Connect Dear Inventory to Power BI for Unparalleled Analytics & Planning
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Visualizing DEAR Inventory Data in Power BI – The Standard Integration Approach
Want to harness DEAR Inventory reporting and planning in Power BI? Feeling flustered at the lack of write-back features for modifying inventory and financial data?
DEAR Inventory lacks an integration interface for Power BI. This means that – aside from incurring annual licensing costs for multiple users – obtaining any transfer of data lies at the discretion of DEAR Inventory’s ‘connector’ to ensure it is configured for migration, integration, and management with Power BI.
While it’s possible to develop native connectivity in-house, considerable development knowledge and domain expertise is needed to ensure DEAR Inventory, Xero and other integrations for Power BI are fully configured and optimized – making it expensive and time-consuming.
Problems with Dear Inventory & Power BI Standard Integration Approach
The limitations of loading DEAR Inventory data into Power BI tables extends beyond a lack of seamless configuration. Instead, data analysts face a host of issues that can impact their time-to-value and insight. These include:
1. Lack of write-back features to append DEAR Inventory data on-the-go
Employing data write-back to make changes to Dear Inventory data to effect visualizations in Power BI tables to examine historical data, anticipate future trends, and adjust accordingly is not a possibility. Thus, data analysts and BI professionals face limits in creating what-if scenarios, rolling forecasts, or when making any iterations to reports as needed.
2. Significant time and costs spent in moving DEAR Inventory Data to Power BI
Loading any changes in Power BI reports means spending considerable man-hours integrating and transforming DEAR Inventory, Xero, and other siloed data into a central data repository. The source data would have to be modified using transformations and optimized for the database destination for querying before it can be loaded into Power BI to analyze reports.
3. Inability to leverage Power BI’s planning, forecasting, and budgeting capabilities.
Power BI isn’t well suited for visualizing reports for budgeting and financial planning purposes. Dedicated planning and discovery features such as ratios, formulas, KPIs are not prebuilt into Power BI, preventing users from visualizing interactive reports for use-cases such as rolling forecasts, analyzing before and after performance metrics, and much more.
Integrate Your DEAR Inventory Reports with Power BI in One-Click Using Acterys
Acterys offers a virtual data warehouse approach to DEAR Inventory-Power BI integration to automate data warehouse generation and build stunning dashboards with built-in planning templates and write-back solutions – all in one.
1. One-Click Data Visualization Without Moving Disparate, Siloed Data
Instead of moving disparate, siloed data systems into a central repository, Acterys offers a cloud or on-premises SQL database for out-of-the-box MYOB, DEAR Inventory, and Xero integrations via a virtualized platform, eliminating the need for connector interfaces. The result? No connector and end-user licensing costs.
2. Ready-to-Use Prebuilt Templates For Planning and Analysis
DEAR Inventory data financial planning and forecasting in Power BI just got easier; Acterys offers Acterys Apps for DEAR Inventory, Xero and more sources to supercharge your reporting analyses with prebuilt, fully customizable dashboards in Power BI or Excel. You can customize and extend the model exactly to your needs (account mappings, KPI’s, etc). and add nearly any other data source (CRM, POS, Inventory, etc.) on the fly.
3. A Holistic Data Model for Short Time to Value and Insight
Reduce build and cycle times by centralizing disparate datasets and applications through various consolidation features such as multi-currency handling and inter company elimination. This lets you unify multiple disconnected sources without having to integrate and visualize all accounting and financial data in Power BI or Excel under one roof.
Gain Better Insights of Dear Inventory Reports with Power BI
ACTERYS is an integrated platform that adds professional financial reporting, planning & consolidation functionality to DEAR Inventory and other solutions. All your requirements in one solution integrated with Power BI & Excel:
Serious Analytics For Dear
Acterys Apps for Xero provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. You can customize and extend the model exactly to your needs (account mappings, KPI’s, etc). and add nearly any other data source (CRM, POS, Inventory, etc.).
Stunning Dear Reports & Dashboards
The Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Xero data.
Versatile Planning & Forecasting
Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.
Effective Dear Company Consolidation
Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Xero companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.
Customer Testimonials about Dear Inventory & Power BI Integration
Effective Planning and Modelling with DEAR Inventory Power BI Integration
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.
Add Any Source
In addition to Acterys Connectors to other accounting and SaaS sources the Premium Edition enables you to add any data source the easiest way with the unique Cube Wizard.
Build Your Own Models
Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.
How To Connect DEAR Inventory 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 Dear Inventory 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.
