Take advantage of Excel Power Pivot and enable write-back to your data warehouse

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Power Query – Your next ETL solution – With Power Update

When Power Query was launched as part of Power BI in February of ’14, the BI community applauded the flexibility and power that Power Query represented. With the current version of Power Query, data enthusiast can collect and refresh information from virtually any data source into Power Pivot.

As the product evolves, we get to see more sophisticated users and they are polarizing into:

  • Data User
  • The Intermediate
  • The King of DAX

The intended use of Power Query was to pull data from virtually any data source ranging from Active Directory to Salesforce and Facebook to Power Pivot as a self-service tool. This is fantastic self-service functionality for most users.

Additionally, the “Intermediate” and “King of DAX” users see the value of loading Facebook, Salesforce, ERP, Active Directory, oData, Web Tables not only to a Power Pivot on their desktop, but all the way to the SQL Server Enterprise Data Warehouse. More specifically; the ODS.(Operational Data Store)

With Power Update from Power Planner, Power Query becomes a complete ETL solution where you really can do Self-Service ETL and not only Self Service BI. The best example is loading Salesforce data into PowerPivot and then further loading this data into the Enterprise DW, without a separate ETL process in SSIS. All data is loaded straight from Power Query, and brings another dimension into Self Service BI. All Power Query and Power Pivot jobs can be scheduled to run around the clock.



Contact us today for a demo version.


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Power Pivot Update

Power Planner is proud to introduce Power Pivot Update. Main features are:

  • Refresh Power Pivot workbooks
  • Refresh SSAS Tabular models
  • Refresh SharePoint on-premise workbooks

While you sleep.

Schedule at any interval down to every 5 minutes.


Supports local, SharePoint, on-Premise, o365 and SSAS Tabular Power Pivot models.


Power Pivot Update runs all your Power Query or Power Pivot connections in your workbook.

For Office 365 Microsoft offers Data Management Gateway for refreshing data.
Power Planner has now made it available on any source, local, SharePoint on-Premise and SSAS tabular.

Read more on our product page.

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Edit SQL Tables in Excel

Add new members on the fly.

In the Power Planner Ribbon, you can open any SQL table, edit the members, add new products on the fly, and reprocess the model.


  • Just click ‘Open’


Select the table to edit. New members are automatically added to the Budget model.


Click Insert Row, and Save the table and the model is regenerated.


Enable write-back on any Pivot Table with Power Plannner

Any Pivot Table you can now turn into a Budgeting, Forecasting or Planning solution!

    Get Started:

  • Install Power Planner
  • Enable Cell Editing in the Pivot Table
  • Budget and Forecast on any new or existing model


Enjoy Features:

– Multi User Budgeting and Forecasting Features

– Goal Seeking on any number

– Even and Seasonal Allocations

– Revenue Forecasting

– HR Budgeting

– Capital Expenditure

– Driver based planning

– Collaboration and commenting

Go to our website for more information.

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Powerful Goal Seeking

With Power Planner, you can take advantage of the Goal Seeking Feature. In this example we want seek a new amount for the number of units sold in order to read our targeted Gross Profit:

Set the Number of Units as the Target for the Goal Seeking:

Go to the P&L and adjust your Gross Profit to $13MM.


Your number of units have now been adjusted to meet the new Gross Profit Target!


You are now empowered to budget and forecast.

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Power Planner is Easy

Enable any Pivot Table as your Budgeting Solution

Excel Pivot Tables are still by far the preferred analytics tool for corporate America. A lot of companies have invested heavily in SQL and Pivot Tables.

Make it a Budget System:

With Power Pivot you can make your Pivot Solution into a budgeting solution with the click of a button: Here is how to get started:

  • Install Power Planner
  • Log on to the Pivot Table
  • Click Enable Editing.

Voila – you can now use your Excel Pivot Tables as a Budgeting System from inside Excel for everybody in your organization.

We provide pre-built solutions for Microsoft Dynamics GP/AX/NAV, MAS 500, Salesforce Data.

Lear more at http://www.power-planner.com or email info@power-planner.com