Matrix Planner

Matrix Planner is a custom visual designed to empower Power BI users with a streamlined approach to planning, forecasting, budgeting, and financial reporting directly within Power BI. It enables the seamless integration of operational reporting and financial planning within the same tool, maximizing the potential of your existing Power BI data models. With this visualization, you can effortlessly write back your data and process your semantic model directly within Power BI. As changes are made to the database and the model is processed, the visual automatically updates, ensuring a unified and optimal experience for financial planning and operational reporting.

Features:

• Writeback capability
• Distribute values to children using one of three operations (Replace/Uniform/Relative)
• Aggregation calculation (Sum/Average)
• Expand/Collapse Rows
• Measure Write Security
• Read only measures
• Activate/Deactivate columns and rows subtotals
• Option to show measures in rows

Benefits:

• Capacity to writeback to SQL tables through Power BI
• Utilization of direct query or import methods with processing semantic models or analysis services cubes
• Ability to build, optimize, and monitor business process planning
• User-friendly and intuitive

• A designated storage location for your Writeback data (SQL Database table)
• Optionally, a semantic model to process your new data

To enable Writeback and Processing mode, a license is needed. A license for the visual can be purchased directly from Microsoft AppSource.

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