Capacity Planning & Forecasting: A Practical Guide and Workflow Walkthrough
Why Forecasting & Capacity Planning Matters If you use SQL Diagnostic Manager every day to monitor performance, keep an eye on alerts, and troubleshoot blocking...
If you use SQL Diagnostic Manager every day to monitor performance, keep an eye on alerts, and troubleshoot blocking or slow queries, you are probably getting a very clear picture of what’s happening right now. But there is a second question that tends to catch DBAs off guard: what’s coming?
Storage volumes fill up. Databases grow. A table that looked fine last quarter is now responsible for most of your disk consumption. These problems rarely happen overnight — the trend is usually visible weeks or months ahead of time. The issue is that standard monitoring dashboards are built to answer “what is happening now,” not “when will this become a problem.”
SQL Diagnostic Manager already collects the disk, database, and table size history it needs to project growth forward. The Forecasting & Capacity Planning reports surface that history as forward-looking forecasts, so you can have the storage and budget conversation before you’re reacting to a crisis.
When to Use These Features
Reach for the forecast reports in any of these situations:
Preparing quarterly or annual storage budget requests for your organization
Investigating which databases or tables are responsible for rapid disk consumption
Planning ahead before onboarding new applications or users to existing SQL Server instances
Validating that recently archived or purged data actually reduced your projected growth curve
Supporting infrastructure conversations with “how much space will we need in 6 months?”
Note: You do not need to configure anything extra for these reports to work. SQL DM is already collecting the size data they rely on. If your instances are monitored, you are ready to run a forecast.
The Three Forecast Reports
SQL Diagnostic Manager includes three reports under the Plan reports section, each answering a progressively more granular question:
Report
Question It Answers
Best Used When
Disk Space Usage Forecast
How much free space will this volume have, and when might it run low?
You want a volume-level view across all databases sharing a drive
Database Growth Forecast
Which databases are growing fastest, and by how much?
You need to identify which databases are driving volume growth
Table Growth Forecast
Which specific tables inside a database are responsible for growth?
A database is growing fast and you need to find the root cause
These three reports are designed to be used together in a drill-down workflow: start at the disk level, identify the databases driving growth, then drill into the specific tables inside those databases.
Understanding Forecast Types: Linear vs. Exponential
Each report asks you to choose a forecasting type before it runs. Choosing the right type makes a meaningful difference in how useful the output is.
Linear (Standard)
Linear forecasting follows the existing trend in the data and extends it forward in a straight line by the number of forecast units you select. It is the right choice when your workload grows at a steady, predictable pace — a transactional table adding a roughly consistent number of rows each week, for example.
Exponential (Aggressive)
Exponential forecasting assumes the rate of growth is itself increasing rather than staying flat. This tends to produce a more accurate forecast when growth is genuinely accelerating — a logging table growing faster as an application’s user base scales, or a reporting database expanding as more business units are onboarded. Per the SQL DM documentation: “If the rate of growth is not constant, the exponential forecast type gives a more accurate forecast of future growth.”
Linear vs Exponential Forecasting – Linear extends a steady trend; Exponential models accelerating growth.
Tip: Before committing to a single model, look at the shape of the historical trend. Applying Linear forecasting to a workload that is actually accelerating will consistently understate how soon you need to act. Running both a Linear and an Exponential forecast side by side and comparing is a useful sanity check.
Setup Considerations
The forecast reports require no dedicated configuration — but getting reliable results depends on a few things being in order before you run them.
Make Sure Your Instances Are Monitored
Every forecast report reads from the disk, database, or table size history that SQL DM has collected continuously since monitoring began. If an instance was added recently, there may not be enough historical data yet for a reliable forecast. The general guidance from the documentation is clear: select the largest possible period of historical data and the shortest possible projection into the future for more accurate forecasting.
Consider How Long You Have Been Collecting Data
A forecast built on six months of history projecting three months forward will generally be more reliable than one built on two weeks of history projecting a year out. If you have recently added an instance, consider running a smaller, near-term forecast until more history accumulates.
Match the Forecast Type to the Observed Trend
Before selecting Linear or Exponential, spend a moment looking at the historical data in the report. A steady, consistent slope points to Linear. An accelerating curve points to Exponential. Using the wrong model does not break anything, but it will produce projections that diverge significantly from reality over longer time horizons.
Scope the Report Appropriately
Each report lets you filter by specific instances, databases, or tables. Running a Table Growth Forecast across every table on every database is possible, but the most actionable workflow is to start broad (disk volume), identify the specific scope that needs investigation, and then narrow down. This saves time and makes the output easier to act on.
Plan to Re-Run on a Recurring Basis
A forecast run once is a snapshot. A forecast run monthly or quarterly is a planning tool. Compare each run against the actual growth since the last forecast to assess how well the model is tracking reality, and adjust your forecast horizon or type if it is consistently over- or under-estimating.
Step-by-Step Guide
The following steps walk you through running all three forecast reports from within SQL Diagnostic Manager. You can run each report independently, or follow the full drill-down workflow from disk to database to table.
