The Infobridge component of planning is a no-code data integration, preparation, and transformation engine that you use to connect to multiple data sources and consolidate them into a single, unified report. You can also perform common transformations on data sources, such as appending, merging, pivoting, unpivoting, and grouping data.
Business reporting and planning often involve multi-page reports with data at varying granularities. Infobridge consolidates data from multiple sheets into a single writeback table—simplifying data management and ensuring consistency across reports. Without Infobridge, each sheet writes back to its own table, and you maintain multiple tables separately.
Infobridge solves use cases that require:
Note
Best practice Use a single writeback table whenever possible. This approach minimizes maintenance overhead and makes it easier to consume data in consolidated profit and loss (P&L) statements or executive dashboards.
The following table lists the core capabilities of Infobridge.
| Capability | Description |
|---|---|
| Centralized data access | Access business data from multiple systems in a single platform, reducing the need to switch between tools. |
| Data integration | Combine data from different types of sources to create unified reports. |
| Collaborative planning | Create forecasts, budgets, and plans across multiple planning sheets and integrate them with Infobridge. |
| Advanced data transformation | Join, merge, append, group, and pivot rows and columns. |
| Data cleansing functions | Standardize, clean, and organize datasets with built-in functions, such as rounding, text manipulation, find-and-replace, and sorting. |
Infobridge integrates data from planning sheets, PowerTable sheets, and other data sources, and then writes the consolidated data back to a single destination table.
This process involves the following tasks:
