Historically, BI Systems have lacked Financial Report Writers. But that’s not the case anymore. Visual Planner’s Financial Report Writer allows users to create comprehensive reports, including: Power BI Financial Reports; Power BI Profit & Loss Statements; Power BI Cash Flow Statements; and Power BI Balance Sheets. The platform is built on 4 concepts:

  • Row Definitions – Define the lines and calculations in your report. Take advantage of advanced DAX formulas or client side calculations.
  • Column Definitions – Users can define QTD, YTD, Monthly, Budget vs Actual, Actuals to Current data, and Forecast for the remainder of the year. These Power BI cash flow calculations are user-defined.
  • Report Definitions – 1 row and 1 column definition make up a Report. You can reuse both the Row and Columns in unlimited Reports.
  • Style Definitions – Underline/bold/font size/single line/double line/italic/font that can be re-user on one or many rows OR columns.

Example Rows:

Example Columns:

Finished Reports:

Pay attention to:

  • Both $, Headcount and % in the same column
  • Free layout
  • Client-side calculations
  • Respects any Power BI Slicer
  • Dynamic columns based on selected year, and month in year
  • Expand-Collapse rows
  • Running Totals.

Forecast Report:

Cash Flow Report:

Power ON – Supercharge Power BI & Power Pivot

Self-service budgeting, planning & forecasting for Power BI & Power Pivot.

Visual Planner

Unified write-back for Power BI. Edit data in a Dashboard, Report or App, observe the visualisation updates, and save any changes back to the underlying data repository. 

Power Planner

Power Planner enables organisations to combine Business Intelligence with Corporate Performance Management.

Financial Report Writer

Historically, BI Systems have lacked Financial Report Writers. No more. Visual Planner’s Financial Report Writer allows users to create comprehensive reports.

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By equipping your Power BI with Power Update, you can rely on having current data. Power Update automates refreshing Excel and Power BI Desktop workbooks.