Planning & Budgeting Solution

An entirely web-based set of features designed for Planning & Budgeting that are easy to implement within the organization requiring only a web browser to interact with the planning data. Providing the planning workflow, easy Excel-like data input, quick integration with existing data sources and interactive dashboard visualizations of the Plan vs. Actual values.

Planning & Budgeting Features Overview

An efficient and comprehensive approach to preparing a budget/plan connected to your data sources (Analysis Services OLAP and Tabular models) and monitoring the success of planned versus actual values for any aspect of the budget/plan in multiple ways. Use your existing measures and dimensions to prepare a budget/plan on top of it.
Planning budgeting overview

Only with a web browser

All features of the Planning & Budgeting are web-based, requiring only a web browser to work with. The Kyubit web application is installed on the server (on-premise).

Excel-like values input

As many users are used working with Excel, providing a large number of values will certainly be more friendly with many features and behviors similar to Excel.

'Analysis Services' based

Planning & budgeting features are designed to work with 'Analysis Services' (SSAS) data and naturally continue to plan & budget with known measures and dimensions.

Monitor & Visualize

Any part of the plan/budget could be visualized or sliced by any related plan dimension on the Kyubit dashboards with various charts and visual metrics.

Participants and Workflow

The planning & budgeting workflow allows any number of participants to work on the new budget plan simultaneously, ensuring a smooth process.

User Manual

Planning & Budgeting User Manual explains all features with sample step-by-step plan/budget creation. Contact us on for any details.

Planning budgeting forecasting overview

Planning & BudgetingVideo Overview

Discover Kyubit's approach to Planning & Budgeting in this features overview video explaining the prerequisites, planning steps, workflow, Excel-like data input, dashboard visualizations,and overall benefits for the organization related to this topic.

Plan the related Data Source and Dimensions

As the plan closely relies upon existing data to provide the Plan vs. Actual values status, it is required to define data source details about which database will retrieve the actual values to compare with the plan values. Currently, only the Analysis Services OLAP technology is supported as a data source for the actual values. The dimensions and measures related to the plan must match the same structure in the OLAP cube so that the application can compare the planned group of values or individual cells with the actual values at any time. Planning & budgeting could include 2 or 3 dimensions related to the plan and a single measure. Plan Primary Dimension and Plan Measure defined the primary concern of our planning, what we are about to plan. Plan Periods Time Dimension represents the time items we will prepare a plan over. It could be any time structure. Mostly this is referred to as months, quarters, or days. Plan Scope Time Dimension defines the dimension level that will be used to define the time scope. Optionally, the plan can include the third Context Dimension. The above inputs define the relation of the plan values to the actual values. Once these details are provided, the plan is set for the next planning steps.
Planning budgeting data source

Plan Participants

If the plan includes the Context Dimension, it is possible to select plan participants users, which are assigned per each of the Context Dimension items and will provide plan values for each Context Dimension item. For example, the Context Dimension could be set to the 'Countries' dimension, so we could assign participants per country. If the plan includes participants, the participant selection step cannot be completed until all Context Dimension items have been assigned to a participant. The single participant could be assigned to multiple items. When plan participants are selected, the plan values cannot be completed until all participant provide their inputs. If required, the plan owner could change the plan participants during the planning values. Plan participants could be all users of the Kyubit application who have enabled Planning & Budgeting usage.
Planning budgeting Participants

Excel-like Plan Values Input

Navigate with arrow keys or a mouse click to the cell you want to provide plan value in the grid. Edited cells will change the background color. Edited cell values are not automatically saved. When you want to save and apply the provided values, click on the Update button above the grid. After cell values are updated on the server, they will change the background color to white. Anytime click on the Discard button to discard current input and revert back to the last saved values state. The Plan values grid will behave similarly to the Excel grid. Click and hold the cell handle and drag horizontally or vertically to fill other cells with the same value. Select a horizontal or vertical range of cells, and press CTRL+C and CTRL+V to copy/paste the cell range to other cells on another part of the grid. Or press Del on the keyboard to delete cell range values.
Planning budgeting Values Input

Insights to the Previous Period and Actual Values

A very convenient and handy feature is to display values from the past (or present) while planning values for the future. In the upper right corner of the planning grid, there are options to toggle the display or Previous, Plan, and Actual values. While planning for this year, it is often useful to see what actual values were in the previous for the same planned items just by clicking on the Previous button to toggle the display of actual past values. Later with the plan's actual values, it is possible to toggle the Actual button to display the actual values that happened for the plan and compare vs. planned.
Planning budgeting forecasting Previous Period

