Transform Your Data With Connected Planning From xP&A for Power BI

Simplified Data – Consolidate ERP and non-ERP data sources in one place for fast, reliable planning, reporting, and analytics.

Modern Planning – Integrate planning and transform Power BI into a complete planning, forecasting, and collaboration solution.

BI Write-back – Edit data in a dashboard or report, then observe visualization updates in real-time. Save any changes back to the data source.

Can You Plan and Make Decisions Effectively With Your Data?

Fragmented, Inaccurate Data

Are you planning with multiple, disconnected tools? When users must recreate the same calculations and business logic across reports, data becomes inconsistent and siloed, making planning processes even more inefficient.

Slow, Inefficient Planning Processes

When you’re using manual, spreadsheet-based planning processes, can you trust your data and make accurate business decisions? Ineffective planning processes are difficult to control and take too long when business decisions are on the line.

Rigid, Manual Planning Interface

Testing multiple future scenarios and implementing continuous planning requires software with flexible report templates and built-in version control. Are you struggling with planning tools that lack the flexibility you need to plan for many scenarios?

Extend Planning Across Your Organization

Implement Continuous Planning and Rolling Forecasts

Deliver speed and efficiency in your planning processes with insightsoftware xP&A for Power BI. Our intuitive, spreadsheet-like interface allows you to integrate your planning processes into Power BI and use modern features like:

Driver-based modeling
What-if scenarios
Workflows and approvals
Collaboration
Custom visuals

Drive agility and accuracy across your organization with rolling forecasts and continuous planning. Adapt to your evolving business needs.

Ditch Disconnected Planning Tools and Data Sources

With insightsoftware xP&A for Power BI, work in your preferred environment with a secure place for real-time:

Analysis
Planning
Modeling
Commentary
Write-back

Break down planning silos and create planning transparency. Build no-code data-collection applications to ensure data quality, governance, and security. insightsoftware xP&A for Power BI empowers business leaders and contributors with write-back directly to tabular models and premium data sets, avoiding the need to work in various third-party solutions.

Gain Control of Your Data with Consistent Planning

With a purpose-built connector to Microsoft Dynamics ERPs, plus more than 250 additional data connectors, insightsoftware xP&A for Power BI brings all your data together in one place to provide a controlled and consistent data set.

Build trust in your:

Planning Data
Assumptions
Modeled Scenarios

Say goodbye to creating the same calculations and business logic across separate reports. Unify your data and unlock the power of consistent planning with insightsoftware xP&A with Power BI.

Eliminate Manual SQL-Coded BI Projects

insightsoftware xP&A for Power BI offers pre-built, plug-and-play analytics projects for Microsoft Dynamics ERPs. Quickly deploy Power BI reports and visualizations.

Reduce the technical expertise needed with:

Drag-and-drop interface
Automatically generated SQL script
On-demand project documentation

You and your team can easily access data through Power BI, reducing overreliance on IT teams. Create faster, easier BI projects.

Planning Efficiency and Collaboration for Better Decision Making

Access to up-to-date data at any time creates repeatable, standardized planning processes. Write-back capabilities allow you to create a continuous single-source of truth to repeat the process. insightsoftware xP&A for Power BI can result in:

Operational ownership
Productivity improvements
More time for strategic initiatives
Shorter planning and forecasting cycles

With its intuitive interface, more executives are willing to use insightsoftware xP&A for Power BI, leading to better investment decisions.