deFacto Planning Overview


deFacto Planning

Organizations around the world use deFacto Planning in every business function to make informed decisions and drive faster, more effective planning processes.

deFacto Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis and reporting across all functional areas, including finance, tax, sales, supply chain, operations, and others. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company.

Software Architecture

deFacto Planning’s architecture utilizes 100% native Microsoft technology—including Excel, Office 365, and SQL Server with Analysis Services—ensuring ease of maintenance and support. It also offers maximum flexibility with its ability to seamlessly integrate with Power BI, Azure, Azure Services, any ERP system or data source.

Features & Functions

  • Input Forms
  • Reports
  • Alternate Hierarchies
  • Properties/Attributes Query-Ability
  • Maintains Native Excel Formulas and Formatting
  • Book Publication Wizard
  • Offline Support
  • Advanced Zero-Suppression
  • Formula-Based or Matrix-Based Reporting
  • Can Work with Any Analysis Services Cube
  • Drill-Through to Relational Data
  • Send and Receive Text Comments
  • Simple Out-of-the-Box Approval Structure for Contributor, Data Entry, Reviewer, and Approver
  • Ability to Completely Customize the Approval Structure
  • Based on Multiple Time Periods, Entities, Categories, and Scenarios
  • MDX Formulas
  • Foreign Currency Conversion
  • Customized Logic for Specialized Business Processes
  • Inter-Model Logic
  • Budgeting, Planning, and Forecasting
  • Consolidation
  • Inter-company Eliminations
  • Reporting
  • Create/Maintain Dimensions and Attributes
  • Create/Maintain Sets of Cubes
  • Create Alternate Hierarchies
  • Make Copies of Cubes and Sets of Cubes
  • SharePoint Monitoring & Analytics
  • Other Dashboard Tools – Standard MSAS
  • Web-Based Data Entry

Watch to see dynamic pre-built and ad-hoc reporting, comprehensive budgeting, and some great examples of modeling and business logic. You will even learn how to create a report from scratch in less than 10 seconds!

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