Welcome to the Managility Smart Insights Blog

Keep up to date with the latest tricks & tips for planning, reporting and analysis.

Power BI Better Than Excel For Planning/Forecasting?

by Managility Team | Mar 16, 2019 | Acterys, Excel, Planning, Power BI

Excel is still the tool of choice for most planning & forecasting processes but are new technologies like Power BI a better option?

Web App or Open Data Model Approach: Acterys | Data Dear | Fathom | Futrli | Spotlight

by Managility Team | Feb 28, 2019 | Acterys, Planning, Power BI, QuickBooks, Xero

In this overview we are comparing analytics & planning options for cloud based accounting applications (QuickBooks, Xero, Myob)

Power BI/Analysis Services vs Power Pivot Comparison for Planning Scenarios

by Managility Team | Nov 12, 2018 | Acterys, Excel, Financial Planning & Analysis, Planning, Power BI

Planning, forecasting & simulation are some of our key focus areas. Recently, we did some benchmarks what the optimal configuration

Recipe For Crispy Profit & Loss Statements with Dynamic Sub Totals in Power BI / Excel / DAX)

by Managility Team | Aug 13, 2018 | Acterys, Financial Planning & Analysis, Financial Reporting in Power BI, Planning, Power BI

As I see lots of ongoing questions and misinformed comments (“Power BI can’t be used for financial statements”) on the topic, I will cover a simple approach to realize

How to Realize Dynamic Asymmetric Reports in Power BI / Excel

by Managility Team | Aug 10, 2018 | Excel, Planning, Power BI, Uncategorized

In this blog we cover how to realize asymmetric reporting requirements dynamically in a Power BI Matrix or Pivot Table. This is a typical requirements in financial forecasting & reporting.