Planen in MS Power BI mit den smartPM Planungslösungen

Planning and Reporting in
Power BI

Use all Planning, AI, Forecasting and Analysis functions of in Power BI. Get comprehensive management control, improved flexibility, reliability and simplified collaboration. No additional training of users is necessary, since the user interface and drag and drop environment of Power BI is already familiar to them. IT-departments welcome unified platform solutions with no additional infrastructure necessary.

From Top-Down Planning, Scenario Analysis, Initiative Tracking, Rolling Forecasts to AI-assisted Planning – everything is now possible in the Power BI environment.

Key benefits of smartPM Planning Functions in Power BI

Fully Integrated Planning Functionality

Acterys Integration incl. Writeback

No additional infrastructure necessary

Low TCO, easy to manage, hassle-free SaaS

Agile and reliable decision making

Simulate decisions on P/L, BS, CF upfront

Rapid and cost-effective implementation (few weeks)

No-code implementation, self-service

Optimize S&OP, Marketing, HR, Sales, Procuremen, Projects

Connect all departments and sources - xP&A

Top-Down/Bottom-Up Planning, Initiative Tracker, Rolling Forecast

Reliable and agile decision making

Integrated Tools for easy cooperation and collaboration

Native Teams, Planner Integration in Power BI

Predefined solutions for planning, forecasting, analysis, reporting

Tailored to your company's requirements

Planning in Power BI - all key facts in a 2 minutes video:

This investment has completely paid off:

Fully Integrated Planning and Project Performance Management in MS Power BI at ONEO

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"Planning & Analyzing in Microsoft Power BI" - A win-win situation for controlling & ICT at the Praxistage

  • Which sub-plans can be linked in integrated business planning in Power BI and where is the best place to start.
  • Top-down/bottom-up planning, scenario and what-if simulations, rolling forecasts, initiative tracking and planning calendar
  • A journey through the corporate divisions: Sales & Operations, Project Performance Management, Procurement Performance Management, Supply Chain Management, integrated Financial Planning (OPEX, CAPEX, P&L, balance sheet, cash flow)
  • Communication and collaboration fully integrated, e.g. via MS Teams and Planner

xP&A Fireside Chat - Martin Kratky & Alexander Hein about Planning in Power BI

  1. Planning solutions in MS Power BI with the market leading, seamless Acterys integration
  2. Special Focus on: Supply Chain Management, Procuement Performance Management
  3. Multidimensional Spend Analysis, Savings Analysis & Forecast, Cost Drivers, Top-Down/Bottom-Up Planning
  4. Initiative-Tracker, Best Practice Planning Workflow, Planning Calendar
  5. Best Practice Tips und Tricks

Key benefits of the smartPM Reporting Suite for Power BI

Streamline and accelerate your reporting in Power BI



  • Seamlessly integrated reporting for all end devices
  • Optimize and accelerate your reporting
  • Easily customize reports and dashboards to exactly meet your requirements
  • Save time with best-practice report templates, analysis paths, and integrated logic
  • Leverage interactive dashboards with ad-hoc analyses, drill-downs, and filters
  • Facilitate collaboration in reporting through integrated tools

Get the Factsheet with all information about planning in Power BI

Content of the Power BI Factsheet:


    • How to plan in Power BI
    • Why planning in Power BI is a win-win situation for Financial Departments AND the IT
    • Key benefits of the smartPM planning & analysis solution
    • Best-practice planning workflow and logics in Power BI with large degrees of freedom
    • Get an impression of smartPM’s Planning & Analysis Results: Performance Dashboards, Scenario-Analysis, Initiative Tracker, Rolling and AI-supported Forecasts, Driver Based Planning, Project/Program Performance Managment
    • Double Win: expandable platform Power BI combined with planning modules for different business areas like S&OP, Procurement, Marketing, Sales, Projects, HR etc. up to fully integrated business planning. Check out our Online-Traings for a live impression of based on Power BI.
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.

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