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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Microsoft BI (MSBI)

    Score8.5 out of 10
    N/AMicrosoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

    $14

    per month per user

    Planful

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
    Pricing
    Microsoft BI (MSBI)Planful
    Editions & Modules
    Power BI Pro
    $14
    per month per user
    Power BI Premium
    $24
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    Microsoft BI (MSBI)Planful
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Pricing is highly dependent on the complexity and scope of the implementation.
    More Pricing Information
    Community Pulse
    Microsoft BI (MSBI)Planful
    Considered Both Products
    Microsoft
    No answer on this topic
    Planful
    Chose Planful
    This was the most cost effective for the features our business needed. Centage and Microsoft's PowerBI did not offer everything we wanted. One Stream was a good alternative but very expensive for what our business needed.
    Incentivized
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    97%
    Would buy again
    101 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    99%
    Delivers good value for the price
    90 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    98%
    Happy with the feature set
    102 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    13 Answers
    90%
    Lived up to sales and marketing promises
    60 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    84%
    Implementation went as expected
    67 Answers
    Features
    Microsoft BI (MSBI)Planful
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    9.0
    53 Ratings
    10% above category average
    Planful
    6.1
    64 Ratings
    21% below category average
    Pixel Perfect reports8.546 Ratings6.933 Ratings
    Customizable dashboards9.653 Ratings5.057 Ratings
    Report Formatting Templates8.951 Ratings6.555 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    8.5
    53 Ratings
    6% above category average
    Planful
    7.5
    104 Ratings
    3% below category average
    Drill-down analysis8.548 Ratings8.4103 Ratings
    Formatting capabilities8.253 Ratings7.0104 Ratings
    Integration with R or other statistical packages8.342 Ratings00 Ratings
    Report sharing and collaboration8.953 Ratings7.197 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    8.5
    52 Ratings
    3% above category average
    Planful
    7.4
    86 Ratings
    7% below category average
    Publish to Web9.348 Ratings8.433 Ratings
    Publish to PDF9.148 Ratings6.477 Ratings
    Report Versioning7.444 Ratings6.555 Ratings
    Report Delivery Scheduling8.547 Ratings8.566 Ratings
    Delivery to Remote Servers8.426 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    8.7
    52 Ratings
    9% above category average
    Planful
    6.1
    51 Ratings
    19% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)9.651 Ratings5.040 Ratings
    Location Analytics / Geographic Visualization8.748 Ratings6.42 Ratings
    Predictive Analytics7.745 Ratings6.044 Ratings
    Pattern Recognition and Data Mining8.76 Ratings7.33 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    9.3
    53 Ratings
    9% above category average
    Planful
    8.9
    103 Ratings
    6% above category average
    Multi-User Support (named login)9.449 Ratings8.496 Ratings
    Role-Based Security Model9.347 Ratings8.894 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.949 Ratings8.595 Ratings
    Report-Level Access Control9.36 Ratings8.855 Ratings
    Single Sign-On (SSO)9.431 Ratings9.778 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    8.0
    42 Ratings
    3% above category average
    Planful
    2.3
    42 Ratings
    104% below category average
    Responsive Design for Web Access8.239 Ratings2.540 Ratings
    Mobile Application8.030 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.739 Ratings2.230 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    8.5
    24 Ratings
    9% above category average
    Planful
    -
    Ratings
    REST API9.221 Ratings00 Ratings
    Javascript API8.821 Ratings00 Ratings
    iFrames8.820 Ratings00 Ratings
    Java API8.718 Ratings00 Ratings
    Themeable User Interface (UI)8.021 Ratings00 Ratings
    Customizable Platform (Open Source)7.319 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Planful
    8.7
    156 Ratings
    8% above category average
    Long-term financial planning00 Ratings8.7139 Ratings
    Financial budgeting00 Ratings9.0155 Ratings
    Forecasting00 Ratings9.0146 Ratings
    Scenario modeling00 Ratings7.8131 Ratings
    Management reporting00 Ratings9.0149 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Planful
    8.0
    118 Ratings
    3% above category average
    Financial data consolidation00 Ratings9.3107 Ratings
    Journal entries and reports00 Ratings7.886 Ratings
    Multi-currency management00 Ratings7.470 Ratings
    Intercompany Eliminations00 Ratings7.673 Ratings
    Minority Ownership00 Ratings6.939 Ratings
    Local and consolidated reporting00 Ratings7.789 Ratings
    Detailed Audit Trails00 Ratings9.187 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Planful
    7.6
    152 Ratings
    7% below category average
    Financial Statement Reporting00 Ratings8.8133 Ratings
    Management Reporting00 Ratings8.8143 Ratings
    Excel-based Reporting00 Ratings7.0141 Ratings
    Automated board and financial reporting00 Ratings6.5114 Ratings
    XBRL support for regulatory filing00 Ratings7.13 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Planful
    5.9
    104 Ratings
    24% below category average
    Personalized dashboards00 Ratings5.191 Ratings
    Color-coded scorecards00 Ratings2.555 Ratings
    KPIs00 Ratings7.476 Ratings
    Cost and profitability analysis00 Ratings6.975 Ratings
    Key Performance Indicator setting00 Ratings6.963 Ratings
    Benchmarking with external data00 Ratings6.410 Ratings
    Integration
    Comparison of Integration features of Microsoft BI (MSBI) and Planful
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Planful
    8.9
    140 Ratings
    10% above category average
    Flat file integration00 Ratings9.5105 Ratings
    Excel data integration00 Ratings7.8130 Ratings
    Direct links to 3rd-party data sources00 Ratings9.596 Ratings
    Best Alternatives
    Microsoft BI (MSBI)Planful
    Small Businesses