Planning & Budgeting Workflow

If the plan includes the participants, each participant has to click on the 'Marked as Completed' button to mark his providing values for the given item completed. After the item is marked as completed, it cannot be edited further. The plan owner can see on the plan home page what plan assignments are completed by participants. Moving the mouse over the completed assignment displays the Revert button to optionally return the assignment to the Pending state. If the plan includes participants when all participants mark their assignments completed, the plan owner receives an email from the application with the information that all participants have finished their assignments and the plan is ready to be finalized.
Planning budgeting Workflow

Observing the planning process and the plan history

While plan values are being provided by the participants, On the plan home page, the plan owner can observe currently provided plan values and whose plan assignments are still pending. All plan actions in the plan lifecycle are registered in the plan history with the related user and action time. Visible on the plan home page in the middle tab.
Planning budgeting history

Plan vs. Actual dashboard visualizations

After the plan finalization, we can consider the plan as prepared for the usage to continually monitor planned vs. actual values in the time scope defined by the plan. Besides the plan home page, plan values vs. actuals could be monitored and analyzed on the dashboards in various ways to best match interests of the observers. It could be a high-level plan success monitoring or daily insights to catch the day or hour success comparing plan vs. actual values on particular products, cities, or any other dimension member associated with the plan. If we set the dashboard filter to a specific dimension member related to the plan (Such as time member, specific country, or specific group of products or similar), all these charts will be sliced with such selection converting the dashboard plan view to a particular interest of the user.
Planning budgeting dashboard

Plan vs. Actual on the dashboard Table chart

When Plan vs. Actual data is added to a Table chart, there are some additional benefits. First, the table chart will also display delta (difference) values between plan and actual value in the form of the pure difference and difference percent compared to the planned value. Note that the table chart includes a success icon that is related to the Plan Success Tolerance field defined on the plan’s general data. Also, the table chart supports the display with Plan dimension levels expanded (observing the drilled-down data).
Planning budgeting table chart

Slicing the dashboard Plan values

At any time, add another dashboard filter to slice further plan data by plan-related dimension member, but an even better way is to enable dashboard auto-slicing, which will slice the rest of the dashboard charts with a single click on any of the plan chart values.
Planning budgeting dashboard slicing

Plan KPIs, Goal-meters and Gauges

The prepared plan is actually a huge resource from which various KPIs could be extracted. For a start, the complete ‘plan values vs actual values’ status is the KPI for itself. However, numerous smaller certain aspect-related KPIs could be quickly utilized on a plan basis. The Plan KPI would tell us the success status of the plan up-to-date (from the plan start to this day). It is understandable that users related to the plan are certainly interested in opening a dashboard to quickly see the plan success status on this day (the complete plan or certain aspects of the plan).
Planning budgeting KPI

Plan Versioning

Once the plan is finalized, plan values cannot be changed. If there is a conclusion that circumstances have changed and plan values need revision, it is possible to create a new version of the plan (no application limits the number of new versions). Updating plan values for the new version will start with old/previous inputs that are provided in the previous planning stage (no need to enter all values from scratch). Once the plan has a new version, old version plan values are still in the system and can be observed on the plan home page > Versions.

Integrate plan values back to the Data Warehouse

Include all plan values (distributed on all plan dimension levels) back into your existing data warehouse database, so you can a) create an OLAP cube with planned values distributed over related dimension levels and b) use planned values outside the Kyubit application. All planned values are saved in the Kyubit SQL database 'KyubitAnalyticModels' as the plan features use Kyubit Analytic Model technology for quick multidimensional analysis. Read in Planning & Budgeting user manual details on how to integrate planned values.

Get started with Kyubit Planning & Budgeting

Planning & Budgeting download Download 30 days evaluation of 'Kyubit Business Intelligence' and see Kyubit Planning & Budgeting features in action. It is a simple and quick installation that will bring all features unlocked in the evaluation version. We will be happy to receive your feedback and inquiries. Download 'Kyubit Business Intelligence - User Manuals', which covers all aspects of 'Kyubit Business Intelligence' Planning & Budgeting usage.