Planning and Forecasting with Power BI
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Presentation at MDIS 2017 on how to do planning, budgeting and forecasting with Power BI and the Acterys / Agility Planning extension
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Planning and Forecasting with Power BI
- 4. 2003 (2013 acquired INTALIGN) Financial Reporting/Planning Tailored Business Intelligence Solutions Cloud Solutions Predictive Customer Analytics Founded Focus Locations Sydney, Perth, Brisbane, Kolkata Clients: Managility Solutions:
- 8. NEXT LEVEL FINANCIAL PLANNING & ANALYTICS
- 11. Files Modelling Engine Your Data Sources Connectors Supported Front ends (on Premise Option) Accounting/ERP /CRM Web Services Databases
- 12. High Performance Multi User Writeback Excel Add-On, Power BI Visual, Web App Adaptive Workflows One Click/Native Connectors Source Business User Driven Modelling
- 13. “2m like last year” “2,000,000” Product A->532,000 Product B->450,000 Product C->518,000 New Scenario “Forecast 1” Use Actuals from previous year + 2% as basis
- 14. Add new calculations with powerful rules engine Simulate introduction of new product, acquisitions etc. Advanced financial consolidation Identify driving factors and use in responsive models
- 15. Writeback from Pivot Table Flexibility through Cell Based Reporting Modelling
- 16. Data Discovery Dashboards Natural Language Query Automated Insights Web/Mobile Deployment
- 20. Partnerships Subject / Matter Industry Solutions Value Added Reseller Agility Planning API
- 21. Contact Us Send us a message & connect: Sydney Kolkata ZurichChicago facebook.com/managility AsiaPac +61 1300 00 7256 Europe: +41 43 535 4945 US: +1 800 270 0691 managilityau
Editor's Notes
- Welcome everyone to this session on financial modelling with Power BI my name is Martin Kratky and and this is my colleague Hesam the CTO of Managility.
- We came from a bit further this morning. One of our colleagues Skippy unfortunately couldn’t get a visa. We are not sure why – he is adamant he has never been to Iran. So it’s just the two of us.
- Managility is a provider of business intelligence services and solutions with a particular focus on the finance function. Our solutions include Clear Jelly a one click service for cloud based accounting, Finviews a financial information service built on one of the largest data warehouses of listed company fundamentals and finally Agility Planning a service that will be revealed for the first time ever in this session. For more details you have to stick around.
- I guess it’s safe to say that most of you in the room are experts in data discovery which is a great way to find interesting things in the past
- What is equally important though is to look into the future. Most of us wouldn’t drive a car just by using the rearview mirror. So, in this section I would like to focus on a few important points around financial planning and modelling with Power BI and will introduce for the first time ever our new solution Agility Planning that makes working in this area a bit easier.
- Many specialists here can you tell me how you can can implement write back and model changes in Power BI currently? Best answers will win a t shirt Linked sheets users have to enter data in record format works in some cases but is for example in a budgeting scenario a bit cumbersome when users want to enter for example budget or forecast numbers quickly Write back tables in Power BI great tool to mange parameters directly in Power BI Desktop but not available in Service Another options is sliders great way but not persistent
- We have looked at status quo over the last few minutes I would like to opportunity to show for the first time ever what we have been working on for the last 24 months
- Microsoft is revolutionising Business Intelligence
- AP is an integrated built on the SQL Server engine in the cloud or on premise. Key component is an in memory based engine optimised for write back and business modelling. As frontends we have a web based admin/business modelling component, and Excel Add-in and a Power BI visual. But enough of the theory I am very excited to for the first time ever give you an idea how things look like in practice
- Premium versions of the services also enable professional writeback and planning capabilities like copying data using specific allocations as well as top down/bottom up changes.
- Premium versions of the services also enable professional writeback and planning capabilities like copying data using specific allocations as well as top down/bottom up changes.
- The solution also offers an integration with MS Power BI that enables powerful new dashboard and analytics options.
- The solution also offers an integration with MS Power BI that enables powerful new dashboard and analytics options.
- Another topic that we see often asked for in the community is how can you show financial statement? Let me just quickly demonstrate the challenges. PBI demo CJ sample subtotal and PBI Visual
- As it’s so hard to get skippy out of the country and as we are quite prejudiced about our surf beaches we are looking for global partners with whom we can take Agility Planning to the next level. Agility Planning is based on a rest API so all functionalities from writeback to modelling are available for integrating in your own solutions