Acterys Certified Planning Expert


Acterys is an end-to-end solution for reporting, analytics, planning and consolidation in Power BI and Excel. A cloud or on-premises based service for data model automation, planning, consolidation & analytics integrated with Power BI and Excel. It enables business users to generate professional data models in Azure/SQL Server that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Acterys Apps provides proven, ready-made applications for Dynamics 365, Dynamics GP, Dear Inventory, HubSpot, MYOB, NetSuite, QuickBooks, Sage, WorkflowMax and Xero among others.



Quickest Time-to-Value

Get started in minutes with 1-click integration to any source or use pre-configured Apps for specific ERP/accounting systems.

Unified Planning & Reporting Platform

Get 80% lower TCO and reduce cycle times to 0.5 days by combining capabilities of legacy silo tools into one solution

Built-in Process Templates

Use best-practice templates for CAPEX, HR Planning, S&OP, & more supplemented by AI-enhanced planning capabilities and insights

What is the course about?

This course is going to teach users how to get started with their first Acterys project:

  1. Complete onboard with tenant setup
  2. Link one of the Acterys Apps or build a model from a generic solution
  3. Design a Power BI sample planning form with the Acterys Matrix visual
  4. Design an Excel Planning form with the Excel Add-in

With the tools in the course, you will be well equipped for your first Acterys project.

 

Who is the course for?

The course is for Partners, Clients, and new employees

 

What you would learn from this course:

This is a step-by-step guide to walk you through the best way to learn Acterys. Once you fully understand the Acterys solution, you will be able to build you own planning and analytics platform.

 

How it works

Most of the lectures are videos. After each video there will be a quiz to test you on the skills you learned during the videos.

How it works

Most of the lectures are videos. After each video there will be a quiz to test you on the skills you learned during the videos.