Power BI Connection with Yardi enhances Property Planning & Management
1-Click Connectivity with Power BI
- Unlock advanced property management portfolio analysis with seamless integration and consolidation of various ERP and SaaS service solutions, such as NetSuite, Xero, Salesforce, and more, in mere minutes.
- Track your property performance, and compare the properties in your portfolio by connecting Yardi to Power Bi.
- Customize and edit your data models as per your Yardi property management needs. You can add account mappings, metrics and much more.
- Use Power BI visualizations, graphs, and charts to gain a deeper insight on how your tenants are using your properties, or what areas of your properties need improvement.
- Avail Power BI's comprehensive planning functionality (top down/bottom up entries, visual planning, etc.)
Watch How to Connect Yardi Property Management Suite to Power BI & Excel
By integrating Yardi with Acterys Power BI, you can get powerful insights into your property management and real estate business. Get started in minutes with best-practice reporting templates to get a holistic view of all your rental and commercial properties, tenants, and investment opportunities. Use Acterys’ unparalleled planning and forecasting features to predict real-estate market changes and plan for multiple scenarios ahead of time. Manage the entire lease management lifecycle to ensure there are no hiccups in the process, from shortlisting potential tenants to timely handling contract renewals and beyond.
Benefits of Connecting Yardi to Power BI & Excel
Acterys is a comprehensive xP&A platform designed for all your planning and analytics needs. With Yardi Power BI integration, you can bring all your property and real estate management data from different sources into a consolidated database. You can then avail a single source of truth about your property portfolios, leases and tenants, and maintenance requests. Create a planning ecosystem that connects all core functions (Sales, Marketing, Finance, and Operations) onto a unified platform.
Serious Analytics For Yardi Users
Acterys Apps provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel for. By connecting Yardi to Power BI, 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.).
Stunning Yardi Reports & Dashboards
Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Yardi property portfolio data.
Planning & Forecasting for Yardi
Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.
Company Consolidation in Yardi
Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Yardi property portfolios. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.
Customer Testimonials on Seamless Yardi Power BI Integration
Efficient Financial Planning and Modelling by Integrating Yardi with Power BI & Excel
Connecting Yardi property management software with Power BI directly improves your decision-making process. With accurate and up-to-date data at your fingertips, you can make better decisions about how to grow and improve your business. Power BI offers interactive data visualisations that can help you understand complex data sets quickly and easily.
Add Any Source
Along with Acterys Apps, you can seamlessly add nearly any other source with the unique Acterys InstantLink and Power BI Sync features.
Build Your Own Models
Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.
Get Yardi Portfolio Management Reports Visualized in Minutes!
After your onboarding session when you have registered at the Acterys site app.acterys.com, you will see this screen:
Click on “Add” to link your Yardi portfolio file with Acterys. This process will create cloud-based relational (based on MS SQL Server) multi-dimensional data model as well as best practice Power BI and Excel reports (live link!) with your Yardi data.
Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.
Modernize Your Planning & Analytics with our Free Trial Now
Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly.Blogs on Power BI Planning & Analytics
