Acterys Matrix Planning For Power BI Gen2

Acterys Matrix Gen 2 redefines planning and forecasting in Power BI by combining exceptional performance, flexibility, and usability in one powerful visual. Purpose-built for advanced FP&A and enterprise use cases, this Power BI planning matrix supports direct data entry, write-back, bulk splashing, and DAX-based rollups—giving teams everything they need to plan and act with confidence.

Designed to handle complex scenarios, Acterys Matrix Gen 2 supports both top-down and bottom-up planning in Power BI, along with advanced formatting, validation, and export capabilities. Whether you're modeling next quarter’s projections or consolidating enterprise-wide plans, this visual empowers you to deliver real-time insights backed by secure data processes.

Fully integrated with Acterys’ platform and ERP systems like Microsoft Dynamics, SAP, and NetSuite, it enables seamless forecasting and scenario planning in Power BI.

Key Features:

• Flexible Data Entry & Allocation: Plan at any level with intuitive controls and smart allocation options like “Fill to end of period” or “Same to every child.”
• DAX Rollup Aggregations: Use Power BI DAX rollups for consistent, dynamic hierarchies and reporting.
• Bulk Splashing: Update multiple parent nodes with one action—automatically distributed to child rows for fast, scalable planning.
• Advanced Formatting Options: Apply conditional formatting, subtotal styling, and grand total visuals for professional-grade reports.
• Interactive Write-Back: Enter and submit data changes in real time with Power BI write-back matrix support, syncing directly to SQL tables.
• Visual Navigation Persistence: Maintain drill-down positions across rows and columns—even after refreshing visuals.
• Excel Export & Copy-Paste: Seamlessly move data between Power BI and Excel, with support for manual entry and reporting flexibility.
• Built-in Validation Rules: Ensure clean, accurate data with customizable business rule enforcement.

Key Benefits:

• Simplify Complex Planning: Handle large datasets with ease using bulk splashing and DAX rollup support in Power BI.
• Deliver Professional Visuals: Elevate reporting quality with fine-grained formatting and design controls.
• Ensure Consistency: Sync data automatically with ERP/SaaS platforms for trustworthy, up-to-date insights.
• Empower Collaboration: Enable team input while enforcing structure with cell-level validation and audit trails.
• Drive Confident Decisions: Enable faster, more accurate forecasting across departments with real-time modeling tools.

Why Choose Acterys Power BI Visuals?

• Trusted by 1,000+ organizations globally—including government and Fortune 500 companies
• Over 1M downloads with 4.5+ average ratings
• 9 custom Power BI visuals and 20+ enterprise apps on Microsoft AppSource
• Seamlessly integrates with QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, SAP, and more

To learn more, visit Acterys | Plan to Succeed

Unlock enterprise-grade forecasting with Acterys Matrix Gen 2—the most advanced Power BI visual for planning and write-back.
Book your demo today and elevate your scenario planning experience.