Acterys Matrix Write-back & Planning for Power BI

Acterys Matrix is a feature-rich custom Power BI visual for planning that empowers finance and operations teams with robust budgeting and forecasting in Power BI. Unlike standard visuals, it provides advanced data entry, allocation, and write-back capabilities, allowing teams to manage detailed financial plans directly inside their Power BI reports.

Designed to connect seamlessly with ERP and SaaS platforms like Dynamics, SAP, and Xero, Acterys Matrix simplifies and automates financial planning in Power BI, ensuring your reporting and forecasting workflows stay dynamic, accurate, and actionable.

From flexible data input to dynamic cell locking and real-time validation, Acterys Matrix is the ultimate Power BI matrix visual for enterprise-grade planning.

Key Features:

• Top-Down / Bottom-Up Data Entry: Input values at any matrix level, with automated distribution across detail rows.
• Flexible Data Entry Options: Apply custom allocations, fill across periods, or distribute values evenly using the visual’s in-visual data entry in Power BI.
• Conditional Formatting: Highlight key values, outliers, or trends using rules tailored to your business metrics.
• Comment Markers: Annotate key inputs with contextual notes to improve auditability and clarity.
• Drill Down in Columns: Explore data hierarchies using Power BI matrix with drill down—all within the visual.
• Persistent Visual State: Retain drill-down positions and formatting even after report refresh.
• Custom Aggregations & Calculations: Perform in-visual math for instant scenario modeling and planning.
• Custom Tooltips & Drill Through: Add layered insights with tooltips and links to deeper analysis.
• Dynamic Cell Locking: Protect critical inputs and maintain data integrity with selective locking.
• Data Entry Validation: Apply rules for accuracy and consistency across budgets and forecasts.

Key Benefits:

• Accelerate Planning Setup: Build powerful planning forms in Power BI without coding or complex configurations.
• Improve Accuracy: Reduce errors using built-in validation and automated distribution logic.
• Seamless ERP Integration: Sync data from systems like SAP, Xero, and Dynamics using ERP integration in Power BI.
• User-Friendly Planning Experience: Navigate with persistent drill-downs and real-time interactivity.
• Boost Efficiency: Empower teams to collaborate directly in Power BI using structured, real-time data entry.

Why Choose Acterys Power BI Visuals?

• Trusted by 1,000+ customers including SMBs, government entities, and Fortune 500 companies
• Over 1M downloads globally with an average 4.5+ rating
• 9 custom Power BI visuals and 20+ business planning apps on Microsoft AppSource
• Seamlessly integrates with QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, and more

To learn more, visit Acterys | Plan to Succeed

Transform your planning workflows with Acterys Matrix Gen 1—the most powerful Power BI planning visual available.
Book your demo today and experience intelligent, real-time planning directly within Power BI.