{"id":3719,"date":"2024-10-28T11:21:02","date_gmt":"2024-10-28T10:21:02","guid":{"rendered":"https:\/\/data4success.de\/?p=3719"},"modified":"2024-10-28T11:27:27","modified_gmt":"2024-10-28T10:27:27","slug":"integration-of-planning-and-reporting-with-acterys-in-power-bi","status":"publish","type":"post","link":"https:\/\/data4success.de\/en\/integration-of-planning-and-reporting-with-acterys-in-power-bi\/","title":{"rendered":"Integration of planning and reporting with Acterys in Power BI"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"3719\" class=\"elementor elementor-3719\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-711ae2f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"711ae2f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-43c842c\" data-id=\"43c842c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7bbca89 elementor-widget elementor-widget-text-editor\" data-id=\"7bbca89\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In many companies, planning and data analysis go hand in hand. In order to successfully manage a company, decision-makers must always keep an eye on the comparison between actual and planned values - in areas such as sales planning, budget planning, forecasts, sales, liquidity and price planning. Well thought-out planning is crucial not only to manage departments internally, but also to ensure strategic alignment across the board.<\/p><p>Without reliable planning processes and corresponding reports, a company is often on shaky ground. It therefore makes sense to integrate planning and reporting in a single tool. This is where Acterys comes into play - a plugin for Power BI that enables users to design and customize planning processes directly in Power BI and also in Excel.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5477579 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5477579\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0e92a02\" data-id=\"0e92a02\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e9dd6fb elementor-widget elementor-widget-text-editor\" data-id=\"e9dd6fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>What is Acterys?<\/h3><p>Acterys is an all-in-one platform solution that provides the ability to enter and edit planning data directly into Power BI and Excel and immediately see the impact of that planning on the business. The seamless integration ensures that planning does not just remain static, but can be dynamically adjusted and reviewed in real time. This allows users to plan in a way that allows them to pursue their business goals flexibly and efficiently.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-af97e3a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"af97e3a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-64000b8\" data-id=\"64000b8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a05402a elementor-widget elementor-widget-text-editor\" data-id=\"a05402a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Practical example: Sales planning for an automotive supplier<\/h3><p>A practical scenario shows how Acterys can be used for sales planning: In this example, an automotive supplier sells components for small and compact cars. In Power BI, the actual and planned values for the year 2024 are clearly displayed graphically. Acterys extends Power BI with the option of changing and saving the planning data directly in the report. A changed figure is saved with a click and transferred to the underlying data model - so the updated values are immediately visible in the Power BI reports.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-51e23b2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"51e23b2\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b9b3991\" data-id=\"b9b3991\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c9220b2 elementor-widget elementor-widget-html\" data-id=\"c9220b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe src=\"https:\/\/www.loom.com\/embed\/6538ecbcd77b45448fde22379812e237?sid=86168d45-940e-4773-8496-93aa64db6814\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-532959a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"532959a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-86259e5\" data-id=\"86259e5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-efb6295 elementor-widget elementor-widget-text-editor\" data-id=\"efb6295\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Real-time planning and immediate tracking of effects<\/h3><p>A major advantage of Acterys is the ability to adjust prices and plan values in real time and see their impact on the overall results immediately. Take price planning as an example: when price inputs are updated, the impact on annual sales can be simulated directly. This makes planning much more efficient and helps to make informed decisions without inadvertently creating unwanted effects.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8dbbfde elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8dbbfde\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-eb856ee\" data-id=\"eb856ee\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fda547a elementor-widget elementor-widget-text-editor\" data-id=\"fda547a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Integration in Microsoft Dynamics NAV, Navision and Business Central<\/h3><p>Acterys is particularly interesting in combination with ERP systems such as Microsoft Dynamics NAV (formerly Navision), Dynamics 365 Business Central and other solutions. Companies that use Acterys have the option of linking planning data directly with their familiar Microsoft Dynamics environment, thus creating deep integration between planning, reporting and the ERP system.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a45d9c7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a45d9c7\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-80a612c\" data-id=\"80a612c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-78e818d elementor-widget elementor-widget-text-editor\" data-id=\"78e818d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Use of an SQL database for central data storage<\/h3><p>Acterys offers the option of storing all planning data in an SQL server database. This creates a centralized data source that can be accessed by Power BI, Dynamics NAV, Navision and Business Central. Acterys uses a web API connected to a SQL database so that data can be synchronized directly into the ERP system. For companies with Microsoft Dynamics, this can be an exciting opportunity to store all planning data centrally and use it company-wide in all reports and analyses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-483052e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"483052e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-427c502\" data-id=\"427c502\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2c54854 elementor-widget elementor-widget-text-editor\" data-id=\"2c54854\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Flexibility for controllers: Acterys and Excel<\/h3><p>Another plus point for Acterys is its flexibility for users who prefer to work in Excel. Controllers and planners can connect to the models in Power BI via pivot tables and edit the planning data directly in Excel. Acterys immediately synchronizes the changes in the data model, so no additional steps or separate tools are required.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c1a708f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c1a708f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5f4a89b\" data-id=\"5f4a89b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-223417d elementor-widget elementor-widget-text-editor\" data-id=\"223417d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Interested in integration with Acterys and Microsoft Dynamics?<\/h3><p>Acterys offers a comprehensive solution for companies that want to optimize their planning processes in Power BI and Dynamics NAV, Navision or Business Central. The simple integration and the possibility of real-time editing make Acterys an ideal tool for dynamic planning and control.<\/p><p>If you are interested in implementing a similar solution at your company, we will be happy to assist you. Contact us - our team looks forward to working with you to establish this innovative solution in your company and take your planning and reporting processes to the next level.<\/p><p><span data-contrast=\"auto\">Arrange a non-binding consultation directly <\/span><a href=\"https:\/\/data4success.de\/en\/contact\/\"><span data-contrast=\"auto\">Appointment<\/span><\/a><span data-contrast=\"auto\"> with our experts.<\/span>\u00a0<\/p><p><span data-contrast=\"auto\">Please visit our <\/span><a href=\"https:\/\/data4success.de\/en\/training-courses-power-bi\/\"><span data-contrast=\"auto\">Training<\/span><\/a><span data-contrast=\"auto\">if you want to learn more about Power BI and the world of Business Intelligence.<\/span>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>In vielen Unternehmen gehen Planung und Datenauswertungen Hand in Hand. Um ein Unternehmen erfolgreich zu steuern, m\u00fcssen Entscheider stets den Vergleich zwischen tats\u00e4chlichen und geplanten Werten im Auge behalten \u2013 und das in Bereichen wie Absatzplanung, Budgetplanung, Forecasts, Vertriebs-, Liquidit\u00e4ts- und Preisplanung. Eine durchdachte Planung ist entscheidend, um nicht nur Abteilungen intern zu steuern, sondern [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3733,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3719","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/3719","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/comments?post=3719"}],"version-history":[{"count":10,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/3719\/revisions"}],"predecessor-version":[{"id":3732,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/3719\/revisions\/3732"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/media\/3733"}],"wp:attachment":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/media?parent=3719"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/categories?post=3719"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/tags?post=3719"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}