    Cyfe
    Score4 out of 10
    No answers on this topic
    Medium-sized Companies
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Sisense
    Score6.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Microsoft BI (MSBI)Planful
    Likelihood to Recommend
    8.9
    (77 ratings)
    8.8
    (164 ratings)
    Likelihood to Renew
    8.0
    (25 ratings)
    8.7
    (23 ratings)
    Usability
    8.9
    (19 ratings)
    8.2
    (21 ratings)
    Availability
    9.5
    (2 ratings)
    8.2
    (4 ratings)
    Performance
    7.0
    (2 ratings)
    9.1
    (3 ratings)
    Support Rating
    8.9
    (15 ratings)
    9.0
    (22 ratings)
    In-Person Training
    6.9
    (3 ratings)
    9.1
    (3 ratings)
    Online Training
    8.5
    (2 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    9.6
    (7 ratings)
    7.3
    (9 ratings)
    Configurability
    10.0
    (2 ratings)
    8.2
    (2 ratings)
    CPA Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    Data Sharing and Collaboration
    8.5
    (42 ratings)
    -
    (0 ratings)
    Data Sources
    8.4
    (41 ratings)
    -
    (0 ratings)
    Ease of integration
    -
    (0 ratings)
    5.3
    (4 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.4
    (4 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (2 ratings)
    User Testimonials
    Microsoft BI (MSBI)Planful
    Likelihood to Recommend
    Microsoft
    Microsoft BI has a lot of features and is a very powerful tool, especially if you have folks on your team that know how to utilize all of its capabilities. To truly unlock all that it can do, it does require people to have a deep understanding of its capabilities. That's where the software really shines. If you are looking for a simpler, more basic reporting tool, there are other programs available that do not require such a steep learning curve.
    Incentivized
    Read full review
    Planful
    Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.
    Read full review
    Pros
    Microsoft
    • Comparatively easy to use compared to other data analytics solutions, collaborating with other colleagues on data work is simple.
    • Using Visual Studio for database, ETL, reporting, and analytics development save time and money.
    • Transfer of data from one application to another via Excel and comparison of data attributes between applications
    • Dashboard functionality, as well as Python support, are available, allowing you to add additional charts and graphs.
    Incentivized
    Read full review
    Planful
    • It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
    • I can build detailed reports so that my monthly and weekly reporting is done more efficiently
    • I like the tools that I am using to create dedicated models for forecasting and budgeting purposes
    Incentivized
    Read full review
    Cons
    Microsoft
    • MSBI designs can work on increasing data processing capabilities enough to handle the huge datasets etc.
    • It would be a lot better if it is a little low on cost.
    • it needs to create opportunities little more than they do regarding customization of some very unique visualization effects
    Read full review
    Planful
    • Dashboarding could be more flexible and easier to use.
    • Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
    • Make Analyze view in Spotlight more intuitive.
    • A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.
    Incentivized
    Read full review
    Likelihood to Renew
    Microsoft
    Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.
    Read full review
    Planful
    Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
    Incentivized
    Read full review
    Usability
    Microsoft
    The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.
    Incentivized
    Read full review
    Planful
    The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
    Incentivized
    Read full review
    Reliability and Availability
    Microsoft
    The product has been reliable.
    Read full review
    Planful
    I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
    Read full review
    Performance
    Microsoft
    SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
    Read full review
    Planful
    Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
    Read full review
    Support Rating
    Microsoft
    MSBI natively has a site that allows you to vote on user enhancements and bug fixes. This allows the largest nagging issues to float to the top and the development team can prioritize accordingly. As mentioned earlier, the large community base of MSBI developers assist technical resources in handling technical questions.
    Incentivized
    Read full review
    Planful
    Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
    Read full review
    In-Person Training
    Microsoft
    This training was more directed toward what the product was capable of rather than actual programming.
    Read full review
    Planful
    My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!
    Incentivized
    Read full review
    Online Training
    Microsoft
    I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
    Read full review
    Planful
    Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
    Incentivized
    Read full review
    Implementation Rating
    Microsoft
    We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.
    Read full review
    Planful
    After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
    Incentivized
    Read full review
    Alternatives Considered
    Microsoft
    We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
    Incentivized
    Read full review
    Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
    Incentivized
    Read full review
    Scalability
    Microsoft
    No answers on this topic
    Planful
    From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
    Incentivized
    Read full review
    Return on Investment
    Microsoft
    • As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
    • However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.
    Incentivized
    Read full review
    Planful
    • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
    • Budget to Actual analysis has become much more streamlined and actionable
    • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
    Incentivized
    Read full review
    ScreenShots

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations