Acterys Matrix is an evolution of the classic Acterys Matrix Power BI visual that adds support for handling DAX subtotals. It 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
Custom aggregations and in-visual calculations
Custom tool tips & drill through
Dynamic cell locking
Data entry validation rules

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 features require a free trial at: https://www.acterys.com

Acterys Matrix Planning For Power BI Gen2

od: Managility