Planning in Microsoft Power BI
Add planning and predictive analytics to Power BI
The interactive data visualization and dashboard creation capabilities of Microsoft’s Power BI help make quick work of large data sets. However, even the most sophisticated Business Intelligence tools were not designed for modern planning, budgeting, and forecasting. Get the best of both worlds and achieve more.
Integrate business intelligence and planning
Today, specialized software solutions are available for almost every key finance task. This creates a new challenge: the realization hits that using one tool for one type of task is insufficient and being able to successfully link it to the rest of the organization becomes another big hurdle. Power BI provides this link for reporting and analysis, i.e., business intelligence, to gain valuable information. The first step is to integrate the data into Power BI.
But modern planning requires more for to effectively plan, evaluate, and track performance. Insights gained from this data analysis can then be translated into plans. Link business intelligence and planning with Jedox seamless integration to Power BI and empower your users with a familiar environment.
With Jedox, we get reliable KPIs from our production plants instantaneously. Our BI system runs like clockwork.
Stephan Wetzelsberger – Senior Analyst
SKF Lubrication Systems Germany GmbH & Co. Verwaltung KG
Planning and budgeting directly in Power BI
Jedox provides a direct connection with Power BI which provides our powerful planning functionalities directly in Power BI. Actuals, plan, and forecast data, which flow together in Jedox for a single source of truth, can be easily analyzed and adjusted.
New plan values or changes to data are directly visible in Power BI with just a click. Interactive visualizations and dashboards always remain up-to-date for everyone. This eliminates the need for manual data exports and imports and allows a broader data foundation for analytics and improved planning results.
Planning in Microsoft
Integrated organizations plan with Jedox and Microsoft
Jedox, the world’s most adaptable planning and performance management software, integrates seamlessly with the Microsoft Ecosystem. Make management reporting, accurate forecasts, and collaboration more efficient by integrating Jedox with Microsoft Teams, PowerAutomate, Excel, Dynamics, and Power BI.
Achieve more with Power BI and Jedox
Enable business users to plan and budget directly where they usually work with Jedox integration in Power BI.
Plan, budget, and forecast directly in Power BI
Unify data analysis and plan data collection directly in Power BI to allow business users to plan in their familiar environment, including write-back functionality.
More efficient processes with less manual work
Perpetual export and import of data is time-consuming and avoidable. With Jedox as a single source of truth, the problem gets solved.
Seamless integration with Microsoft products
Fuel the finance transformation with Microsoft and Jedox. With integrations for Excel, Word, PowerPoint, and Dynamics 365, your data is always available where you need it.
