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The fastest way to ​perform what-if simulations​
in Power BI

What if Simulation

Edit a cell directly

Double-click on a cell and start typing in the value; supports references to other cells and functions

Use a graphical simulation slider

Create a simulation-enabled field and change values using a simulation slider; variances are calculated automatically

Leverage bi-directional simulations

Create business forecasts and projections using top-down and bottom-up simulations 

Simulations in reading view

Simulate in reading view; analyze resulting variances in a single click, add notes, export simulation data and more

Create multiple what-if scenarios

Create new scenarios in editing and reading modes for ad-hoc analysis (only in Inforiver Enterprise)

Share scenarios with users

Share scenarios with specific users in the organization

Export simulations to Excel & PDF

Download simulation results to Excel or PDF for further analysis and presentation

Writeback scenarios

Writeback simulation outcomes to spreadsheet, database and cloud destinations

Create no-code financial reports in Power BI

create-no-code-financial-reports in-power-bi

Track performance with Excel-like reports

Create monthly trackers with Excel-like formatting to track performance

Build formatted financial reports

Create financial statements as they appear in annual reports

Integrate chart elements in financial reports

Leverage 50+ charts and visualizations to create visual financial reports

Deliver context with annotations & footnotes

Provide explanations or supplementary information in your financial reports

Facilitate conversations between stakeholders

Add data-level comments with @ mentions and reply to comments by other users

Deliver financial reports with variances

Create variance reports following IBCS standards in a few clicks

Perform YTD/MTD/QTD comparisons

Leverage IBCS table templates for out-of-the-box, till-date comparisons

Perform what-if simulations

Use a graphical slider to simulate and roll-up or spread-down changes in hierarchies

Display negative values the way you want

Invert signs for expense items and define how to handle aggregations


1. Build Excel-like financial & management reports that track performance

Create financial reports with Excel-like formatting in Power BI. Inforiver supports an Excel-like cell editing experience where you can enter data directly in any cell. Notice that the column headers are vertically oriented to deliver tightly packed columns, just as in your Excel financial reports.


2. Build formatted financial reports with corporate branding guidelines

Create financial statements supporting brand guidelines (as they appear in annual reports). Here is Nike's 2020 cash flow statement taken from the annual report (on the right) and the same statement reproduced using Inforiver in Power BI (on the left). Inforiver helps you perform a variety of formatting that is harder to implement in Power BI, such as having multiple number formats within a single column​, indenting row headers​, grouping column headers​, formatting cells with currency symbols, borders, and more.


3. Integrate chart elements in your financial reports

Leverage a variety of in-cell charts within your financial reports to enhance viewer engagement and experience. The report shown below supports account hierarchies along with variances in an expand/collapse-enabled interface. The scale band (in blue) used for variances ensures that even smaller variances are magnified to this scale.


4. Deliver context to your financial reports with annotations & footnotes

Provide explanations or supplementary information in your financial reports using data-level notes and footnotes.


5. Facilitate data-level conversations in your financial reports

Add data-level comments with @ mentions, reply to comments by other users, and receive instant email notifications. Collaborative commenting is available as part of Inforiver Enterprise. You can also schedule periodic commentary digests to notify users of conversations, tasks, and exceptions.


6. Deliver financial reports with variances for executives

Deliver summarized income statements, balance sheets, and statements of cash flows for executives and external stakeholders.


7. Design reports with YTD/MTD/QTD analysis and comparisons

Inforiver provides IBCS table templates (T01 and T02) out-of-the-box for performing YTD/MTD/QTD analysis. As seen below, the categories are listed in the middle. Actuals (AC), Forecast (FC), and AC-FC variance in absolute & % terms are shown for the current month and year-till-date on either side. Performance can be analyzed dynamically by changing the periods in the dropdown.​​


8. Perform what-if simulations in your financial reports

Perform what-if analysis on the fly using a graphical slider to simulate and roll-up or spread-down changes in hierarchies. ​​Use in-cell editing that supports percentage calculations (e.g., +10%) as well as scaled values (e.g., -35m)​.


9. Display negative values the way you want in financial reports

The data for financial statements may have positive numbers for expense or deduction items, especially when the income and expense values come from different tables. Inverting signs to accommodate the accounts can be achieved by simply selecting the line item and using the ‘Invert Sign’ option. The +/- signs can be displayed in the table or hidden. ​​

You can also configure whether the sign inversion affects only the display or the aggregation as well using the ‘Influence Total’ option.​


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Cell, row, and column formatting

Apply borders, font, and background colors at cell/row/column levels, show, hide, resize rows, and more.

Number Formatting

Format numbers, manage decimals, add prefixes and suffixes at the table, measure, or cell levels.

Manage totals and subtotals

Configure various row and column subtotal and grand total options, including an option to freeze totals.

Manage accounting signs

Manage signage for financial or general accounts (e.g., Expenses)

Excel-like cell editing

Enter values or Excel-like formulas simply by double-clicking a cell.

Smart analysis

Perform contribution and variance analysis without using DAX.

Insert calculated and static rows​

Add static rows for manual entry​ or calculated rows using an intuitive Excel-like editor.

Insert calculated columns

Insert visual-level formula calculations; includes pre-set column options.

Group rows and columns

Create row and column hierarchies at the visual level.

Sorting rows

Drag-and-drop of rows to custom sort your financial/General Ledger (GL) accounts.

Indenting & aligning accounts

Add indentations to your financial statements using excel-like options.

Add footnotes

Add footnotes and annotations for specific accounts, just like in the annual reports.

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14 Financial Modelling Templates for Microsoft Power BI​

Explore 14 financial modelling templates that you can create in Power BI without using scripting or DAX.​

Financial Model

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About Inforiver!
Inforiver is the fastest way to do everything in Power BI. It enables citizen developer productivity and unleashes true self-service with our intuitive and interactive no-code data app suite for Microsoft Power BI. The product is developed by Lumel Technologies Inc, who are #1 Power BI Visuals AppSource Partner serving over 3,000+ customers worldwide with their xViz, Inforiver, and ValQ offerings.
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