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Category: Excel

How To: Write Back & Planning in Power BI

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.

How To use Power BI with a Hubspot Data Warehouse

In this article we cover how to automate the data load for Hubspot into a data warehouse optimized for analytics options with Power BI or designing dynamically updating reports in Excel. The approach that we are covering here is based on an enterprise grade data warehouse using Acterys which utilizes Microsoft’s (Azure) SQL Server in the cloud or on premise.

5 Tips for better financial reporting in Excel

In this article I will cover a few helpful tips & tricks to improve your financial reporting and planning with Excel. In more than 20 years in the BI industry I still have yet to see a more versatile solution. All of us are still likely only using a fraction of what this tool can do and often -particular with all the game changing features added in the last few years- not up to its current capabilities.

Automate Update For Power BI

At one of our clients -that was previously using a solution that includes a limited set of the Acterys functionality- we saw that they had licensed a separate update solution that refreshes the underlying Power Pivot model in an Excel workbook that is used in a Power BI report. This is a requirement that can easily be implemented in a few minutes using a Windows PowerShell script in conjunction with the Windows Task Scheduler.