Inspect calculations
Review financial hierarchies, periods and formulas in their business context.
Aivana Finoryx · Financial Workbench
Examine financial developments and compare actions with explicit assumptions.
Development release: Power BI host acceptance is still pending. Discuss a development pilot to validate your data and deployment requirements together.
From financial reporting to informed decisions. Compare actuals, plan, forecast and prior year, inspect calculations and explore scenarios with explicit assumptions directly in Power BI.
For finance and Power BI teams.
Package availability, trial duration and licence terms are agreed with Aivana. Validate the visual in your Power BI environment before deployment.
What you can evaluate with your team
Compare assumptions
Explore scenarios and stress tests with explicitly defined assumptions.
Validate the pilot together
Check data mapping, host behaviour and export permissions for your use case.
What the visual offers
- Financial matrix with multiple plan and forecast comparisons
- Period analysis, hierarchies and transparent formulas
- Interactive columns, ranking and conditional formatting
- Decision Studio with scenario comparison and stress testing
- Target and action portfolio with budget, dependencies and assumptions
- CSV, XLSX and PDF export through the Power BI download service
From data to a decision
A connected workflow in four steps
- 01
Understand financial developments
Compare actuals, plan, forecast and prior year in Financial Workbench, the workspace for the financial matrix, periods and hierarchies.
Result: A traceable starting point for further analysis.
Requirement / boundary: Analysis uses your mapped data and comparison versions.
- 02
Inspect calculations and priorities
Inspect formulas, ranking and conditional formatting to understand relevant line items.
Result: You can review differences and calculations in their business context.
Requirement / boundary: Business interpretation and data quality still require review.
- 03
Compare scenarios with assumptions
Use Decision Studio, the area for scenario comparison and stress testing, with explicitly defined assumptions.
Result: Actions become comparable under the selected assumptions.
Requirement / boundary: Simulations are not predictions. Drafts stay local and do not write back to source data.
- 04
Explain proposed actions
Review targets, actions, budgets and dependencies together and export the view when permissions allow.
Result: A reasoned basis for the next decision discussion.
Requirement / boundary: Approval and execution follow your process; exports require host permissions.
Fictional application scenario
How the steps connect in practice
A fictional finance team examines a cost trend across several periods. In Financial Workbench it compares actuals and plan and inspects the underlying formula. In Decision Studio it compares two proposed actions, documenting their budgets, dependencies and an explicitly assumed cost trend. The comparison shows the implications of those assumptions for discussion. Scenario drafts stay local; the team implements approved changes through its own planning process.
Development pilot
- Describe your reporting or scenario use case and Power BI environment.
- Agree sample data, required capabilities and acceptance criteria with Aivana.
- Validate the development release in the intended host before deciding on deployment.
Requirements and boundaries
Provide financial measures, consistent periods and hierarchies, and the plan and forecast versions you want to compare. Scenarios require explicit business assumptions; actions need targets, budgets and dependencies. Check Power BI download service permissions for exports.
Development release: scenario drafts stay local and do not change source data. Simulations depend on your assumptions. Export permissions and Power BI host acceptance must be considered.
Validate functionality in the intended Power BI host before deployment. Check your tenant policies, permissions and package instructions before using the visual in your environment.
Frequently asked questions
How do I add Aivana Finoryx to Power BI?
When an approved .pbiviz package is available, import it as a custom visual in Power BI Desktop. Follow the package instructions and assign your report fields. Validate functionality in the intended Power BI host before deployment.
What data does the visual use and what are its limitations?
Development release: scenario drafts stay local and do not change source data. Simulations depend on your assumptions. Export permissions and Power BI host acceptance must be considered.
How can I discuss a development pilot?
Contact Aivana with your use case and Power BI environment. Together we agree data mapping, deployment requirements and acceptance criteria. Power BI host acceptance is still pending.
What does the visual cost and which licence fits our team?
Contact Aivana for pricing, licence scope, trial duration and package availability. Describe your use case and Power BI environment so we can agree the next steps.
How do I prepare data and setup?
Provide financial measures, consistent periods and hierarchies, and the plan and forecast versions you want to compare. Scenarios require explicit business assumptions; actions need targets, budgets and dependencies. Check Power BI download service permissions for exports.
Define your development pilot
Discuss the use case, data model and acceptance criteria for a development pilot with Aivana.