The objective of the Aimplan Data Input Table is to make it possible for end-users to quickly edit different kind of master data in Aimplan storage tables.

The objective of this section of the documentation is to teach you how to:

You have an Aimplan SaaS instance initiated and running, see 

You have configuration an Aimplan storage table, see  

You have added the Aimplan Data Input Table visual to your Power BI report, see 

Learn how to effectively edit master data in Power BI using the Aimplan Data Input Table feature. This comprehensive guide provides step-by-step instructions on adding the table to your report page, configuring fields and columns, testing data editing, an

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Objectives

Adding the visual to a report

Aimplan

Introduction

Signing up and the creation of a new Aimplan Instance

Welcome to Aimplan!

Login to the portal

Users

Measures

Scenarios

Storage Tables

Data Import

Creating a Process

Define Statuses

Creating a Sub-Process

Processes

Organization and Categories

Audit Columns

Companies

Other Portal Options

Resolving the "Approval Required" Message While Logging Into Aimplan

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Administration Portal

Context Menu

Top-Down Allocation

Relative Value Changes

The Aimplan data model

Convert report to planning

Step-by-step Reporting

Filtering values in sections

Using Year-to-Date Calculations

Customizing values using calculations

Value Settings

Cell Comments

Row Comments

Allocate Based on Other Value

Enable suggestions from another value

Preventing Editing of a Certain Value Using a DAX Measure

Show Underlying Data to End Users

Limit Rows

Expand Rows

Limit/Expand Number of Rows in Your Visual

Adding comments on aggregated rows

This visual does not support exporting.

Unable to find field "Sum of Value"

Error exporting contents from visual

Chequered Pattern in Cells

Planning and Reporting Visual

Updated By & Updated At

Edit properties

Defining the Process

Creating a Storage Table

Set up Processes and Sub-Processes

Add Tables and Relationships in Power BI

Design Visual

Rules for Statuses

Using Status Visual to Lock Planning Visual

Setting up the Status Visual

Troubleshooting

Status Visual

Visual Settings

Field settings

Edit Settings

Filter Data Using Slicers

Publish the Data Input Table

Auditing

Triggers

Data Input Table

Adding an Aimplan visual to Power BI

Connecting to Aimplan Data

Controlling Data Access

Aimplan User Key configuration

Create a DateIntKey

Configure editable write-back measures in Power BI

Creating a 'distinct' dropdown table

Combining actuals with planning values and have measures on row

Showing Actuals & Plan values on Rows

DAX Cookbook

Boolean measure returning false for blanks

Keeping a Semantic Model Warm

Error fetching data for this visual

Login failed for user '<token-identified principal>'

Cannot open server 'aimplan-sqlne' requested by the login

Power BI

Entra ID

Events

Firewall and Network Requirements for Azure SQL Database Access

Aimplan for SQL database in Fabric

Customer managed Azure SQL

Other information

Portal Overview

1. Base setup

2.1 Planning & Reporting Table

2.2 Editable Planning and Reporting Visual

3. Audit trail

4. Data Input Table

5. Status Visual

6. Comment Visual

Aimplan Training

Portal

2024 Q1

2024 Q2

2024 Q3

2024 Q4

Feature Updates

Do's and Don'ts

Multi Company Solution

Filter Rows Using Calculation Groups

Model Architecture

Planning & Reporting Visual

Objectives

Prerequisites