Matrix Planner

by Ilustratown

(2 ratings)
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Facilitates planning and forecasting through writeback functionality within Power BI

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.


  • Writeback capability
  • Distributes values ​​to descendants using one of three operations (Replace/Uniform/Relative)
  • Aggregate calculations (Sum/Average)
  • Expand/Collapse Rows
  • Write-Security measure
  • Read-only measures
  • Show/Hide columns and rows subtotals
  • Switch measures to rows


  • 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.

Visual capabilities

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

At a glance