{"id":205,"date":"2025-04-07T02:01:56","date_gmt":"2025-04-07T02:01:56","guid":{"rendered":"https:\/\/cbi-focus.com\/?page_id=205"},"modified":"2025-05-19T02:30:54","modified_gmt":"2025-05-19T02:30:54","slug":"resources","status":"publish","type":"page","link":"https:\/\/cbi-focus.com\/en\/resources\/","title":{"rendered":"Resources"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Frequently Asked Questions” _builder_version=”4.23.1″ _module_preset=”default” collapsed=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Semantic Model Modes” _builder_version=”4.27.4″ _module_preset=”default”][\/et_pb_heading][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||0px||false|false” custom_padding=”||10px||false|false” global_colors_info=”{}”]<\/p>\n

A Power BI semantic model is a structured representation of data that organizes and simplifies raw data for reporting and analysis. It includes elements like data connections, transformations, calculations, and relationships, serving as a single source of truth for reports across an organization.<\/span><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||0px||false|false” custom_padding=”0px||10px||false|false” global_colors_info=”{}”]<\/p>\n

Power BI semantic model modes refer to the different ways data can be connected and utilized within Power BI. The three main modes are Import<\/strong>, where data is loaded into memory for fast access; DirectQuery<\/strong>, which queries data in real-time without storing it; and Composite<\/strong>, which combines both Import and DirectQuery methods for flexibility.<\/span><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||0px||false|false” custom_padding=”0px||20px||false|false” global_colors_info=”{}”]<\/p>\n

The cBI Focus Planner currently supports both Import and DirectQuery modes. You can download demo reports below.<\/p>\n

[\/et_pb_text][et_pb_heading title=”DirectQuery mode” _builder_version=”4.27.4″ _module_preset=”default” title_level=”h3″ title_font_size=”22px” title_font_size_tablet=”23px”][\/et_pb_heading][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||0px||false|false” custom_padding=”10px||10px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Download<\/a>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”5138c454-be54-4233-bd3b-f8e6a8747976″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”73121f80-a3ef-4484-8763-c3f18e3c56d2″ global_colors_info=”{}”][et_pb_heading title=”Frequently Asked Questions” _builder_version=”4.27.4″ _module_preset=”c33f07d9-41e0-421a-8799-5799df695cce” global_colors_info=”{}”][\/et_pb_heading][et_pb_text _builder_version=”4.27.4″ _module_preset=”2c55a9c4-feed-423b-9edb-ae0b5b365cac” link_font=”|IBM Plex Sans_weight|||||||” link_text_color=”#023047″ quote_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_font=”–et_global_heading_font|IBM Plex Sans Condensed_weight|||||||” header_2_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_3_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_4_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_5_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_6_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” locked=”off” global_colors_info=”{}”]<\/p>\n

Discover answers to the most common questions about the CBI Focus Planner, designed to streamline your planning, budgeting, and forecasting processes.<\/p>\n

[\/et_pb_text][et_pb_accordion _builder_version=”4.27.4″ _module_preset=”73efbc9d-37bf-4f75-b3d8-498640ef079f” toggle_font=”–et_global_body_font|600|||||||” closed_toggle_font=”–et_global_heading_font|600|||||||” body_font=”–et_global_body_font|300|||||||” locked=”off” global_colors_info=”{%22gcid-36fd78a7-34bc-404d-873c-dafa34efaae5%22:%91%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22,%22quote_icon_color%22%93,%22gcid-primary-color%22:%91%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22,%22open_toggle_text_color%22,%22icon_color%22%93,%22gcid-heading-color%22:%91%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22%93,%22gcid-body-color%22:%91%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22%93,%22gcid-3e0ae39b-d026-4173-b444-0c785917aeff%22:%91%22body_text_color%22%93,%22gcid-828accbb-1ed2-407d-95be-20ab4e191566%22:%91%22border_color_all%22%93,%22gcid-30528ded-4073-487d-b445-20b3ec520ef6%22:%91%22open_toggle_text_color%22,%22icon_color%22%93}”][et_pb_accordion_item title=”What is CBI Focus Planner?” open=”on” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ global_colors_info=”{}”]<\/p>\n

CBI Focus Planner is a custom visual for Power BI that provides advanced matrix visualization and extends Power BI with planning capabilities by adding writeback functionalities.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”What are the requirements for CBI Focus Planner?” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ global_colors_info=”{}” open=”off”]<\/p>\n

You need an Azure SQL database (more to come!) with a data model following the star schema.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Where do I get CBI Focus Planner?” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

You can download CBI Focus Planner from the Microsoft AppSource.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Which data sources are supported for writeback?” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ global_colors_info=”{}” open=”off”]<\/p>\n

Currently, focusing on Azure SQL Server. Many more to come!<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Which authentication methods does CBI Focus Planner support?” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ global_colors_info=”{}” open=”off”]<\/p>\n

