Visual Planner + for Power BI
Power BI is an amazing Analytic tool. Now you can use it for Planning too!
Visual Planner makes Write-back in Power BI a reality!
With Power ON’s Visual Planner +, you can go beyond Analysis in Power BI, to Plan, Forecast, and Collaborate in real-time. Enter values, add comments, and observe visualization updates as you write-back in Power BI all while respecting Role-Based Security.
How We Help
Turn Power BI into a 2-way Street
Go beyond Analysis to Write-back and Plan in Power BI
Work in Power BI
like you do Excel
Copy, paste, filter, conditional format, client side calcs, and more…
Collaborate
in Power BI
Across your org; Leadership, Lines of Business, Regions, …
Get Better Data
& More Confidence
Analysis, Planning, and Informed Decisions unified in one place
Components & Capabilities 'at-a-glance'
Power XL Components
Visual Planner + Power XL enables you to work in Power BI like you do in Excel, through 4 main visual components:
Pivot Tables
Client-side Pivot Table settings in Power BI
Tables
Read/write, Copy/paste, Sort/filter, and more
Forms
Forms and data collection as easily as if in Excel
Reports
Excel-like report design and formatting; in Power BI
Capabilities
Visual Planner + Power XL delivers robust capabilities to support your Planning and other Collaborative processes:
Data Collection
Enter Data and Comments directly in Power BI
Commentary
Add Comments at the data-point, or cell-level
Forecasting
Create Forecasts or other Versions; click-not-code
Write-back
Save data with real-time write-back in Power BI
Drag & Drop
‘Drag’ to add or edit writable Visuals and Charts
Charting
Incorporate interactive Bar, Line, and Gantt charts
Modelling
Model What-if-Scenarios for on-the-fly analysis
Manage Data
Perform Master Data Management tasks
Workflows
Set up advanced approval and notification workflows
Predictions
Drive insights utilizing AI, ML, or other predictive rules
Security
Respect existing Security or add Advanced rules
Technology
Flexibly fit into your tech stack and preferences
Components & Capabilities 'in Detail'
Power XL
A Filtered Spreadsheet in Power BI
With Visual Planner + Power XL components you get a true ‘Filtered Spreadsheet’ experience directly in Power BI. Gone are the days of analysis in Power BI, then exporting to Excel to do what-if analysis, commentary, etc… Now you can analyze, and immediately enter, edit, copy/paste, filter, slice, and even format directly in Power BI. You get the flexibility of an Excel spreadsheet, and the power of Power BI.
- Filtered Spreadsheet experience in Power BI!
- Conditional Formatting
- Sparklines
- Client Side Calculations
- Excel Formulas like vlookup and SumIF
- and so much more….
Vienna BioCenter Drives Reporting & Decision Efficiencies with Collaborative Forecasts in Excel + Power BI
“Power ON + Power BI + Excel is a much more professional way for us to perform our work.”
Pivot Tables
Finally, you can edit, copy/paste, pivot, query, and write-back in Power BI. Data updates in real-time, across all related visuals.
- Read/Write in a Pivot Table experience
- Commentary on any data point
- Client-side Pivot settings: filter, slice/dice, calculations
- Rich input controls; Date-picker, checkbox, etc…
- Flexible Stylesheet formatting
- See immediate updates across related visuals
- Include Statistical, Operational, or Financial metrics
- Actual, Plan, and Forecast data in the same matrix
- For any data: Expense, Revenue, Sales, Supply, Demand, Inventory, HR, and more
Stewart Title, one of the US’ largest real estate service companies, improved forecasting by replacing Hyperion HFM with Power ON + Power BI
“Power ON Visual Planner is one of the most interesting and effective forecasting tools our leadership has seen.”
Tables
A true filtered spreadsheet experience, inside Power BI. With Power XL Table component you can interact with data across Planning and other collaborative processes and data; product, sales, customers, revenues, expense. Edit, write-back and plan in Power BI, as if you were in Excel; right mouse click, copy/paste, drag down, and more.
- Commenting: individual or threaded conversation
- Client-side filtering and sorting
- Copy/paste
- Text and Check boxes
- Drop Downs and Date Picker
Europe’s oldest manufacturers improves efficiency and eliminates costs through xP&A with Visual Planner for Power BI
“Visual Planner helped our team convert data into value.”
Master Data Management
Effectively manage your data structures, hierarchies, and elements. Our Table Editor enables Master Data Management as a custom visual within Power BI. Key features:
- Add, Delete, Modify any value (respects approval, workflow, and/or role-based security)
- Add values, drop-downs, checkboxes, calendar picker, text, text areas to any SQL table
- Supports Direct Query model for measures
- Multiple Columns Search and Filtering
One of world’s biggest software companies enables write-back in Power BI for proactive customer insights
“With Power ON we can now use the Power BI interface to input data that trains our Customer and Product development ML models.”
Drag and Drop Charts
Bar-charts, Line-charts, and Gantt-charts provide interactive analysis and edit capability across collaborative processes; Planning, Forecasting, Project Management (Gantt), etc…
- WYSIWYG edits to Plans and Forecasts
- Drag & Drop to edit values across Bar, Line or Gantt charts
- Do rapid-fire what-ifs and see immediate effects
- Automate Project updates to schedules, tasks, and critical path sequences (Gantt)
- Manage tasks and sub-tasks through visual hierarchies
Netherland’s largest mental health provider increases funding and better serves their patients and community with Power ON and Power BI
“With Power ON in Power BI, we trust the accuracy of the data, which increases our confidence in securing funding and planning for the future.”
Technology & Security
Power ON solutions fit into your technology environment and embed seamlessly into the Power BI ecosystem. In the Cloud, on-prem, or hybrid we leverage and respect your existing systems and security.
- Run in Private or Public Cloud
- House it in your own Azure tenant
- Use it On-Prem with Power BI Report Server
- Works across disparate datasets; Composite Models and Hybrid Tables
- Leverage advanced read and write Rules
- Create User or Group based security rules
See Visual Planner + in Action
Want to learn how you can use Visual Planner + Power XL to supercharge your Power BI experience?