Category: Power BI

Just Because It Says “Power BI” It Doesn’t Really Mean It Is…

I can’t help smiling when I see legacy BI/Planning application vendors -that were not so long ago laughing away Power BI- coming out with their own “Power BI Integration” after Microsoft has turned around the industry. These are more often than not nothing but “a marketing spiel” to build on Power BI’s awareness and of very limited use in real life application scenarios.

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:

Financial Reporting in Power BI Simplified

The default visuals in Power BI are not perfectly suited for financial reporting. There are ways to realize more advanced financial reporting requirements using DAX as Managility describes in Income Statement using DAX These, though typically require intermediate knowledge of DAX that many financial professional don’t necessarily have.

Power BI External Tools for Desktop: An Overview

The Acterys Modeller is cloud based service (with on-premise installation option) that allows enables business users to automatically create optimal analysis models (star schema data warehouse) from a variety to ERP. accounting and SaaS systems. The created models are write and planning enabled and can be edited and extended as needed by business users e.g. for adding new products/attributes, account mappings, new scenarios etc.

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

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 Do 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: