Visual Planner – Feature: Drag and Drop

Plan Visually

Make the budget process easy and collaborative for people tasked with entering and consolidating the data! With Power ON Visual Planner’s Drag and Drop features, users can use their mouse on the PC or their finger on a touch-screen to make adjustments to the allocation or change the seasonality to any budget, plan or forecast.

How it works?

The Drag and Drop feature is part of Power ON’s Visual Planner suite for Power BI. When a user opens their Power BI workbook in Visual Planner, it is now enabled for write-back. Row-level security in Power BI ensures they can only change the data the admin user wants users to edit. In most cases Actual data is read-only.

When data is filtered for i.e. Sales Person, it only allocates the data for what has been filtered in the Power BI workbook.

There are currently two types of drag and drop visuals: Line and Bar-Charts that users can modify.

Allocations and Seasonality

The Drag and Drop feature saves the result of the allocation back to the source database. Users can either modify the number the graph represents directly(absolute), or the relative individual contribution it makes to the total.

How to Implement it?

Drag and Drop works with:

  • Azure
  • Hybrid
  • Report Server

Power ON’s Visual Planning is a complete suite that empowers Budgeting, Planning and Writeback in Power BI.

Contact us today for pricing and a demo.

  

 

See a quick 1 min demo here

 

VP - Drag and Drop - Gif