VISUAL PLANNER
Visual Planner expands Power BI’s capabilities exponentially. With Visual Planner you can now edit data in a Dashboard, Report or App, observe the visualisation updates, and save any changes back to the underlying data repository. Any Power BI write-back is done within a matter of seconds while respecting Role Based Security. Visual Planner ultimately provides users with a multi-purpose tool for all their reporting, data entry, planning, commentary, data visualisation, and analysis needs.
The core idea behind Visual Planner is Budgeting, Planning and Forecasting. The ‘Visual’ component represents the idea that data is hidden today behind outdated tools when calculating drivers, submitting forecasts or commenting on reported variances. With Visual Planner, users can clearly see, or ‘visualise’, the data in front of them. Then they can change a Power BI data entry in a projection or forecast to visualise its impact.
The Art of the Possible – Power BI + Visual Planner
Data Collection - Write-Back
Budgeting, Planning & Forecasting
Minimal Time to Deployment
Drag and Drop
Machine Learning
Flexibility
Visual Planner lets you take advantage of all the benefits of Power BI. When a user finds the key to a driver-based unit for the company, they can enter it right into the Power BI grid. The response is immediate as all the visualisations update immediately from the data source.
Table Editor - List Management Directly Within Power BI
A lack of data quality is Business Intelligence’s worst enemy. As part of the Visual Planner package, the Table Editor visual lets users connect to any OLE DB data source to edit and manage list data directly within in Power BI.
You no longer need to be managing data in multiple disparate systems – then waiting for Power BI to refresh. With the Table Editor, you have a one-stop-shop data management solution for your organisation. This saves your employee’s time and reduces software expenditure. When making changes to any Power BI data entry in a Report or Dashboard, the visualisation will update and display the new value as users enter them. Even rich text is supported, allowing users to communicate effectively with the rest of the organisation.
FINANCIAL REPORT WRITER
Historically, BI Systems have lacked Financial Report Writers. But that’s not the case anymore. Visual Planner’s Financial Report Writer allows users to create comprehensive reports, including: Power BI Financial Reports; Power BI Profit & Loss Statements; Power BI Cash Flow Statements; and Power BI Balance Sheets. The platform is built on 4 concepts:
Row Definitions – Define the lines and calculations in your report. Take advantage of advanced DAX formulas or client side calculations.
Column Definitions – Users can define QTD, YTD, Monthly, Budget vs Actual, Actuals to Current data, and Forecast for the remainder of the year. These Power BI cash flow calculations are user-defined.
Report Definitions – 1 row and 1 column definition make up a Report. You can reuse both the Row and Columns in unlimited Reports.
Style Definitions – Underline/bold/font size/single line/double line/italic/font that can be re-user on one or many rows OR columns.
POWER PLANNER
The award-winning technology of Power Planner enables organisations to combine Business Intelligence with Corporate Performance Management. Traditionally, these have been separate processes. Power Planner is built on Power Pivot and SSAS Tabular models, and can update any number in a Pivot Table back to the source database – while updating the Tabular models.
According to the Gartner Magic Quadrant, Power BI takes Analytics one step further ahead of competition.
Power Planner enables users to combine the best visualisation tool in the market with: powerful spreading; goal seeking; in-cell calculations; and top-down and bottom up budgeting.
Organisations are now empowered to build their models in Excel. With Excel Power BI, models can be uploaded to SharePoint with the benefit of fast Excel database write-back. This allows everyone across different departments to contribute to the monthly forecast, create a budget, or change the assumptions in the BI model or the Corporate Performance indicators.
Key Benefits
Built on Power BI
ERP Integrations
Budgeting, Planning & Forecasting
Use Cases
Product & Sales Planning
Cost of Goods Sold
Selling, General & Administrative
Employee Onboarding
Balance Sheet
Cash Flow Impact Analysis
Spreading, Allocation & Overhead
Forecasts
Goal Seeking
POWER UPDATE
By equipping your Power BI with Power Update, you can rely on having current data. Power Update automates refreshing Excel and Power BI Desktop workbooks. The Power BI unlimited refresh feature works for publishing to: SharePoint, OneDrive, FileShare, and other platforms.
Creating a task is effortless. Just follow four simple steps and Power Update will start loading data from virtually any data source. This occurs in Excel, Power BI or Power BI Embedded, and publishes it anywhere where users can access it.
There are many ways in Power BI to connect to on-premise data sources. However, Power Update goes a step further. It offers a new way to schedule updates on a local computer and post the updated result. And its powerful built-in scheduling features enable you to set it up to run in off-peak hours.
Power Update processes files locally on the network, so no data has to leave the premises in order to update the workbook. The program produces (every night) hundreds of thousands of updated spreadsheets with Power Query connections or SQL Server/Oracle connection. This PBI unlimited refresh prepares accurate data for every new day.