Introduction
Welcome to Aimplan and the Aimplan documentation! As a system administrator or consultant, here you will find all documentation needed to get started. This documentation target audience is not 'end-users' of your Power BI reports and forms. Instead it's expected that you know how to build Power BI models, reports, and that you have the right to publish content to Power BI Service.
This documentation is focusing on how to build planning and forecasting models configuring Aimplan and the Aimplan Planning and Reporting Visual. I.e. only using Aimplan for enhance structured reporting or master data management using the Data Input Table visual, only requires a few of the steps outlined below.
This section gives you an overview of the steps to getting started with Aimplan.
In general - these are the steps to getting started;
- Signing up and the creation of a new Aimplan Instance
- Accessing your Aimplan admin portal
- Base configuration in the admin portal
- Creating planning / input measures that will be used to store data
- Creating and managing scenarios
- Adding and managing users
- Designing and processing storage tables
- Overview of the Aimplan data model system tables and storage tables
- Configuring and processing storage tables
- Connecting Power BI to Aimplan data
- Preparing your Power BI data model for planning and input
- Creating a DateIntKey in your Date dimension (if not existing)
- Creating a DefaultKeys table
- Creating a write-back enabled measure
- Configuring authentication and the Aimplan User Key
- Configuring the visual for reporting
- Configuring the visual for planning and input
- Publish to end-users
- Configure the visual based on a Storage Table
- Publish to end-users