Accelerate Financial Decisions with Microsoft Power BI + Planful
Say goodbye to manual exports and imports! Easily and securely combine your financial data in Microsoft Power BI for fast, automated, and accurate reporting — all without coding.
Accelerate Financial Decisions with Microsoft Power BI + Planful
Used by the world's most innovative companies
See How You Can Connect to Microsoft Power BI in 3 mins
Connect Planful Data with Microsoft Power BI
Integrate your Planful data into Microsoft Power BI, and gain access to your latest planning data across all your Planful models. Easily bring together data from multiple sources to create a comprehensive view of your business performance. Build insightful, detailed reports and views that enable finance leaders and key stakeholders to make confident, informed decisions.
Drive Insights through Powerful Visualizations
Leverage PowerBI’s extensive toolkit to build dynamic, visually engaging dashboards tailored to your organization's specific needs. Customize metrics, charts, and layouts to effectively track key performance indicators (KPIs), uncover trends, and craft compelling narratives that bring your data to life. Easily share actionable insights across your departments.
Quick Setup with Robust Security
Get started with the Planful Power BI Connector for a quick and straightforward setup. Transfer your data efficiently and keep your reports current with automated, customizable refreshes. Ensure data security directly within Microsoft Power BI, giving you confidence when handling sensitive financial data.
Try the Planful Power BI Connector Today!
Plan and report your way with Planful - schedule some time with your account manager to learn more and get started on Power BI.
FAQs
Your FAQs Answered
The connector pulls financial and operational data from Planful into Power BI, allowing users to build reports, dashboards, and visualizations. It extracts both metadata (e.g. account hierarchies) and data (e.g. actuals, budgets, forecasts) from Planful.
You can integrate data from your structured planning and workforce planning models. Simply select the scenario you wish to pull.
Authentication happens through Planful’s API, which ensures secure access to the data. Users need to connect their Power BI instance with Planful’s credentials via the API.
To ensure that you have the most current information for analysis and reporting, data is updated at scheduled intervals, depending on your setup and Microsoft Power BI licensing.
Yes, Microsoft Power BI allows you to combine data from multiple sources, including your data warehouses and other third party systems, to create a unified view of your business performance.
Yes, your data is absolutely safe. The Planful Power BI Connector leverages advanced security features, ensuring your data's safety at every step. We’re also in the process of getting the connector Microsoft certified to further enhance trust and compliance. Once your data is in Microsoft Power BI, permissions and access management are handled directly within the Microsoft Power BI platform, allowing you to control who can view or interact with your data.
Yes, the Planful Power BI Connector is compatible with various versions of Microsoft Power BI including Desktop and Online.
Get Started with Planful
- How much time will you save?
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- How will your finance team evolve?
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- Where will technology support you?
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