Connect Dear Inventory to Power BI for Unparalleled Analytics & Planning
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Visualizing DEAR Inventory Data in Power BI – The Standard Integration Approach
Want to harness DEAR Inventory reporting and planning in Power BI? Feeling flustered at the lack of write-back features for modifying inventory and financial data?
DEAR Inventory lacks an integration interface for Power BI. This means that – aside from incurring annual licensing costs for multiple users – obtaining any transfer of data lies at the discretion of DEAR Inventory’s ‘connector’ to ensure it is configured for migration, integration, and management with Power BI.
While it’s possible to develop native connectivity in-house, considerable development knowledge and domain expertise is needed to ensure DEAR Inventory, Xero and other integrations for Power BI are fully configured and optimized – making it expensive and time-consuming.
Problems with Dear Inventory & Power BI Standard Integration Approach
The limitations of loading DEAR Inventory data into Power BI tables extends beyond a lack of seamless configuration. Instead, data analysts face a host of issues that can impact their time-to-value and insight. These include:
1. Lack of write-back features to append DEAR Inventory data on-the-go
Employing data write-back to make changes to Dear Inventory data to effect visualizations in Power BI tables to examine historical data, anticipate future trends, and adjust accordingly is not a possibility. Thus, data analysts and BI professionals face limits in creating what-if scenarios, rolling forecasts, or when making any iterations to reports as needed.
2. Significant time and costs spent in moving DEAR Inventory Data to Power BI
Loading any changes in Power BI reports means spending considerable man-hours integrating and transforming DEAR Inventory, Xero, and other siloed data into a central data repository. The source data would have to be modified using transformations and optimized for the database destination for querying before it can be loaded into Power BI to analyze reports.
3. Inability to leverage Power BI’s planning, forecasting, and budgeting capabilities.
Power BI isn’t well suited for visualizing reports for budgeting and financial planning purposes. Dedicated planning and discovery features such as ratios, formulas, KPIs are not prebuilt into Power BI, preventing users from visualizing interactive reports for use-cases such as rolling forecasts, analyzing before and after performance metrics, and much more.
Integrate Your DEAR Inventory Reports with Power BI in One-Click Using Acterys
Acterys offers a virtual data warehouse approach to DEAR Inventory-Power BI integration to automate data warehouse generation and build stunning dashboards with built-in planning templates and write-back solutions – all in one.
1. One-Click Data Visualization Without Moving Disparate, Siloed Data
Instead of moving disparate, siloed data systems into a central repository, Acterys offers a cloud or on-premises SQL database for out-of-the-box MYOB, DEAR Inventory, and Xero integrations via a virtualized platform, eliminating the need for connector interfaces. The result? No connector and end-user licensing costs.
2. Ready-to-Use Prebuilt Templates For Planning and Analysis
DEAR Inventory data financial planning and forecasting in Power BI just got easier; Acterys offers Acterys Apps for DEAR Inventory, Xero and more sources to supercharge your reporting analyses with prebuilt, fully customizable dashboards in Power BI or Excel. You can customize and extend the model exactly to your needs (account mappings, KPI’s, etc). and add nearly any other data source (CRM, POS, Inventory, etc.) on the fly.
3. A Holistic Data Model for Short Time to Value and Insight
Reduce build and cycle times by centralizing disparate datasets and applications through various consolidation features such as multi-currency handling and inter company elimination. This lets you unify multiple disconnected sources without having to integrate and visualize all accounting and financial data in Power BI or Excel under one roof.
Gain Better Insights of Dear Inventory Reports with Power BI
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Experience the comprehensive capabilities of ACTERYS, an integrated platform that seamlessly enhances DEAR Inventory and other solutions with professional financial reporting, planning, and consolidation features. Simplify your needs with a unified solution that seamlessly integrates with Power BI and Excel.
Serious Analytics
Elevate your experience with Acterys Apps for DEAR. Gain access to a meticulously crafted data model and pre-designed interactive dashboards and reports, fully editable in Power BI or Excel. Tailor and expand the model to align precisely with your requirements—whether it's account mappings, KPIs, or more. You can also seamlessly integrate additional data sources, ranging from CRM and POS to Inventory, for an all-encompassing solution.
Stunning Dear Reports & Dashboards
Through Acterys Apps, you can create dynamic interactive dashboards utilizing the industry-leading data discovery tools like Power BI and Tableau. When it comes to crafting precise reports, planning, and forecasting forms, the Acterys Excel Add-in offers unparalleled ease. Every intricate detail drawn from your DEAR data can be seamlessly incorporated.
Forecasting & Planning Adaptability
You can effortlessly elevate your planning and budgeting endeavors. Enjoy a wealth of versatile tools for top-down and bottom-up data entry across all levels of your model. Access fully editable best-practice templates designed for budgeting, cash flow forecasting, and various other planning aspects, streamlining your processes.
Company Consolidation
Experience the swiftest and most adaptable route to execute management and statutory consolidation across an array of DEAR companies with Acterys. Tailor advanced necessities such as multi-currency management, intercompany elimination, and other crucial consolidation elements to your precise specifications.
Customer Testimonials about Dear Inventory & Power BI Integration
Integrating Power BI to Effectively Plan and Model
To efficiently plan and budget, leverage a wide array of choices for top-down and bottom-up data entry at every level of your model. Customize structures as needed, such as simulating the launch of a new product, organizational shifts, or acquisitions. have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.
Source Addition
Diving further than just Acterys Connectors and encompassing a wide array of accounting and SaaS platforms, the Premium Edition equips you to integrate data from any source with the help of the intuitive Cube Wizard, an exclusive user-friendly tool.
Model Building
Acterys Apps provides ready-made models tailored for reporting, consolidation, and planning purposes. If you're in need of custom solutions, the Premium Edition empowers you to create your own data models to meet your exact requirements.
How To Connect DEAR Inventory to Power BI using Acterys?
This screen will show up after your onboarding session with ACTERYS site app.acterys.com:
To establish a connection between your Dear Inventory company file and ACTERYS, simply click on “Add Model.” This operation will create a cloud-based relational (utilizing MS SQL Server) and a multi-dimensional data model.
The linking process typically requires only a few minutes. However, for more extensive models, it may take additional time. Once the process is complete, you will receive a notification at the email address associated with your account.
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