How to integrate Oracle Netsuite with Power BI and add planning

Power BI offers unparalleled features for analysis and visualization: in this post we explain the quickest way to connect Oracle Netsuite in Power BI Deskop and how you can add comprehensive planning and budgeting.After your account has been setup, click on the “Integration” menu and go to the “Oracle Netsuite” section:

How to add planning and budgeting with Dynamics 365 in Power BI

Power BI offers unparalleled features for analysis and visualization: in this post we explain how you can add comprehensive planning and budgeting with all editions of Dynamics 365. Add your required tables from Dynamics to Power BI. This can be done either via existing Power BI reports that come with Dynamics, the Power BI Dynamics Connector or with synchronized tables in MS / Azure SQL  Server:

Acterys 21.1

Alongside the biggest growth on our platform in Q1 of this year with a record number of new  customers -including Fortune 500, DAX and ASX listed-, we are very happy to introduce the amazing additions to Acterys with version 21.1 that will be released in April 2021.

In many ways a game changer: not just in regards to improved existing features, but also  completely new product components. Here is an overview of the most important improvements and new additions:

How to implement account mappings and sub group consolidation in Dynamics, Xero, QuickBooks, MYOB, etc.

A typical need for finance professionals is mapping accounts or other system entities (companies, products, contacts, etc.) in a different way than they are structured in their source system. Acterys provides a very simple way to do this either in Excel using the Acterys Excel Add-on or in the Acterys Modeller. Excel is typically the easiest option as you have all Excel features like copy/paste, drag and drop, validate, etc. at your disposal.

Collaboration in the Planning Process

Microsoft Team(s) and Power BI Enable Better Planning Planning in larger organisations is almost always a team effort. In this blog I am covering how new Microsoft Office standard technologies like Microsoft Teams can be used in the planning process by teams to work more effectively together and achieve significant process improvements. Planning processes typically run as […]

How to Back Up Data For Xero, HubSpot, QuickBooks, MYOB, Salesforce, Dear Inventory

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.

How To Do Rolling Forecast With Power BI

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: […]

How To Do Consolidation With Xero Companies and Power BI

The Xero accounting system is getting widely accepted in larger companies with consolidation requirements for multiple entities. In this article I would like to explain how you can completely automate the consolidation process and add unparalleled analytics options with Power BI. There are a variety of web apps out there to address this requirement, but these typically are rigid and cannot […]

Savings Through Platform Unification

Cost Saving and Process Efficiencies for Planning & Analytics Through Platform Unification For over 20 years the Acterys founders have been very closely involved in the evolution of performance management processes working with most major technologies. In this blog we address the potential for efficiencies and cost savings through platform unification in organically grown, often […]

Privacy

Introduction This notice applies across all websites that we own and operate and all services we provide, and any other apps or services we may offer (for example, events or training). For the purpose of this notice, we’ll just call them our ‘services’. When we say ‘personal data’ we mean identifiable information about you, like […]