Acterys Reporting

Financial Reporting in Power BI the easiest way

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Acterys Reporting enables you to render professional financial reports in Power BI with:

Just add the visual directly from Power BI in the Visual Marketplace, Appsource or the Acterys download area:

Adding Visual File

Download the pbviz file from the download page (necessary for on-premise installations)

Once downloaded add the pbviz file to your Power BI Desktop project from here:

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Once you have added the visual to a report page you can add fields from the Power BI dataset in rows and columns and measures or value fields in the visual definition:

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Licensing

The Acterys Reporting visual supports two licensing modes:

Part of an Acterys License:

This option is available to active viewer, planner and admin licenses. To configure this mode, add API key, Principal fields from the OLAP.ServiceAccount table in your Acterys database:

as well as the user variable (for example a d Power BI measure with the username of an active user in Acterys that you can add to any table in Power BI e.g. user = "user@acterys.com) and your Acterys database "AP_XXX" in the visual properties:

Purchase on Appsource

To use a "visual only license" please purchase the number of required licenses on Appsource: Purchase Acterys Reporting on AppSource. These licenses then have to be assigned to the respective users in the Microsoft 365 Admin as explained here: Managing AppSource Visual Licenses

Navigation

The navigation (drill down = drill up) in rows and columns is working in the same way as the default visuals: user can add fields to navigate in rows and columns and then turn on navigation using the standard drill-down buttons or with a right-click on fields:

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In the properties you can switch between the display of totals at the top or at the bottom:

 

Custom Calculations

Row Calculations

To add custom calculations click on “edit” in the visual settings in the top right-hand corner of the visual:

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In the edit section, you can now add new rows by right-click on the position where you want to add:

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Column Calculations

This equally works with column calculations: just right-click on the column header where you want to add your calculation and choose before or after:

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Important: the selected row above or below is the anchor point for that calculation. If these anchor point rows are not shown in the visual because of filters that are hiding them the calculation will be moved to the end of the list. To avoid this, you have to populate optional fields for order and ID of the row:

This will show the row at the correct position even if its anchors are hidden.

then click on the column header items that you want to use in the calculation:

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In the editor at the top right, you can see a list of all row and column calculations:

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To edit calculations just click on the item that you want to use.

Supported Operators

The following operators are supported in calculations:

Operator

Name 

Syntax

Associativity

Example 

Result

(, )

Grouping

(x)

None

2 * (3 + 4)

14

[, ]

Matrix, Index

[...]

None

[[1,2],[3,4]]

[[1,2],[3,4]]

{, }

Object

{...}

None

{a: 1, b: 2}

{a: 1, b: 2}

,

Parameter separator

x, y

Left to right

max(2, 1, 5)

5

.

Property accessor

obj.prop

Left to right

obj={a: 12}; obj.a

12

;

Statement separator

x; y

Left to right

a=2; b=3; a*b

[6]

;

Row separator

[x; y]

Left to right

[1,2;3,4]

[[1,2],[3,4]]

\n

Statement separator

x \n y

Left to right

a=2 \n b=3 \n a*b

[2,3,6]

+

Add

x + y

Left to right

4 + 5

9

+

Unary plus

+y

Right to left

+4

4

-

Subtract

x - y

Left to right

7 - 3

4

-

Unary minus

-y

Right to left

-4

-4

*

Multiply

x * y

Left to right

2 * 3

6

.*

Element-wise multiply

x .* y

Left to right

[1,2,3] .* [1,2,3]

[1,4,9]

/

Divide

x / y

Left to right

6 / 2

3

./

Element-wise divide

x ./ y

Left to right

[9,6,4] ./ [3,2,2]

[3,3,2]

%, mod

Modulus

x % y

Left to right

8 % 3

2

^

Power

x ^ y

Right to left

2 ^ 3

8

.^

Element-wise power

x .^ y

Right to left

[2,3] .^ [3,3]

[8,27]

'

Transpose

y'

Left to right

[[1,2],[3,4]]'

[[1,3],[2,4]]

!

Factorial

y!

Left to right

5!

120

&

Bitwise and

x & y

Left to right

5 & 3

1

~

Bitwise not

~x

Right to left

~2

-3

|

Bitwise or

x | y

Left to right

5 | 3

7

^|

Bitwise xor

x ^| y

Left to right

5 ^| 2

7

<<

Left shift

x << y

Left to right

4 << 1

8

>>

Right arithmetic shift

x >> y

Left to right

8 >> 1

4

>>>

Right logical shift

x >>> y

Left to right

-8 >>> 1

2147483644

and

Logical and

x and y

Left to right

true and false

false

not

Logical not

not y

Right to left

not true

false

or

Logical or

x or y

Left to right

true or false

true

xor

Logical xor

x xor y

Left to right

true xor true

false

=

Assignment

x = y

Right to left

a = 5

5

? :

