Aimplan Planning and Reporting Visual
Planning and reporting visual for Power BI that supports budgeting, forecasting, and financial reporting in one tool.
Aimplan ABPaid
Matrix Planner
by IlustratownMicrosoft 365Free
Power BI visual for planning, forecasting, budgeting, financial reporting, and data writeback.
PRICINGFree
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Matrix Planner adds planning, forecasting, budgeting, and financial reporting functions to Power BI. It supports writing data back to SQL tables and processing semantic models or Analysis Services cubes. Changes made to the database trigger an automatic visual refresh. The visual supports DirectQuery and Import mode.
Key capabilities
from the Microsoft Marketplace listingData writeback
Writes data back to SQL tables through Power BI.
Descendant distribution
Distributes values to descendants using Replace, Uniform, or Relative operations.
Cell formulas
Provides formulas for individual cells.
Visual filtering
Filters other visuals based on row or column selections.
Aggregate calculations
Supports Sum and Average calculations.
Access measures
Includes write-security and read-only measures.
Row controls
Supports expanding and collapsing rows and showing or hiding row and column subtotals.
Measure layout
Switches measures to rows.
Use cases
- Financial planning and operational reporting can be handled within Power BI.
- Business process planning can be built, optimized, and monitored in Power BI.
How it compares
Matrix Planner is listed as free, while Aimplan Planning and Reporting Visual, Acterys Smart XL, Xero Planning & Reporting by Acterys, Delfoi Planner, and Flexible Forecast - Availability Forecasting are listed as paid. All six listings use cloud deployment. Matrix Planner was updated on Jul 2026, compared with May 2025 for Aimplan Planning and Reporting Visual, Jun 2026 for Acterys Smart XL, Apr 2025 for Xero Planning & Reporting by Acterys, Nov 2024 for Delfoi Planner, and May 2026 for Flexible Forecast - Availability Forecasting.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Aimplan Planning and Reporting Visual | Paid | Cloud | |
| Acterys Smart XL | Paid | Cloud | |
| Xero Planning & Reporting by Acterys | Paid | Cloud | |
| Delfoi Planner | Paid | Cloud | |
| Flexible Forecast - Availability Forecasting | Paid | Cloud |
In the catalog
676 plugins in Power BI · Analytics
Price distribution: 73 free, 108 freemium, 451 paid, 44 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Power BI
Deployment
Cloud
Pricing
Free
Similar plugins in Power BI · Analytics
View all 676 →
Acterys Smart XL
Acterys Smart XL enables Excel-like cell-based reporting, planning forms, and data writeback directly within Power BI.
ManagilityPaid
Xero Planning & Reporting by Acterys
Xero reporting and planning app for Power BI and Excel with pre-built templates, dashboards, and two-way integration.
ManagilityPaid
Delfoi Planner
Delfoi Planner combines APS, MES and SOP capabilities and replaces spreadsheet applications used in production scheduling.
Delfoi OyPaid
What the vendor says
«Matrix Planner is a Power BI visual designed to empower users with a streamlined approach to planning, forecasting, budgeting, and financial reporting directly within Power BI. The visual enables the seamless integration of operational reporting and financial planning within the same tool, maximizing the potential of …»