Matrix Planner is a Power BI visual designed to empower users with a streamlined approach to planning, forecasting, budgeting, and financial reporting directly within Power BI. The visual enables the seamless integration of operational reporting and financial planning within the same tool, maximizing the potential of Power BI data models. With this Power BI visual, you can effortlessly writeback your data and process your semantic models or analysis services cubes directly within Power BI. As changes are made to the database, the visual will refresh automatically ensuring a unified and optimal experience for financial planning and operational reporting.

Features:

Writeback capability
Distributes values to descendants using one of three operations (Replace/Uniform/Relative)
Cell Formulas
Filter other visuals with row/column selections
Aggregate calculations (Sum/Average)
Expand/Collapse Rows
Write-Security measure
Read-only measures
Show/Hide columns and rows subtotals
Switch measures to rows

Benefits:

Ability to change data in SQL tables through Power BI
Use Direct Query or Import Mode
Process semantic models or analysis services cubes
Build, optimize and monitor business process planning

Matrix Planner is available for download on Power BI through Microsoft AppSource. To enable the visual you will need a license that can be purchased on Microsoft AppSource.

For additional information about the visual, please visit Matrix Planner web site.

Matrix Planner

by Ilustratown