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Boost Your Power BI Reporting with Efficient Planning, Budgeting, and Forecasting

Power BI is already a fantastic data visualization and reporting tool that is beloved by finance, sales, production, procurement, HR, and other functions.

 

However, with Aimplan, you can transform Power BI into an even more powerful solution for integrated planning and forecasting. What's more, when you need to capture manual input data from users, Aimplan can be used inside of Power BI to efficiently collect data for all of your Power BI reporting needs.

Power BI
Upgrade your disconnected manual spreadsheet processes

Upgrade your disconnected manual spreadsheet processes

Many businesses still use spreadsheet templates and email to run their planning and forecasting processes. Spreadsheets are also used to consolidate production numbers, sales, and other data from across the organization. Unfortunately, this can be a time-consuming, cumbersome, slow, and error-prone method.

 

With Aimplan, you can continuously capture the latest data and information from Power BI users. The solution makes it possible for end-users to directly enter data, including comments, within Power BI, and all data is safely stored in a central database from which Power BI reports on live planning data.

Connected to your ERP and other data sources

Efficient forecasting and planning processes require that users have access to the latest known actual data. Instead of copy-and-pasting from different systems, you can use Aimplan and Power BI to obtain accurate and up-to-date data to serve as the baseline for your planning models.

Aimplan uses your existing Power BI datasets and Power BI's connectivity to a wide range of data sources. You can mix internal and external data and drivers and even provide data back to your ERP system and other tools thanks to Aimplan's open connectivity.

Connected to your ERP and other data sources

Features highlights

Highly configurable Power BI data entry grid
Highly configurable Power BI data entry grid

The key to a great user experience is the Aimplan Power BI custom visuals making it possible to truly configure data entry templates. The entry forms are feature-rich with live calculation formulas, supporting copy-and-paste and much more.

Reuse your Power BI datasets
Reuse your Power BI datasets

You can reuse the structures and data in your existing Power BI datasets. Why build new integration to source systems if you already have the data in Power BI? Reuse your dimensions and fact tables. Perform any transformation needed for your planning models within Power BI.

Master data management
Master data management

Control and maintain portions of your master data not available in other systems. I.e. define cost centers for planning purposes for next year not currently available in the ERP system. Or maintain currencies and exchange rates in Aimplan available to your planning and reporting models.

Prepare for the future by playing different scenarios

Prepare for the future by playing different scenarios

Aimplan makes it easy to test and simulate different future scenarios. How will an increase in energy prices, inflation, lower demand in specific markets, discount strategies etc affect the bottom line?

 

Compare different scenarios with the powerful analytic and reporting capabilities of Power BI. Be prepared and agile to make rapid decisions with the Aimplan planning functionality for Power BI!

Features highlights

Scenario modeling
Scenario modeling

Fast configure new forecasting scenarios based on actuals in combination with previously created planning scenarios. The solution support 'time-transform', i.e. when creating the plan for future periods, the system can use previous scenario but move data forward in time. 

Security and data access
Security and data access

Aimplan implements single sign-on with M365/Office365 and Azure AD to grant user access. Combine the data access rules maintained in Aimplan with the data access functionallity in Power BI. I.e. manage in Aimplan for example which user can access and plan which project, product, market or cost center.

Audit trail of updates
Audit trail of updates

All updates to planning models and forecast data is logged and under control. You can see who has changed what data, and at what point in time. This also includes events such as user logging in, out etc.

Efficient capturing of data from the organization and beyond

Are you struggling with collecting and managing data you need for your data warehouse or reporting models not available in any data source? Managing dimensional structures and hierarchies, manual cleansing of data, capturing data for production reporting or other data. Then Aimplan and Power BI can be a great solution to create low-code/now-code 'apps' inside Power BI using Aimplan for data entry.

Efficient capturing of data from the organization and beyond

Features highlights

Embed in MS Teams and Sharepoint
Embed in MS Teams and Sharepoint

Power BI, and therefore also Aimplan can easily be integrated into Sharepoint and Microsoft Teams. This provides a great user experience combining reporting and planning direct from within these collaboration tools.

Easy to get started
Easy to get started

Aimplan is a Saas service in the cloud. No servers, no installations and you reuse your existing Power BI Datasets. You can get going within hours, not weeks or month.

Full access to your data
Full access to your data

You always have access to your data stored by Aimplan.  We never lock your data in. You have full access and can easily get access to the data from different tools and other systems in a secure way.

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