Based on your requirements, we design interconnected planning models and set up automated data loading from the data warehouse or other sources. Using the accoPLANNING write-back visual in Power BI, we develop planning reports through which users enter planned values. Finally, we configure the necessary workflows and secure the entire environment.
Financial and non-financial planning and master data management in Power BI
With accoTOOL writeback components, we enable Power BI users not only to read data but also to write it back.
accoTOOL
accoTOOL offers a set of write-back components for database updates within Power BI. It enables the creation of advanced Power BI applications for financial and non-financial planning, corporate master data management, and any other use cases requiring manual data input by users. It supports data commenting, change history tracking, approval workflows, and many other features.
Dolphins in numbers
16
years on the market
3000+
number of participants in the BI Academy
140 mil.+
annual turnover
178+
number of certifications achieved
accoPLANNING implementation
We design a cost planning model by department and cost category, ensuring that each user can view and enter costs only for their own department.
We set up revenue planning either directly or through drivers (price lists, allocation models, etc.), tailored to the specifics of the industry and client.
We will develop other non-financial or auxiliary planning models, such as courses, rates, price lists, and allocations.
We will configure the approval workflow and control reports so that you can always see the status of your plans.
We will enable users to add comments to planned values so that it is clear what the plans are based on.
We train users and developers on how to work with plans and how to use accoPLANNING components for other planning models and reports.
Master Data Management implementation in Power BI
We will build a corporate master data repository to your specifications. Using the accoMASTERDATA component, we will enable users to manage it securely in Power BI and, if needed, synchronize it across systems via our SynchroHub Master Data Tool.
accoMASTERDATA implementation
We will design a database for centralized corporate Master Data management.
We will set up Master Data synchronization with operational system data using our SynchroHub Master Data Tool.
We will create Power BI reports that enable secure user editing of Master Data.
We will train users and developers on how to work with Master Data and use accoMASTERDATA effectively.
It's easy with us
We know how to do it.
1.
Non-binding consultation
We will identify your needs and assess how Acterys can help you work with data more efficiently. Free of charge and with no obligation.
2.
Solution proposal
We will design an optimal solution tailored to your requirements, including architecture, integration, and specific tools.
3.
Implementation
We will ensure quick and smooth deployment of Acterys into your environment, including configuration and team training.
4.
Support
We provide long-term technical support and regular optimization to ensure that your solution always works at 100%.
How we’ve helped our clients
We rebuilt and automated internal reports and dashboards in Qlik Sense to meet modern standards and respond to current user needs.
For KB, we created a Microsoft Power BI solution for digital transformation and enhanced self-service reporting. Through report migration, we simplified management and increased data analysis efficiency.
We integrated data from the company’s accounting systems and built a financial data mart optimized for reporting. We developed reporting focused on various types of financial statements in the Power BI environment.
Need help implementing accoTOOL?
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