TERR Data Function to calculate values and deltas between Scenarios.
• Turns null values into zeros so that only Projects and Scenarios with data populate.

A template is an analysis file created in TIBCO Spotfire. The intended use is to replace the data and utilize the configured visualizations and calculations.

1. Download the template to your personal machine. Login into your own Spotfire server and open the downloaded file.
2. Review the tables shown on the data load page. These are the tables you'll replace.
3. Replace the data with another Excel sheet or connect the template directly to your database or platform.
4. Customize with your own data. You are free to embed and incorporate your template into other projects.
5. All done!