How do Acterys Reporting, Inforiver, Profitbase, Zebra BI Table Compare?

In this blog we are covering a comparison of Financial Reporting Power BI Visuals: Acterys Reporting, Inforiver, Profitbase and Zebra BI Table. Full disclosure upfront: Managility has a relationship with one of the developers: Acterys. Still, we have aimed to compare as fair and complete as possible. If a vendor feels that anything mentioned here is incomplete or outdated please contact us and we will amend.

Why In-Visual Calculations?

Currently, the native options in Power BI for important financial reporting requirements like subtotal calculations are limited respectively not available. The only calculation option is the DAX calculations language, which typically requires more advanced knowledge and efforts and is quite processing intensive. The calculations need to be applied to the entire data set.

The Power BI visuals mentioned in this comparison all offer “in-visual” calculations that cover the typical requirements of subtotals in rows and columns in financial reports. As they only calculate the summary results in the visual they are typically much faster than DAX calculations. A reduction from minutes to seconds is often the result when moving to “in-visual” calculations.

All visuals offer similar good options here some visuals use intellisense (Inforiver, Zebra) i.e. you type the initial letters of the element that you want to use and you can then choose  the one to use or a direct click on the item (similar to a cell reference in Excel (Acterys, Profitbase): Acterys and Inforiver also offer the option to use more advanced mathematical functions in addition to basic arithmetic.

Acterys Reporting: Click on item to define calculations Zebra BI Table IntelliSense

Formatting

Most visuals offer very extensive formatting options particularly relevant are the ones for selective row/column/formatting, under/overlines. inforiver offers an Excel like interface with a wide variety of formatting options the other visuals use the normal visual properties approach.

Editing

The Acterys and Inforiver visuals offer options for editing of data, Acterys includes all features of the platform like automated model creation for a wide variety of ERP/accounting and SaaS (e.g. Dynamics, NetSuite, Xero, QuickBooks, HubSpot, etc.). It also includes comprehensive data entry and write-back options like top down/bottom up, absolute/relative, scenario management, 3 way forecasting, table editing and  in chart editing. Inforiver offers in-visual storage and according to website synchronization with data storage. We haven’t been able to test the later.

Most of the vendors (Acterys, Inforiver, Zebra) also offer additional Power BI visuals like: 5 Power BI visuals for planning (Matrix, Table Edit, Visual Planning, Copy) as well as Gantt for project management in Acterys. Lumel the developer of Inforiver offers a variety of visuals with their xviz offering, Zebra’s product range include Zebra Charts and a Zebra Excel-add-on.

Detailed Comparison

 Acterys ReportingInforiverProfitbaseZebra
Calculations
In-visual calculationsxxxx
CommentsWe couldn’t find a way to add a calculation at the desired position. Calculations seem to appear in arbitratry positions after being added at a particular line in our version. Other calculations can't be used in new calculations.
Calculation precedencex
CommentsAllows you to set precedence e.g. by dragging and dropping calculations or setting precedence of row/column calcs
Formatting
Underlinesxxx
Sorting of columnsx
Custom Tooltipsxxx
Stylesxx
Conditional Formattingxxx
Custom Format Stringsxx
Editing of dataxx
Commentsxxx
Commentsdata base storage, top/down bottom up, commentsIn visual storage
Chart VisualizationsxO
CommentsAbsolute/relative variance, WaterfallSupported according to vendor but not available in public beta: Absolute/relative variance, WaterfallAbsolute/relative variance, Waterfall
Other Chart Visuals included in offeringActerys Variance (small multiples variance), Acterys Gantt, Acterys Matrix Light)one included but Lumel the developers offers other Power BI visuals that can be purchased separately-Zebra Chart (Waterfalls, bars, stacked bars)
Pricing USD per user per month/10 user pack$3.8?$5.2$4.9

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