Connect WorkflowMax to Power BI for Unparalleled Analytics & Planning
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WorkflowMax-Power BI Integration: Problems With The Connector Approach
Being able to easily build interactive dashboards and visualize WorkflowMax data in Power BI can be a game changer. The only problem? No standard WorkflowMax-Power BI connector exists.
Businesses either have to settle with querying extracted CSVs to connect WorkflowMax data to Power BI that add unnecessary man-hours to project timelines or develop native connectivity in-house, requiring substantial multi-domain expertise and development costs.
Even with a fully configured connection interface, fetching WorkflowMax data in PowerBI has its limits.
1.Integration Complexities
An integration interface poses various limits for importing data. Users must first have an optimized WorkflowMax-Power BI connector to smoothly import all WorkflowMax data and also spend time modifying data through transformations to ensure it conforms to a standard format prior to being used for PowerBI reports.
2. Lack of Multi-Entity Consolidation
Businesses often have financial data scattered in disparate accounting systems including Xero, QuickBooks, and Excel. Being able to consolidate all sources to keep track of all historical data and utilize it for rolling forecasts, budgeting, and other financial planning uses would require having a fully configured connector for each software that can cost a fortune in licensing and platform or development costs.
3. Static and One-Dimensional Reporting
The lack of write-back features means WorkflowMax reporting isn’t dynamic enough to be changed, edited, or amended in near real-time within Power BI. Also, the lack of templates means that multiple reports would have to be made to keep track of varying categories that can hinder cross-functional collaboration efforts.
Visualize Invoicing and Quoting Jobs Using Acterys
Acterys offers out-of-the-box solutions to seamlessly connect WorkflowMax to Power to create stunning dashboards and reports without requiring extensive development expertise and costly licensing fees.
Using a virtualized approach to data consolidation, Acterys lets you manage all financial data including WorkflowMax in fully editable Power BI reports and dashboards to make better capital allocation decisions across finance and operations teams.
1. Point-and-Click Setup of WorkflowMax
Cut hours off querying extracted CSV files or developing native WorkflowMax to Power BI integration. Acterys’ intuitive interface lets you set up WorkflowMax within 2 minutes and is optimized to add multiple WorkflowMax clients to enrich your Power BI reports and dashboards.
2. One-Stop Shop Reporting For Workflow Data
3. Pre-built Templates For Multiple Scenarios
Eliminate communication silos by utilizing Acterys’ pre-built templates to create multiple dashboards for finance, operations, supply chain, and more departments for strategic alignment. Add and track multiple dimensions and categories to customize WorkflowMax data within Power BI reports to drill down into transaction level-data at any level.
Better Analytics and Planning. Integrate WorkflowMax with Power BI
Power BI is a business intelligence tool that can help you visualize your data and find insights. Connecting WorkflowMax to Power BI allows you to see your data in a whole new way, and make better decisions for your business. Businesses can gain insights into their project data, including task completion rates, budget utilization, and more. This can help them make allocate their resources and improve their project management processes.
Acterys is an integrated platform that adds professional financial reporting, planning & consolidation functionality to Xero accounting and other solutions. All your requirements in one solution integrated with Power BI & Excel:
Serious WorkflowMax Business Intelligence
Acterys Apps for WorkflowMax provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. Integrating different accounting systems and nearly any other source: SaaS, databases, custom system, etc.
Flexible WorkflowMax Reporting
Using the ACTERYS Excel-Add in you can created reports and dashboards exactly as you need them with a live link to the “one version of the truth” Acterys model.
Publish Visually Stunning WorkflowMax Dashboards
The Acterys Apps enables you to design interactive dashboards using the market leading discovery tools (Power BI, Tableau) in minutes. These can include not just your accounting data but also any other relevant source for your organization.
Effective Workflow Max Company Consolidation
Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited WorkflowMax companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.
Customer Testimonials about WorkflowMax Power BI Integration
Effective Planning and Modelling. Connect WorkflowMax with Power BI
Effective Planning & Modelling With WorkflowMax
Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.
Effective Planning & Modelling With WorkflowMax
Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- QuickBooks has all you need to run your business — including invoicing, paying bills, sales tax returns, reporting & more.
Find out more or Try Xero Accounting Software for free.
How To Connect WorkflowMax to Power BI using Acterys
After your onboarding session when you have registered at the ACTERYS site app.acterys.com, you will see this screen:
Click on “Add Model” to link your WorkflowMax company file with ACTERYS. This process will create cloud-based relational (based on MS SQL Server) and a multi-dimensional data model with your data.
Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.
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