Sync planning data, forecasts, and scenarios from Anaplan directly into Power BI dashboards. Stop exporting CSVs, reformatting data models, and rebuilding reports every planning cycle. Redbird AI keeps your Power BI visualizations current with live plan data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When finance locks a budget version in Anaplan, Redbird extracts the approved plan data and updates your Power BI budget vs. actuals dashboards. Finance teams see live comparisons without manual exports or waiting for IT.
Automatically sync headcount plans, quota assignments, and territory models from Anaplan to Power BI sales dashboards. Regional leaders track plan vs. performance in real time, with breakdowns by role, geography, and time period.
When FP&A teams create planning scenarios in Anaplan—best case, worst case, most likely—Redbird publishes each version to Power BI. Executives compare scenarios side-by-side with interactive filters and drill-downs, no manual consolidation required.
When variance metrics in Power BI exceed defined thresholds—like actual revenue 10% below plan—Redbird triggers notifications to planning teams. Include context from both systems so teams know which plan versions and time periods need attention.
Pull aggregated sales actuals and regional performance metrics from Power BI datasets back into Anaplan planning modules. Supply chain planners build demand forecasts with the most current regional trends, eliminating manual data gathering.
At month-end or quarter-end, Redbird captures approved plan versions from Anaplan alongside the corresponding Power BI dashboard snapshots. Create an audit trail of plan-to-report lineage for compliance, board reviews, and historical analysis.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Power BI with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands Anaplan's dimensional model structures and Power BI's semantic layer, so your planning data flows into dashboards with the right hierarchies, time periods, and relationships intact.
Redbird maps Anaplan modules, dimensions, line items, and versions to Power BI tables, measures, and relationships without custom code. When your Anaplan model changes—new cost centers, updated organizational hierarchies, revised planning periods—Redbird detects schema changes and adapts your Power BI data model automatically. No more broken refresh jobs or mismatched dimensions when planning structures evolve.
faster than exporting Anaplan data to Excel, reshaping, and importing to Power BI
Redbird can pull from Anaplan and Power BI simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Power BI.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Power BI, or from Power BI back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from planning events in Anaplan or dashboard interactions in Power BI—Redbird connects both systems in real time.
Fires when a budget, forecast, or scenario version is published or marked final in Anaplan.
Triggers when specific modules, line items, or dimensions are changed during a planning cycle.
Fires when FP&A teams create or update scenario models for comparison analysis.
Pull plan data with full dimension context—time, organization, product, account—for dashboard builds.
Write ERP actuals or aggregated metrics back into Anaplan for plan vs. actuals comparison.
Push revised driver data—like headcount changes or unit costs—into Anaplan planning inputs.
Fires when a Power BI dataset finishes refreshing, indicating new data is available for downstream workflows.
Triggers when KPIs or variances in a dashboard cross defined alert thresholds.
Fires when executives or analysts drill down into specific dimensions, signaling interest in plan details.
Write Anaplan planning data into Power BI dataset tables with proper dimension and measure structures.
Trigger on-demand refreshes of Power BI datasets when plan versions are published in Anaplan.
Generate and distribute fixed-point dashboard views tied to specific Anaplan planning versions.
See how Redbird AI syncs Anaplan planning models with Power BI dashboards in minutes. Connect your planning data to live visualizations without exports, transformations, or custom ETL.