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.
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
"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
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.
Fully-Integrated Financial Planning for Small and Medium-Sized Enterprises Works Just as Well as for Large Ones.
Discover how small and medium-sized enterprises can effectively implement financial planning technologies, just like large companies.
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.
Planning in Microsoft Power BI
Planning in Microsoft Power BI is an attractive option for finance departments and the IT. Planning, Forecasting, Scenario Analysis, Initiatives etc.
new skill requirements for controllers
Digitalization: A study reveals new skill requirements for financial controllers. Read which competences and how to get them.