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Microsoft Strategic ISV Partner for EPM on Fabric

Integrated Intelligence

Performance isn't complete without forward-looking targets alongside your actuals. When plans, budgets, forecasts, and reference data live on the same platform as your transactional data, variance analysis is automatic, reports stay current, and your teams spend time on decisions instead of reconciliation.
Chart of Accounts Cost Centers Regions Products P&L Variance Report FY 2025 | $M ACT BUD % Revenue 12.4 11.8 +5.1% COGS 4.9 4.6 -6.5% OpEx 3.1 3.4 -8.8% EBITDA 4.4 3.8 +15.8% Gross Margin 7.5 7.2 +4.2% Actual Budget Semantic Models Planning Data Management Actuals & transactions Budgets & forecasts Reference data & lookups Revenue $12.4M COGS $4.9M OpEx $3.1M Budget $11.8M Forecast $12.1M Scenarios
Intelligence Capabilities

No-code, self-service, built for business users

Your teams build reports, track performance, and explore data without IT tickets or consultant dependencies. Every capability below is drag-and-drop and runs natively on Fabric.
One view. Three data sources. Always reconciled.
Semantic Models
Actuals and transactions from your existing data platform
Planning Worksheets
Budgets, forecasts, and scenarios from Lumel Planning
Data Apps
Reference data, master data, and governed lookups from Lumel Data Apps
lumel-management-financial-reporting

Financial Reporting

Drag-and-drop row and column reordering, accounting sign management, calculated rows and columns, and grouped hierarchies. No-code report building designed for finance teams.

Paginated Reporting

Pixel-perfect formatted reports with smart page and section breaks, configurable headers and footers with KPI cards. Covers financial statements, invoices, variance analysis, and operational reports.

Management Reporting

Structured P&L statements, balance sheets, and management reports that combine plan and actual data in a single view, with conditional highlighting, automatic subtotals, and period-over-period comparisons.

Performance Tracking

Monitor KPIs and business metrics across departments, cost centers, and product lines. Spot trends early with period-over-period comparisons and keep leadership informed on what is moving.

Ad-hoc Analysis & Exploration

Drag-and-drop layouts, dynamic pivoting across dimensions, and self-service exploration directly on Fabric data. Business users analyze data without predefined reports or IT dependency.

Advanced Visualization Library

100+ chart types spanning statistical, financial, and project visuals. Covers variance analysis, IBCS reporting, distribution, flow, and composition charts. Supports 30,000+ data points per visual.

Gantt & Project Visualization

Dual Gantt modes for project timelines and resource utilization. Dependency tracking, milestones, planned vs. actual, and baseline tracking for executive-ready project insights.

Storytelling & Annotations

Chart-level annotations that adapt dynamically to filter selections, data stories combining visuals with contextual explanations, and storyboard templates for management presentations.

Formatted Export

Structured Excel export preserving tables, hierarchies, and styling. Pixel-perfect PDF export. Batch export of multiple reports and tabs with interactive elements preserved in Excel.
Variance Analysis

Plan vs. actuals: automatic, always current

Because Intelligence reads from your semantic models and Planning worksheets simultaneously, variance measures are calculated the moment data is entered. There are no exports, no manual joins, and no stale comparisons to worry about.
LINE ITEM ACTUALS BUDGET VARIANCE Revenue $12.4M $11.8M +5.1% COGS $4.9M $4.6M +6.5% Gross Margin $7.5M $7.2M +4.2% OpEx $3.1M $3.4M -8.8% EDITDA $4.4M $3.8M +15.8%

Instant variance measures

Budget vs. actual, forecast vs. actual, and period-over-period variances are calculated automatically - the moment a planner updates a number, the report reflects it.

Reconciliation-free by design

Traditional tools export plan data into a separate reporting platform, creating lag and version conflicts. Intelligence reads plans and actuals from the same environment - they're always in sync.

Every dimension, every cut

Drill into variances by department, cost center, product line, geography, or any dimension in your semantic model. Investigate root causes without leaving the report.
Advanced Visualizations

Enterprise-grade analysis needs visuals with depth

Intelligence delivers that depth with 50+ advanced visualization types, all built in.
Sankey
Radar
Box Plot
Network
Multi Axis
Slope
Parallel Coord
Gantt
Sunburst
Tornado
Win/Loss
Split Bar
Integrated Var.
Exec. Funnel
Histogram
Quadrant
Packed Bubble
Variable Pie
Vertical Gauge
Decomposition
Polar
Var. Line/Area
Base Line/Area
Dumbbell
Arrow Plot
Range
Dot Plot
4 marimekko
charts
7 bullet
charts
20+ waterfall
charts
The depth of your analysis shouldn't be limited by the charts your tool can render. Intelligence gives teams the visual vocabulary to present what they actually find, without flattening the insight to fit the format.

The library spans 100+ visuals, with 50+ that most platforms don't offer.
Collaboration

Discuss performance where data lives

Insights are only useful if teams act on them. Intelligence embeds collaboration directly into your reports so conversations happen in context, not in separate email threads.

Data-Level Comments

Attach comments directly to cells, rows, or measures. Flag an unexpected result or ask a department head to explain a number, right where the data lives.

Threaded Conversations

Start discussions that stay attached to specific data points across report refreshes. @mention stakeholders and get Teams notifications for faster resolution. Institutional knowledge that persists, not buried in lost email threads.

Performance Narratives

Walk leadership through quarterly results with guided storyboards. Combine visuals, commentary, and annotations into a single narrative that your team reviews together, not a deck someone builds offline.
IBCS Certified

One visual language across every report

When every team formats charts differently, leadership spends meeting time decoding visuals instead of discussing performance. Intelligence is IBCS certified, which means your reports have the option to adopt a single, internationally recognized notation system where actuals, budgets, forecasts, and variances always read the same way.
Consistent notation — solid fills for actuals, outlines for budgets, hatching for forecasts. Every chart speaks the same language regardless of who built it.
Standardized variance display — integrated deviation columns make over- and under-performance visible at a glance without scanning raw numbers.
Board-ready density — compact, information-dense layouts that respect your audience's time and attention.
+5.1% -3.2% +8.4% +2.1% REVENUE BY QUARTER, ACT VS. BUD ACT VS. BUD BUD % Q1 Q2 Q3 Q4 Actual Budget Positive Negative
Compute-Based Pricing

Pay for what you use, not how many users you have

Traditional per-seat licensing forces you to limit who can build or access your data apps. Compute-based pricing on Fabric removes that constraint.
A report viewer who checks numbers once a month and a finance analyst building variance reports daily are not billed the same. Billing is based on actual usage.
Give every department head, controller, and executive access to reports without adding per-seat licenses.
As reporting adoption grows across your organization, costs scale with actual consumption, not headcount.

One platform. Plans, actuals, and the reports that tie them together.

Request a personalized demo and see Intelligence on your semantic models.
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