▶ Watch the Tutorial First
IDERA’s Capacity Planning with SQL Diagnostic Manager tutorial walks through the complete workflow inside the product — from opening the Plan reports to reading a forecast result. If you are setting these up for the first time, watching the video first (about 5 minutes) gives you a clear picture of what the interface looks like before you follow the written steps below.
SQL Diagnostic Manager Reports panel — Plan reports contains all three forecast reports
Report 1: Disk Space Usage Forecast
Use this report to project future disk space needs based on current and historical growth rate trends across the volumes hosting your monitored SQL Server instances.
Open Reports. In the SQL Diagnostic Manager console, navigate to the Reports section in the left-hand navigation panel.
Select Plan reports. Expand the Reports section and click Plan. This is the home for all three capacity planning forecast reports.
Open Disk Space Usage Forecast. Click on the Disk Space Usage Forecast report to open its parameter panel.
Choose your monitored instances. Select the SQL Server instances whose disk volumes you want to include in the forecast.
Set the historical data period. Select the largest available window of historical data for the most accurate projection. At minimum, use 30 days of history; 90 days or more is recommended.
Select a forecast period. Choose how far forward you want to project (e.g., 30, 60, or 90 days). Shorter forecast periods with longer historical windows produce the most reliable results.
Choose Linear or Exponential. Select Linear if disk usage has been growing steadily; select Exponential (Aggressive) if growth has been accelerating month over month.
Run the report. Click Run (or equivalent) to generate the forecast. Review the projected usage trend for each volume.
Identify volumes approaching thresholds. Note which volumes are trending toward capacity within your forecast window. These become the input for the Database Growth Forecast in the next step.
Database Growth Forecast — sort by projected growth to quickly surface which databases need attention
Note: The Disk Space Usage Forecast report does not display the maximum capacity of the disk. It projects usage growth but does not calculate a specific “runs out on this date” value. Use it to estimate how much space you will need, then cross-reference with the actual volume capacity in your infrastructure tooling.
Report 2: Database Growth Forecast
After identifying volumes with concerning growth trends, run the Database Growth Forecast to determine which databases on those instances are responsible.
Return to Plan reports. In the Reports navigation, click Plan reports.
Open Database Growth Forecast. Click on the Database Growth Forecast report.
Select the relevant instances. Choose the SQL Server instances that host the high-growth volumes identified in Step 1.
Filter to specific databases if needed. You can select all databases on an instance, or narrow to specific ones you want to investigate.
Set the same historical and forecast periods. For comparability, use the same time windows you used in the Disk Space Usage Forecast.
Select your forecast type. Match your choice to the observed growth pattern: Linear for steady growth, Exponential for accelerating growth.
Run the report. Review the projected sizes for each database. Sort by projected growth to quickly identify the fastest-growing databases.
Note the top one or two databases. These are your candidates for the Table Growth Forecast in the next step.
Report 3: Table Growth Forecast
Once you have identified which databases are driving growth, use the Table Growth Forecast to pinpoint the specific tables responsible — and decide whether the growth reflects expected usage or something that needs attention.
Return to Plan reports. Click Plan reports in the Reports navigation.
Open Table Growth Forecast. Click on the Table Growth Forecast report.
Select the target instance and database. Choose the instance and the specific database(s) flagged by the Database Growth Forecast.
Filter to specific tables if desired. You can run the report across all tables or narrow to a subset. For initial investigation, running across all tables is usually more useful.
Set your historical and forecast periods. Use consistent windows for meaningful comparison with the prior reports.
Choose your forecast type. Apply the same logic as before: Linear for steady growth, Exponential for accelerating growth.
Run the report. Review the projected sizes for each table. The tables with the steepest projected growth curves are your primary candidates for further investigation.
Take action. Depending on what you find, next steps might include archiving historical data, reviewing indexing strategies, discussing data retention policies with application owners, or requesting additional storage.
Ongoing Workflow: Making Forecasting a Habit
Running these reports once is useful. Running them on a recurring schedule turns capacity planning from a reactive fire drill into a proactive, predictable process.
Set a monthly or quarterly reminder to run the Disk Space Usage Forecast across your most critical instances.
Compare each run against the actual growth since the previous forecast. If the actual trend consistently exceeds the projection, switch to Exponential. If it consistently falls short, revisit your historical window length.
Use the Database and Table Growth Forecast output in quarterly business reviews or infrastructure budget conversations.
When onboarding a new application or expanding an existing one, run a targeted forecast on the affected databases immediately after launch and again 30 days later to establish a baseline growth rate.
Quick Reference
Task
Report to Use
Where to Find It
Project future disk space needs across volumes
Disk Space Usage Forecast
Reports > Plan
Identify fastest-growing databases
Database Growth Forecast
Reports > Plan
Find which tables are driving database growth
Table Growth Forecast
Reports > Plan
Use for steady, consistent growth rates
Any report — choose Linear
Forecast Type selector
Use for accelerating or variable growth rates
Any report — choose Exponential
Forecast Type selector
Maximize forecast accuracy
Any report — largest history, shortest horizon
Historical & Forecast period selectors
Documentation References
Full documentation for these reports is available in the SQL Diagnostic Manager wiki:
Disk Space Usage Forecast — wiki.idera.com/display/SQLDM/Disk+Space+Usage+Forecast