Aimplan Blog 

Many organizations rely on Power BI for reporting, dashboards, and performance tracking. But when it comes to budgeting, forecasting, and financial planning, most companies still depend on spreadsheets or disconnected tools. The common assumption is that adding planning capabilities requires purchasing a separate enterprise FP&A system. And that usually means: A new platform A new data model Complex integrations Months of implementation Heavy IT involvement The good news is t

Most organizations today are very good at reporting. They have Power BI dashboards. They track revenue, margin, cash flow, KPIs, and operational performance. The semantic model is structured. Security is in place. Reports refresh automatically. But when it comes to planning and forecasting, something changes. The process usually moves outside Power BI. Budgets are built in Excel. Forecasts are adjusted in spreadsheets. Targets are set in separate files. Then the results are b

Capture targets directly in Power BI using a planning table where managers enter sales targets and performance goals inside a Power BI report dashboard.

Let us start with something simple. If your forecasting process still depends on sending Excel files back and forth, you are not running a forecasting system. You are running a file coordination process. For many finance teams, the decision to replace Excel forecasting with Power BI is not a question of if, but when. The manual process works up to a point, and then it does not. And most finance teams know this. They usually say something like, “It works, but it’s manual.” Or,

If you work in finance or FP&A, you have almost certainly experienced the moment when Excel version control in budgeting becomes the actual job. A budget file is created, shared with department managers, adjusted, renamed, and suddenly five versions are circulating in parallel with no clear owner. At that point, the issue is no longer about numbers. It is about control. The uncomfortable truth is that Excel was never designed to function as a structured, multi-user planning s

Polarbröd is a family-owned company from northern Sweden with five generations of baking tradition. The company has grown from a small bakery to become Sweden’s third-largest producer of bread, with operations in Älvsbyn, Bredbyn, and Umeå. In 2024, the group had a turnover of SEK 1.4 billion and sold approximately 30,000 tons of bread. The group also includes Polarrenen, which operates wind turbines, and PolarVentures, which invests in new food systems. The entire business i

Why Microsoft’s Translytical Task Flows Matter, And Why They’re Not Enough for Planning When Microsoft introduced translytical task flows in Fabric and Power BI, it signaled an important step toward making analytics platforms more interactive. For the first time, business users could take action directly from within Power BI, instead of simply consuming static reports. This new capability is built on Fabric’s translytical foundation, which blends transactional and analytical

Can Power BI Handle KPI Tracking and Manual Data Reporting with Write-Back?

Södra takes data-driven Budgeting to the next level with Power BI and Aimplan