Power BI is the leading analytics platform – with the right approach it can be turned into an extremely versatile and powerful platform for Planning, Forecasting and Write back. Currently there are 2 main types of planning solutions in Power BI:
Visuals connected to a central model via web service
With cloud-based systems like Xero, QuickBooks, HubSpot, MYOB, Salesforce it is important to have a backup of all data. Not just as a safety precaution when the system is down but also for an easy migration to a new system. In the following step by step instructions, we demonstrate how you can achieve a backup in SQL Server with Acterys.
Data entry, planning and Wrte-back are key aspects of the performance management process not covered out of the box in Power BI. Acterys as developed to address that by offering a comprehensive ecosystem for enterprise grade business modelling, planning and consolidation that seamlessly integrates with the market leading data discovery solution Power BI and Excel/Excel Online.
In this blog we cover how you can realize a rolling forecast with Power BI (this approach works equally with Excel Pivot Tables). A rolling forecasts is a widely used concept for financial analysts that shows actual data until a cut off date and after that future assumptions like budget or forecast values. It looks something like this:
Following the tremendous success of these solutions with now more than 1000+ companies under management we have made significant improvements to all Apps (Xero, QuickBooks, HubSpot, MYOB, Dear Inventory) in particular the Power BI related Xero Reporting and Budgeting aspects. These include nearly all of the most asked for features on our Customer Success Platform and then some more.
Acterys enables you to connect unlimited Xero companies within minutes to an optimal Power BI Desktop data model and an extensive set of Power BI dashboards and Power BI reports that cover all typical requirements:
In this article we describe how to add and edit Microsoft Planner tasks in Power BI.
The approach utilizes a PowerApps app that connects to the tasks available to the current user. It is freely available to paid Acterys subscribers. Alternatively please contact [email protected] in addition it will be listed on Appsource.com.
The Xero accounting system is getting widely accepted in larger organisations with requirements to create consolidated financial statements for multiple Xero companies. In this article I would like to explain how you can completely automate the consolidation process and add analytics options with Power BI or create dynamically updating reports in Excel.
I have seen a lot of change in the Financial Planning & Analytics (FP&A) space over the last 20 year but one thing was constant: it’s not cheap.
I just came back from a conference where I got first hand proof when asking about the required investment for specialized FP&A software. The answers I got from some of the now listed vendors (or backed by heavy VC investments – investors that likely want to see quick returns…) were in the range of $80k+ for software and then typically twice that
Online Analytical Processing (or OLAP) is an important concept in the analytics and planning space that was introduced by solutions like Planning Analytics (TM1), Jedox, Infor Alea and others. In this article we cover a comparison between different approaches.