Planning and Reporting
in Microsoft Power BI

Integrated system with intuitive use and management

Office Integration: Planning & Simulating from Excel etc.

Full planning functionality including data write-back

Commenting function, IBCS templates and easy collaboration

Modern business planning & secure decision-making

Scenario and value driver analyses, natural language queries with AI

Cost-efficient and flexible with proven planning content

Fast, efficient project implementation, high customer satisfaction

 

Did you know that in Power BI you can now not only analyze and report but also plan directly?

Leverage all the Business Intelligence, planning, AI, forecasting, analysis, and reporting features of smartPM.solutions within Microsoft Power BI. From top-down planning, scenario analysis, action tracking, rolling forecasts, to predefined analysis paths and attractive dashboards and reporting templates.

Get the latest factsheet with all the information on planning in Power BI.

Contents of the Factsheet "Planning in MS Power BI"

  • Planning in the Microsoft Ecosystem with Full Office Integration.
  • An overview of all new planning features in MS Power BI, including data write-back, commenting, initiative tracking, and AI.
  • A fully integrated system for financial planning, forecasting, analysis, reporting, and budgeting.
  • Benefits of smartPM planning content for controllers.
  • Double win: High acceptance and satisfaction among both business departments and IT.

Planning and Reporting in Power BI: Practical Use Cases and Live Insights

Short video: Planning and Reporting in MS Power BI >>

Case Study: Project and Financial Planning with Power BI at ONEO >>

Discuss specific opportunities in an expert chat >> 

Webinar Recording: The Latest Planning Features in MS Power BI Demonstrated Live
  • Using Microsoft Power BI as Planning Software
  • Practical Use Cases: Live demonstrations on how to achieve planning and budgeting goals with Power BI
  • Tips and Tricks: Advanced analysis, planning, and reporting with Power BI
  • Experience Sharing and Q&A Session

New: Reporting templates and commenting in MS Power BI

For more exciting videos visit the smartPM YouTube channel  >>

Useful Extension: The Power BI Reporting Suite (Download PDF) >> 

Useful Extension: Commenting in MS Power BI (Download PDF) >>

"The integration of Power BI by smartPM.solutions has revolutionized our financial planning and provided us with a completely new perspective on our company data. I highly recommend the MS Power BI technology and collaboration with smartPM.solutions to everyone."

Rolf Herrmann, Head of Subsurface Engineering

Learn more about planning with MS Power BI in a free professional consultation

Useful smartPM Extensions and Features for Unit4 Users

Specifically for Unit4 FP&A Users: The Power BI Connector for Data Analysis and Commenting from Power BI >>

Specifically for Unit4 FP&A Users: The Power User Suite for Performance Analysis and Model Optimization >>

More customer testimonials about using MS Power BI with smartPM.solutions >>

Themenverwandte Beiträge

Event

Flexible Rolling Forecasts for Agile Planning

Discover why flexible rolling forecasts are indispensable in controlling and create real value. From quicker responsiveness to enhanced risk assessment – we guide you on steering your company agilely with this innovative method.

Weiterlesen »
ChatGPT for Top Down Financial Planning
Event

Which is the best Controlling or Planning Software?

How to select the best Performance Management and Financial Planning Software? Europe’s leading CPM analysts BARC provide a platform for software comparison at the “Digital Finance & Controlling” conference. Learn how to pick the best-fit CPM Software for your needs.

Weiterlesen »
ChatGPT for Top Down Financial Planning

Which is the best Controlling or Planning Software?

How to select the best Performance Management and Financial Planning Software? Europe’s leading CPM analysts BARC provide a platform for software comparison at the “Digital Finance & Controlling” conference. Learn how to pick the best-fit CPM Software for your needs.

Keep reading »
Scroll to Top