Power BI Excel Planning & Analytics

Plan in Excel, Powered by Microsoft Fabric

Connect Excel directly to Fabric OneLake. Work with enterprise-scale data without leaving the spreadsheet your team already uses.

Writeback From Excel to Your Single Source of Truth

Make Excel editable against your central data model. Audit trails, row-level security, version control, and concurrent editing built in.

AI Forecasting with Microsoft Copilot + Acterys

Generate forecasts, run scenarios, and analyze variance directly from Excel, using Microsoft Copilot and the Acterys AI engine.

Custom Planning Apps for Any Finance Use Case

CapEx, HR, S&OP, cash flow, rebates, workforce, headcount, M&A, and beyond. Build any planning application your finance team needs, all inside Excel with Smart XL.

Version control breaks down

When every department maintains its own Excel file, identifying the current version becomes guesswork. Finance spends more time reconciling spreadsheets than analyzing them.

Power BI is read-only for your team

Business users can view dashboards, but the moment they need to enter a forecast or adjust a driver, they revert to copy-paste between Excel and Power BI.

Enterprise data outgrows the spreadsheet

Excel struggles with large datasets. Without a live connection to Microsoft Fabric, your team works from snapshots rather than current data.

Email approvals leave no audit trail

Routing spreadsheets for sign-off obscures accountability. You cannot trace who changed what, when, or why, and compliance auditors take note.

No retraining required

Your team keeps the formulas, the layouts, and the workflows. Acterys adds a live connection to the central data model.

Concurrent multi-user editing

Multiple analysts plan against the same Fabric dataset simultaneously, with row-level locking and conflict resolution.

Governance lives outside Excel

Audit trails, version control, and approvals operate at the platform level rather than the file level, so the current version is never in question.

Designed for finance, not generic data work

Smart XL, the Acterys Power BI visuals, and AI forecasting are all built for the planning workflows finance teams run.

The Power BI Excel Add-In for Teams Who Live in Excel

Plan, forecast, and analyze inside Excel with full Power BI integration, Microsoft Fabric data access, and AI insights from Microsoft Copilot. Powered by Smart XL.