cBI Focus Planner

The cBI Focus Planner is a custom visual for Power BI that delivers robust planning, budgeting and forecasting capabilities for enterprises. This advanced tool is seamlessly integrated into Power BI, removing the need for any additional software or service components. The innovative use of a hosted Azure-Cloud-based web service, leveraging Azure Functions, ensures full functionality and data integrity.

Users can input planning assumptions at any level of the data model, utilizing flexible allocation options and dedicated filter menus for more complex requirements. The visual combines operational reporting and financial planning within a single platform, maximizing the utility of Power BI data models. With the visual you can easily write back data directly for both financial planning and operational reporting.

Key Features:

• Writeback functionality
• Value distribution to descendants using Replace, Evenly or Relative operations
• Support of Bottom-up and Top-down planning approaches
• Write back allocation of calculated values ("calculations") persistently to data field
• Filtering of other visuals through row/column selections
• Aggregate calculations
• Expand/Collapse rows
• Uneven hierarchies
• Measure specific read-only option
• Entry validation
• Show/Hide subtotals

Advantages:

• Modify data in SQL tables via Power BI
• Support for Direct Query

Develop, optimize and oversee business process planning. The cBI Focus Planner is available for download on Power BI through Microsoft AppSource.

The developer of cBI Focus Planner, cedroBI, is an expert in the finance and investment industry, offering relevant and usable reporting and database templates. A license is required to use the planning and writeback functionality of cBI Focus Planner. For testing purposes, the demo report can be used free of charge on the provided cloud-based demo database model including writeback functionality.

PLEASE NOTE: The demo report provided here does not supports automatic data refresh. For a fully functional demo including automatic data refresh and additional documentation, please visit the cBI Focus Planner website.