karaoan's avatar
karaoan
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8 years ago
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Acterys Planning | Write-Back For Power BI & Excel

A scheme designed for the https://www.acterys.com the leading platform for cloud system data integration (NetSuite, Xero, Acumatica, HubSpot, Stripe, etc.) as well as enterprise grade planning features and write-back integrated with Power BI and Excel. 

 

PS: I have updated the theme to now apply background colors and slicer details better. As I have been asked a few times: we unfortunately can't share the pbix. This contains a variety of Acterys custom visuals that will only work with an Acterys subscription.

 

PS2 2019-11-19: I have added a new version to reflect new features like filter panes.

 

PS3 2021-05-15 A new update for template that now also supports the new Acterys Financial Reporting visual: Acterys Reporting Power BI Visual

 

 

 

 

 

 

  • karaoan's avatar
    karaoan
    8 years ago

    Thanks wanajo38! There was a "rogue visual" on the report on page 8 and page 13 was a test page. We have fixed this now.

18 Replies

  • Very nice job ! There is a problem in page 8 (graphic) and page 13.

     

    I love colors you used and visuals choice !

     

    Well done,

    • karaoan's avatar
      karaoan
      Icon for Kudo Kingpin rankKudo Kingpin

      Thanks wanajo38! There was a "rogue visual" on the report on page 8 and page 13 was a test page. We have fixed this now.

  • I know that this is all about the theme, but how did you do the sparkline on page 8?  That is something we

    really need and there doesn't seem to be a working solution.  Any help would be greatly appreciated.

     

    Regards,

    G

  • ignas's avatar
    ignas
    Icon for Advocate II rankAdvocate II

    Hello karaoan

     

    Second page: How did you make table with drop down? Then I press on *1. Revenue* I get accounts that are under.

     

    Thanks in advance

     

    Regards,

     

    Ignas

     

    • karaoan's avatar
      karaoan
      Icon for Kudo Kingpin rankKudo Kingpin

      DanLB  there was no specific action. This is driven by default from the theme.

  • Hello,

    Great dashboard.  If you can, could you please provide names of the visuals. 

    Thank you,

    Leonid

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Thank you for sharing the theme.  It is very helpful and the color scheme has been great.  One question:  how can I change the font color of side page filter input when entering a value.  For some reason the color defaults to White, which is also the color of the input field itself, so it looks blank or invisible?

    Thank you kindly,

  • Anonymous's avatar
    Anonymous
    Not applicable

    Looks great!

     

    Can you send the PBIx, please?

     

    Thanks!