Acterys Power BI Custom Visuals 

 

Acterys xP&A Suite comes packed with 8 Power BI custom visuals – listed on AppSource – that add unparalleled write-back, planning, and financial reporting capabilities to any edition of Power BI and Excel with the Acterys write-back and modelling add-in. These custom visuals support IBCS standards for instant understanding and consistent communication.

Here are the most popular Acterys Power BI Visuals for planning & analytics:

Acterys Reporting

Acterys Reporting enables you to render professional financial reports with visualizations according to IBCS principles. Users can add their own row or column-based calculations and formatting exactly as needed with spreadsheet ease avoiding the need for complex DAX.

Features

  • Addition of custom rows and column calculations and subtotals exactly where needed e.g. Gross Margin, EBIT, etc.
  • Financial reporting format options per row (under/over lines, (), %, scaling etc.)
  • Variance visualization according to IBCS principles
  • Row based comments
  • Integration with all Acterys write-back, planning and business modelling features.

Acterys Matrix Enterprise

Acterys Matrix provides comprehensive planning and forecasting capabilities in a multi-dimension matrix in Power BI.

Features

  • Data entry on any level: detail or on a summary level with flexible allocation options
  • Absolute and relative changes
  • Selective column and row expand and collapse
  • “Enter like” plan according to an existing distribution e.g., this segment in that period.
  • Multi-select cell selection and data entry with “splashing” options e.g., enter same value on all cells or spread a value across selected cells
  • Cell-based comments
  • Right click context menu for all planning options
  • Copy and paste from Excel
  • Drill down in rows and columns
  • Persistent state of visual: drill down in hierarchy not lost after refresh
  • Write-back to SQL tables
  • Custom column calculations

 

 

Acterys Table Edit

Enterprise-grade editing features for any table in Power BI in a LIGHTWEIGHT visual. Among others the following edit options are included:

Features

  • Grid and bulk edit of records based on (optionally cascading) filter criteria.
  • Search and filter functions
  • Image display and editing
  • Support for drill-through and custom tooltips
  • Data validations: date picker, tick boxes, selection from linked lists, etc.
  • Handling unlimited Unicode icon sets
  • Pop out editor for formatted long-form text edits
  • Grouping of columns
  • Row, grid, or form mode
  • Grouping of records

 

Acterys Visual Planning

Acterys Visual Planning enables users to plan and write back by dragging elements in different chart types.

Features

  • Write back, planning and forecasting in scenario comparisons charts (bar, column, line)
  • Data entry as absolute value or percentage of total
  • Locking of data points or total with automatic re-distribution among other elements in the grouping
  • Totals and relative variance display
  • Category drill down
  • Custom tool tips and drill through

Acterys Variance

Render KPI cards with indicators and different chart display options (absolute, relative, waterfall) in a vertical or horizontal small multiple display.

Features

  • Switch between absolute and relative and waterfall variance display
  • Fully configurable KPI indicator display
  • Option to display total across all cards
  • Zoom into charts
  • Category drill down
  • Write back, planning and forecasting (requires Acterys subscription)
  • Supports all Power BI features like custom tool tips and drill through.

 

 

See all Acterys Power BI Visuals Here

 

 

 

 

 

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