Actual vs Budget Analysis in Power BI

In January 2017, Microsoft had a blog post about which visuals were better for displaying Actual versus Budget or Forecast variances.  If you liked that post you will love what Power BI – Visual Planning can do for you: Update your Forecast or Budget numbers on the fly right in PowerBI!   How is the[…]

Time to move beyond accounting data

On the same day we launched Visual Planning for Power BI, FSN – “The Modern Finance Forum”, launched a survey that concluded that organizations not tied only to Financial Data, but included more non-financial/operation/forecasting data are performing better. Not shocking really. Power BI is here to help finance and operations make better decisions. “Organizations that[…]

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If you want to move away form your current over-priced, outdated CPM solutions, Power BI and Power Pivot is here to help.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: Powered by: Step 1: Create a data model: (No Worries, it’s[…]

Corporate Performance Management(CPM) + Business Intelligence(BI) = True

History For many years the CPM Team (Finance) and BI Team(Operations) has had a tug of war over what data is the best measurement for sales, cost of goods and expenditures. By nature, Finance and Operations are focused on measuring different metrics, but does the data sources have to be different? The answer has been[…]

Some good press about Power Planner

In Paul Turley’s blog post   PowerON BI – Write-back to Power BI and SSAS tabular for forecasting and planning I’ve used the Power Update tool from Power On in the past.  When I saw the Power Planner demonstrated, the simplicity and ease-of-use just knocked my socks off.   The ability to write-back forecast data and[…]