https://store-images.s-microsoft.com/image/apps.61283.46da5bf5-2123-4df6-9879-84286fac1bff.07639b7d-d491-4400-8bef-717ed56caafe.426fc1ed-d8f7-4d94-ae5d-7a7f66bebb22

Acterys Copy

by Managility

Download SampleInstructions

Copy data between different scenarios to simulate, create forecasts and new plans in Power BI

Acterys Copy is a custom Power BI visual for planning that enhances your Power BI scenario planning and forecasting processes. It allows users to copy data between scenarios in Power BI, streamlining workflows by reusing historical or actuals-based data to build future plans. Whether working at the model level or focusing on specific dimensions like cost centers or products, this data copy Power BI visual ensures agility and consistency across your planning efforts.

With full integration into Acterys' advanced features, including Power BI write-back visuals and comprehensive planning tools, Acterys Copy empowers organizations to build accurate forecasts and maintain centralized scenario control—all from within Power BI.

Acterys delivers robust solutions that simplify planning and forecasting in Power BI, making financial and operational decision-making faster, easier, and more reliable.

Key Features:

  • Persistent Scenario Management: Centrally store and manage all scenarios in SQL Server for consistent and reliable data access across planning cycles.
  • Flexible Data Copying: Effortlessly copy data between scenarios in Power BI, using past actuals to quickly build new plans.
  • Dimension-Specific Copying: Target key areas like cost centers, departments, or products for more focused and precise scenario planning.
  • Comprehensive Planning Integration: Supports top-down, bottom-up, and driver-based planning methods within copied datasets.
  • Versatile Access: Manage and interact with your scenarios through Power BI, Excel, or any SQL Server client.

Key Benefits:

  • Accelerate Planning Workflows: Jump-start planning processes with fast and flexible data copy in Power BI.
  • Improve Data Consistency: Maintain a single source of truth with centralized scenario management in Power BI.
  • Enable Agile Decision-Making: Update or adjust forecasts quickly in response to changing market dynamics.
  • Enhance Forecast Accuracy: Ground your projections in historical data to support more informed planning.
  • Simplify Scenario Management: Access and manage all planning scenarios directly within Power BI for a smoother user experience.

Why Choose Acterys Power BI Visuals?

  • Trusted by 1000+ customers across SMBs, enterprises, government, and Fortune 500 companies
  • 1M+ global downloads and counting
  • 9 custom Power BI visuals and 20+ apps on AppSource covering a wide range of FP&A and xP&A use cases
  • Seamless integration with popular platforms like QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, and more

Download Acterys Copy Visual today to simplify scenario management in Power BI and take your planning and forecasting in Power BI to the next level.

Visual capabilities

When this visual is used, it
  • Can access external services or resources

At a glance

https://store-images.s-microsoft.com/image/apps.53546.46da5bf5-2123-4df6-9879-84286fac1bff.4a94ab6f-7eba-4b8e-8bba-acacc539fd3f.dd644d52-c936-444a-9f87-95fc302a987c
/staticstorage/linux/20250415.2/assets/videoOverlay_62a424ca921ff733.png
https://store-images.s-microsoft.com/image/apps.53546.46da5bf5-2123-4df6-9879-84286fac1bff.4a94ab6f-7eba-4b8e-8bba-acacc539fd3f.dd644d52-c936-444a-9f87-95fc302a987c
https://store-images.s-microsoft.com/image/apps.62958.46da5bf5-2123-4df6-9879-84286fac1bff.4a94ab6f-7eba-4b8e-8bba-acacc539fd3f.c6dfe8d6-6cde-4361-84fc-7859c0f9e3e3
https://store-images.s-microsoft.com/image/apps.16351.46da5bf5-2123-4df6-9879-84286fac1bff.4a94ab6f-7eba-4b8e-8bba-acacc539fd3f.ebd56078-5da0-4eaa-a0c7-caf3956392ba