Planning Application with Microsoft Excel and SQL Server

This e-book shows how to configure a planning application built with Microsoft Excel and SQL Server.

You may download the source codes, install the application into your database, and repeat all the steps.

If your company uses Microsoft Excel to get and share business data, you may save a lot of time and money.

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We will do typical steps for such class applications:

  1. Configure dimensions.
  2. Configure members.
  3. Configure forms.
  4. Configure permissions.
  5. Import budget and actual data.
  6. Copy budget and actual data to forecast.
  7. Distribute workbooks to users.

As a result, your business users may use forms like this to work with source and consolidated data:

Budget vs Forecast in Excel

I hope you will enjoy reading and become a fan.

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Best regards,

Sergey Vaselenko