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Category: Planning Process

Business Performance Management Market Trends 2021

In this blog, I am covering the latest trends in the business performance management (BPM) market. BPM solutions in this context include software applications for business management-related reporting including consolidated results, all aspects of planning (strategic, operational, driver based, zero based budgeting, etc.) and forecasting.

Power BI Planning & Forecasting – Important Questions To Consider

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

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 Implement Rolling Forecast in 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:

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

Do you really need the Financial Planning & Analytics Rolls Royce?

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

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.