Microsoft BI (MSBI) vs. Planful

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft BI (MSBI)
Score 8.7 out of 10
N/A
Microsoft 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
Score 8.4 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.
$0
per year per user
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 DetailsPlease visit our website to submit a request for more information on pricing.
More Pricing Information
Community Pulse
Microsoft BI (MSBI)Planful
Considered Both Products
Microsoft BI (MSBI)

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.
Features
Microsoft BI (MSBI)Planful
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Microsoft BI (MSBI)
9.0
53 Ratings
9% above category average
Planful
6.1
61 Ratings
21% below category average
Pixel Perfect reports8.646 Ratings6.930 Ratings
Customizable dashboards9.653 Ratings5.153 Ratings
Report Formatting Templates9.051 Ratings6.452 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Microsoft BI (MSBI)
8.6
53 Ratings
7% above category average
Planful
7.6
98 Ratings
3% below category average
Drill-down analysis8.648 Ratings8.596 Ratings
Formatting capabilities8.353 Ratings7.297 Ratings
Integration with R or other statistical packages8.442 Ratings00 Ratings
Report sharing and collaboration9.053 Ratings7.291 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Microsoft BI (MSBI)
8.6
52 Ratings
5% above category average
Planful
7.5
80 Ratings
7% below category average
Publish to Web9.448 Ratings8.431 Ratings
Publish to PDF9.248 Ratings6.672 Ratings
Report Versioning7.544 Ratings6.551 Ratings
Report Delivery Scheduling8.647 Ratings8.560 Ratings
Delivery to Remote Servers8.626 Ratings00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Microsoft BI (MSBI)
8.8
52 Ratings
10% above category average
Planful
5.5
48 Ratings
29% below category average
Pre-built visualization formats (heatmaps, scatter plots etc.)9.651 Ratings5.036 Ratings
Location Analytics / Geographic Visualization8.848 Ratings00 Ratings
Predictive Analytics7.945 Ratings6.041 Ratings
Pattern Recognition and Data Mining8.86 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Microsoft BI (MSBI)
9.3
53 Ratings
9% above category average
Planful
8.8
97 Ratings
4% above category average
Multi-User Support (named login)9.549 Ratings8.489 Ratings
Role-Based Security Model9.447 Ratings8.888 Ratings
Multiple Access Permission Levels (Create, Read, Delete)9.049 Ratings8.489 Ratings
Report-Level Access Control9.46 Ratings8.849 Ratings
Single Sign-On (SSO)9.531 Ratings9.672 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Microsoft BI (MSBI)
8.1
42 Ratings
5% above category average
Planful
2.4
41 Ratings
103% below category average
Responsive Design for Web Access8.239 Ratings2.538 Ratings
Mobile Application8.030 Ratings00 Ratings
Dashboard / Report / Visualization Interactivity on Mobile7.939 Ratings2.228 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Microsoft BI (MSBI)
8.6
24 Ratings
11% above category average
Planful
-
Ratings
REST API9.321 Ratings00 Ratings
Javascript API8.921 Ratings00 Ratings
iFrames8.920 Ratings00 Ratings
Java API8.918 Ratings00 Ratings
Themeable User Interface (UI)8.221 Ratings00 Ratings
Customizable Platform (Open Source)7.619 Ratings00 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Microsoft BI (MSBI)
-
Ratings
Planful
8.8
149 Ratings
8% above category average
Long-term financial planning00 Ratings8.8132 Ratings
Financial budgeting00 Ratings9.0147 Ratings
Forecasting00 Ratings9.0138 Ratings
Scenario modeling00 Ratings7.9124 Ratings
Management reporting00 Ratings9.0143 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Microsoft BI (MSBI)
-
Ratings
Planful
8.1
113 Ratings
4% above category average
Financial data consolidation00 Ratings9.3102 Ratings
Journal entries and reports00 Ratings8.082 Ratings
Multi-currency management00 Ratings7.367 Ratings
Intercompany Eliminations00 Ratings7.870 Ratings
Minority Ownership00 Ratings7.137 Ratings
Local and consolidated reporting00 Ratings7.885 Ratings
Detailed Audit Trails00 Ratings9.083 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Microsoft BI (MSBI)
-
Ratings
Planful
7.6
146 Ratings
3% below category average
Financial Statement Reporting00 Ratings8.8126 Ratings
Management Reporting00 Ratings8.8137 Ratings
Excel-based Reporting00 Ratings7.1136 Ratings
Automated board and financial reporting00 Ratings6.5108 Ratings
XBRL support for regulatory filing00 Ratings7.13 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Microsoft BI (MSBI)
-
Ratings
Planful
5.3
97 Ratings
42% below category average
Personalized dashboards00 Ratings5.185 Ratings
Color-coded scorecards00 Ratings2.853 Ratings
KPIs00 Ratings7.371 Ratings
Cost and profitability analysis00 Ratings6.968 Ratings
Key Performance Indicator setting00 Ratings6.957 Ratings
Benchmarking with external data00 Ratings3.18 Ratings
Integration
Comparison of Integration features of Product A and Product B
Microsoft BI (MSBI)
-
Ratings
Planful
8.9
135 Ratings
8% above category average
Flat file integration00 Ratings9.4100 Ratings
Excel data integration00 Ratings7.9124 Ratings
Direct links to 3rd-party data sources00 Ratings9.392 Ratings
Best Alternatives
Microsoft BI (MSBI)Planful
Small Businesses
Yellowfin
Yellowfin
Score 8.7 out of 10

No answers on this topic

Medium-sized Companies
Reveal
Reveal
Score 10.0 out of 10
Centage
Centage
Score 9.4 out of 10
Enterprises
Kyvos Semantic Layer
Kyvos Semantic Layer
Score 9.5 out of 10
OneStream
OneStream
Score 8.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Microsoft BI (MSBI)Planful
Likelihood to Recommend
10.0
(73 ratings)
9.1
(148 ratings)
Likelihood to Renew
8.0
(25 ratings)
8.3
(20 ratings)
Usability
10.0
(15 ratings)
8.3
(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)
8.8
(22 ratings)
In-Person Training
6.9
(3 ratings)
6.4
(2 ratings)
Online Training
8.5
(2 ratings)
8.2
(1 ratings)
Implementation Rating
9.6
(7 ratings)
7.3
(9 ratings)
Configurability
10.0
(2 ratings)
8.2
(2 ratings)
Ease of integration
-
(0 ratings)
5.8
(4 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Vendor post-sale
-
(0 ratings)
8.9
(3 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.
Read full review
Planful
I think it is a useful tool from a reporting standpoint. It does a good job of data aggregation from different sources, even if slow at times. I think the tools for building forecasting and budgeting templates are straight forward but allow for a level of complexity that make it both easy to use but also allow for complex builds so that our models can take into account many different variables that drive our daily performance.
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.
Read full review
Planful
  • Creating forecasts for the month, quarter, and year
  • Creating new variables by using variables pre-defined and that are new in the system
  • Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
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.
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.
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.
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.
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.
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.
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
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.
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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.
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.
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.
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.
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.
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