Visualize simulations, budgets, and forecasts

Plan, forecast, and visualize scenarios on live data sources without duplicating datasets, rebuilding models, or relying on technical teams. By unifying planning, budgeting, and forecasting data with visualizations, you can:

• Compare budgets, actuals, and forecasts
• Quickly identify and adjust variances that require action
• Evaluate multiple what-if scenarios
• Make real-time, strategic adjustments to budgets and forecasts based on visual insights

In this article, you learn how to integrate planning data in intelligence sheets and visualize plans, budgets, and forecasts in real-time.

Create a planning sheet#

1. Create a planning sheet that can contain manual data inputs, simulations, scenarios, and forecasts.

2. In a new intelligence sheet, select the Planning visual and choose the planning sheet to import data from.

The selected planning sheet is imported into the intelligence sheet.

Add visuals#

Blend data from multiple sources by combining dimensions and measures from external files, semantic models, planning sheets, and PowerTable sheets into a single analysis.

1. Add a chart (or a visual that consumes the planning data).
2. Measures from planning sheets, such as input values, formulas, simulations, and forecasts, appear under From Sheets in the Data pane. Drag dimensions and measures from planning sheets and other data sources into the visualization to analyze them together in a single intelligence sheet. In this example, the Budget Simulation measure is combined with dimensions and measures from a source file to create a breakdown waterfall chart.

3. As you run simulations in the planning sheet, the charts in the intelligence sheet are updated to reflect the changes in real time.