Power BI enables connectivity to most useful data sources:
Not exhaustive list. Other datasources added monthly.
In Q3 2020, Power ON is expecting launch a new offering that will disrupt the way you think of Planning and write-back in Power BI.
In essence, our service will enable you to perform complex editing of datapoint values (spreading, allocations, goal seeking, etc.) in Power BI models based on a mashup of various datasources.
This new feature will enable Business Analysts to take their existing Power BI models to the next level, by adding planning, forecasting, what-if capabilities, without having to rebuild them.
Here is how it will work:
Sales Forecasts in Power BI with Salesforce and Oracle Data.
- A Sales Team wants to create a new Forecast scenario for the next 12 months based on the Covid-19 altered business landscape.
- They need historical information that resides in Oracle
- They need all current opportunities that are in Salesforce
- The team would like to have Last Years Actuals copied 12 months into the future with a 50% reduction as a starting point.
You will end up with this in Power BI
- Create a connection to the Oracle Database in Power BI
- Import the Salesforce Data to Power BI
Create a Power Query or Calculated table that loads Last Years Data by month and move it up 12 months. Then multiply by 50%
Enable End-User Input and Commenting:
- Add writeback features to the model using the Power ON model wizard
- Add the Power ON Data Entry Matrix to the report and connect it to the Power ON Writeback service
- Distribute report for user input and commenting on datapoints
Note! Feature will be licensed separately from Visual Planning and is expected to be available in Q3.
Send us an email to learn more.