Conditional expression

x ? y : z

Right to left

15 > 100 ? 1 : -1

-1

:

Range

x : y

Right to left

1:4

[1,2,3,4]

to, in

Unit conversion

x to y

Left to right

2 inch to cm

5.08 cm

==

Equal

x == y

Left to right

2 == 4 - 2

true

!=

Unequal

x != y

Left to right

2 != 3

true

<

Smaller

x < y

Left to right

2 < 3

true

>

Larger

x > y

Left to right

2 > 3

false

<=

Smallereq

x <= y

Left to right

4 <= 3

false

>=

Largereq

x >= y

Left to right

2 + 4 >= 6

true

Precedence

The operators have the following precedence, from highest to lowest:

Operators

Description 

(...)
[...]
{...}

Grouping
Matrix
Object

x(...)
x[...]
obj.prop
:

Function call
Matrix index
Property accessor
Key/value separator

'

Matrix transpose

!

Factorial

^, .^

Exponentiation

+, -, ~, not

Unary plus, unary minus, bitwise not, logical not

See section below

Implicit multiplication

*, /, .*, ./, %, mod

Multiply, divide, modulus

+, -

Add, subtract

:

Range

to, in

Unit conversion

<<, >>, >>>

Bitwise left shift, bitwise right arithmetic shift, bitwise right logical shift

==, !=, <, >, <=, >=

Relational

&

Bitwise and

^|

Bitwise xor

|

Bitwise or

and

Logical and

xor

Logical xor

or

Logical or

?, :

Conditional expression

=

Assignment

,

Parameter and column separator

;

Row separator

\n , ;

Statement separators

 

For each row and column, you can either assign a style that you can set in the visual properties or specify that the measure format should be used by selecting “Measure”:

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In the Format section you can set a variety of other formatting options for the report.

Formatting

Row and Column Styles

In the Row/Column Style section, you can define row and column styles that are set for any row that has been assigned this style. You can assign these to the calculations and achieve that a format option applies to all items that use this style e.g. text formats: bold, color, underlines, overlines etc:

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Conditional Formatting

In the Conditional Formatting property of the visual, you can setup up to three flexible rules for conditional formatting. The rule is setup using the keyword “Val“ to refer to the value of the specific measure in the visual with all mathematical options as outlined in: Supported Operators For example Val > 2000 will format all values greater than 2000 with the format properties for that measure:

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Row/ Column Spacing

Using a right-click you can increase the space between that row/column:

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Row Indentation

Using a right-click you can set individual indentations for any row:

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Variance Visualization according to IBCS

Acterys Reporting allows you to add variance visualization according to IBCS principles. To add it to your reporting you can either use the “Variance” section in the visual properties:

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You can flexibly set the value and comparison columns by pointing to the column number:

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or users can set the calculation in the visual with a right-click on the "Variance" column:

Here you can either reference the columns in the nested dimension section or by ticking the "Absolute Indexing" checkbox use an "absolute" reference to any column in the visual.

In the properties you can also specify a variety of formatting options like color, scaling and variance visualization e.g. absolute or relative layout:

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Absolute Variance Display                                 Relative Variance Display

 

You can switch between absolute and relative variance display by clicking the respective symbol: Delta symbol “Δ” or “%”:

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Comments

Acterys Reporting supports the display of cell-based comments that can be formatted in HTML. To activate them, turn on the “Comments” in the properties. Here you can also specify the width of the comment box:

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Measure Header

Using the measure Header section in the visual properties you can set the format for a measure underline to clearly identify a particular scenario type according to the IBCS guide.

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Data-Driven Styles

Acterys Reporting allows you to automatically apply format styles that include:

  • Number Formats (.NET number format conventions)
  • Color (Hex Code or color name)
  • FontSize (integer number)
  • font-weight (bold, n, italic or integer)
  • FontStyle (Italic, oblique, normal)
  • LineFormat (u= 1 underline, u2= 2 underlines, o = 1 over line, o2 = 2 over lines) 

to the report rows in Acterys. In the table that contains the row members just add a column with the format style that you want to apply in the following format:

{"numberFormat": "#,0,.0;(#,0,.0)","FontSize": 8,"color": "blue","FontWeight": "bold","FontStyle" : "","LineFormat": "n","LineColor": "blue"}

 

New Update from Version 4.2.4

API Authentication:


All Acterys enterprise customers can use Acterys Reporting visual with the API details.

Use the Service account table with this (add the API KEY/Name, username, and database name). 

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Refresh data:

It is possible to have the “refresh” button on the visual.
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 There is an option to change the position of the button 

 

Export Data:

There is an improvement for this feature, and it is possible to export data with two types of files, Excel and CSV:

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There is an option to change the position of the button 

 

Cell Setting / Auto width:

This feature adjusts the “Column Width” dynamically for every Column.

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Rows Header /Flatten:

The Flatten Feature changes the layout of the visual.

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