Acterys Matrix is a Power BI custom visual that provides enterprise grade planning, budgeting and forecasting capabilities. User can effectively enter planning assumptions on any level of the data model with flexible allocation options and context menus for advanced requirements . The visual is part of Acterys an integrated solution for data warehouse automation, business modelling as well as planning & forecasting with connectivity to accounting and SaaS platforms like Dynamics, SAP, Oracle NetSuite, Xero, QuickBooks, HubSpot, Xero etc. It also includes 7 other Power BI visuals that are availble on AppSource.

Acterys enables business users to build and manage analytical applications supported by a variety of templates like budgeting/forecasting, legal consolidation, CAPEX, cash flow, risk/ compliance, ESG and HR among others and enter data for all these purposes directly from Power BI.

Features:

Top down / bottom-up entry on any level of the matrix with automated distribution to detail level
Wide variety of writeback/planning options: fill right to end of period, same amount to every child, custom distributions
Conditional formatting
Comment markers
Drill down in columns
Persistent state of visual: drill down in hierarchy not lost after refresh
Custom aggregations and in-visual calculations
Custom tool tips & drill through
Dynamic cell locking
Data entry validation rules

Benefits

The quickest way to setup your budget, planning and forecasting forms
Automated integration with ERP & SaaS systems
Governance and audit trail

IMPORTANT

The read features of Acterys Matrix will work without an Acterys subscription. All write-back features require a free trial at: https://www.acterys.com

Acterys Matrix Write-back & Planning for Power BI

by Managility