Consolidation and Inter-Company Reconciliation with Excel or Power Planner

If you want to move away form your current over-priced, outdated CPM solutions, Power BI and Power Pivot is here to help. Additionally if you add Power Planner to the mix, you can enable the Corporate Performance Management data in a completely different light:

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Step 1: Create a data model: (No Worries, it’s already there for you)

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Step 2: Build a Hierarchy:

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Step 3: Paste your data into the Spreadsheet:

 

Step 4: Reconcile your Intercompany Transactions:

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Step 5: Enjoy your Consolidated and Eliminated Reports

 

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Step 6: Inquire about Power Planner, and see how you can start collecting the Inter Company data from the subsidiaries and visualize Reports in Power BI.

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