https://store-images.s-microsoft.com/image/apps.63618.07ba0d62-5f0c-44b5-9012-fad65ff70f46.c27f75c6-6bac-4074-9b7d-7c82e25cb967.c843bd47-55bc-4fa9-a6c5-25eff5373c35.png

Acterys Matrix Write-back & Planning for Power BI

by Managility

(9 ratings)
Download SampleInstructions

Acterys Matrix enables comprehensive write back & planning from Power BI

Acterys Matrix is a Power BI custom visual that enables write-back and planning on any level of the data model with flexible allocation options. It 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.

 

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 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/li>

  • Custom aggregations and in-visual calculations/li>

  • Custom Tool Tips & Drill Through/li>

 

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 feature require a 

free trial at: https://www.acterys.com

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.50518.5f5650a5-e5d1-4e18-ac41-7ad99be1b5db.36c24de2-4e20-44c4-befb-84c8db848950.d6e97483-2ee0-4638-8501-950a4f8f4e17
/staticstorage/7bf67e28/assets/videoOverlay_7299e00c2e43a32cf9fa.png
https://store-images.s-microsoft.com/image/apps.50518.5f5650a5-e5d1-4e18-ac41-7ad99be1b5db.36c24de2-4e20-44c4-befb-84c8db848950.d6e97483-2ee0-4638-8501-950a4f8f4e17
https://store-images.s-microsoft.com/image/apps.44544.5f5650a5-e5d1-4e18-ac41-7ad99be1b5db.36c24de2-4e20-44c4-befb-84c8db848950.021dd36c-1903-4acd-8ac9-8a9a0d4f1a1c
https://store-images.s-microsoft.com/image/apps.23377.5f5650a5-e5d1-4e18-ac41-7ad99be1b5db.36c24de2-4e20-44c4-befb-84c8db848950.9f348e59-2414-4c59-b046-0606e8ec3b00
https://store-images.s-microsoft.com/image/apps.43837.5f5650a5-e5d1-4e18-ac41-7ad99be1b5db.36c24de2-4e20-44c4-befb-84c8db848950.7ef555cd-13d6-4a33-95c4-62f6257ad6ce
https://store-images.s-microsoft.com/image/apps.46265.5f5650a5-e5d1-4e18-ac41-7ad99be1b5db.36c24de2-4e20-44c4-befb-84c8db848950.a616224b-9292-4884-b697-cbaf4c62f7e7