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.
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
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.
Following the tremendous success of these solutions with now more than 1000+ companies under management we have made significant improvements to all Apps (Xero, QuickBooks, HubSpot, MYOB, Dear Inventory) in particular the Power BI related Xero Reporting and Budgeting aspects. These include nearly all of the most asked for features on our Customer Success Platform and then some more.
In this article we describe how to add and edit Microsoft Planner tasks in Power BI.
The approach utilizes a PowerApps app that connects to the tasks available to the current user. It is freely available to paid Acterys subscribers. Alternatively please contact [email protected] in addition it will be listed on Appsource.com.
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.
Online Analytical Processing (or OLAP) is an important concept in the analytics and planning space that was introduced by solutions like Planning Analytics (TM1), Jedox, Infor Alea and others. In this article we cover a comparison between different approaches.
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.