CBI Focus Planner supports SQL Server Authentication. Windows Authentication is not supported.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”The Power BI service can’t connect to my Azure SQL Database. What is wrong?” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ global_colors_info=”{}” open=”off”]<\/p>\n

You need to allow Azure services and resources to access your Azure SQL Server by configuring the firewall settings in the Azure Portal.
Alternatively, you can whitelist the IP addresses of our backend service and of the Power BI service in the firewall rules of the Azure SQL server. You can use our whitelisting bash script for that. Download it from the download section below.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Which browser does CBI Focus Planner support?” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ global_colors_info=”{}” open=”off”]<\/p>\n

We have tested CBI Focus Planner in the Power BI service running in Google Chrome, Microsoft Edge, Mozilla Firefox and Safari.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Can I format elements in the CBI Focus Planner?” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ global_colors_info=”{}” open=”off”]<\/p>\n

Yes, you can format elements such as grid, font, cell background colors, and text colors. For more details download the user manual in the download section below.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Which planning methods does CBI Focus Planner support?” _builder_version=”4.27.4″ _module_preset=”550abe5c-b505-4d6b-adc7-570bd7cc1217″ custom_margin=”||||false|false” custom_css_free_form=”.selector ol {|| padding-bottom: 0;||}||||.selector ul {|| padding-bottom: 0;||}” global_colors_info=”{}” open=”off”]<\/p>\n

CBI Focus Planner supports:<\/p>\n

    \n
  1. Bottom-up Calculation<\/strong>: This method dynamically updates node values by summing up the values of leaf nodes after each change.<\/li>\n
  2. Top-down Calculation<\/strong>: This method allows for distributing values from top nodes to leaf nodes using different splashing methods including:\n
      \n
    • Equally Weighted Distribution<\/strong>: Distributes values equally among nodes.<\/li>\n
    • Same Value Distribution<\/strong>: Assigns the same value to each node.<\/li>\n
    • Per Quota Distribution<\/strong>: Distributes values based on the ratio of a selected column.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n

      [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”List” _builder_version=”4.25.1″ _module_preset=”default” collapsed=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Resource Downloads” _builder_version=”4.27.4″ _module_preset=”c33f07d9-41e0-421a-8799-5799df695cce” title_font=”–et_global_heading_font|IBM Plex Sans Condensed_weight|||||||” title_text_align=”left” global_colors_info=”{}”][\/et_pb_heading][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_icon font_icon=”||fa||900″ icon_width=”65px” url=”https:\/\/cbi-focus.com\/wp-content\/uploads\/2025\/04\/Documentation-2.0-CBI-Focus-Planner-Editor.pdf” url_new_window=”on” align=”center” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||5px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”][\/et_pb_icon][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” link_option_url=”https:\/\/cbi-focus.com\/wp-content\/uploads\/2025\/04\/Documentation-2.0-CBI-Focus-Planner-Editor.pdf” link_option_url_new_window=”on” global_colors_info=”{}”]<\/p>\n

      Documentation CBI Focus Planner (Editor)<\/p>\n

      [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_icon font_icon=”||fa||900″ icon_width=”65px” url=”https:\/\/cbi-focus.com\/wp-content\/uploads\/2025\/04\/Documentation-2.0-CBI-Focus-Planner-Planner.pdf” url_new_window=”on” align=”center” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||5px||false|false” global_colors_info=”{}”][\/et_pb_icon][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”||0px|||” link_option_url=”https:\/\/cbi-focus.com\/wp-content\/uploads\/2025\/04\/Documentation-2.0-CBI-Focus-Planner-Planner.pdf” link_option_url_new_window=”on” global_colors_info=”{}”]<\/p>\n

      Documentation CBI Focus Planner (Planner)<\/p>\n

      [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_icon font_icon=”||fa||900″ icon_width=”65px” url=”https:\/\/cbi-focus.com\/wp-content\/uploads\/2025\/04\/Azure_SQL_Server_Firewall_Whitelisting_Script.zip” align=”center” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||5px||false|false” global_colors_info=”{}”][\/et_pb_icon][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” link_option_url=”https:\/\/cbi-focus.com\/wp-content\/uploads\/2025\/04\/Azure_SQL_Server_Firewall_Whitelisting_Script.zip” global_colors_info=”{}”]<\/p>\n

      Azure SQL Server Firewall Whitelisting Bash Script<\/p>\n

      [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

      A Power BI semantic model is a structured representation of data that organizes and simplifies raw data for reporting and analysis. It includes elements like data connections, transformations, calculations, and relationships, serving as a single source of truth for reports across an organization.Power BI semantic model modes refer to the different ways data can be […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-205","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/pages\/205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/comments?post=205"}],"version-history":[{"count":56,"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/pages\/205\/revisions"}],"predecessor-version":[{"id":1129,"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/pages\/205\/revisions\/1129"}],"wp:attachment":[{"href":"https:\/\/cbi-focus.com\/en\/wp-json\/wp\/v2\/media?parent=205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}