Acterys Matrix Write-back & Planning for Power BI

by Managility

(68 ratings)
Download SampleInstructions

Acterys Matrix enables comprehensive write back & planning from Power BI

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.


  • Top down / bottom up entry on any level of the matrix with automated distribution to detail level
  • Wide variety of entry 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


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


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

Visual capabilities

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

At a glance