Planning Application FAQ

Planning Application FAQ

We need more than seven dimensions. How to add a dimension?

Adding a dimension requires changes to the application database. See a developer guide for this.

 

We need change or add features. How to do this?

The application has open source codes. So, database developers may do this.

Moreover, you may add a lot of features just configuring the SaveToDB add-in.

Please do not hesitate to ask us about your demands.

 

We have a lot of accounts. Will your application work fast?

The application uses standard joins with linear relations to calculate aggregates. So, it should work fast.

 

We have a lot of business users. Will your application work fast?

Business users execute stored procedures to select data on demand and to update the source cube data on cell changes within Excel. These operations are short.

Microsoft SQL Server works with thousands of users. The application should work fast.

 

Can business users work offline?

Yes. See Offline User Forms.

 

Can we use Azure Active Directory integrated authentication?

Yes.

 

Can you port your application to MySQL or PostgreSQL?

This is possible. However, we do not have such plans. Note you may use Microsoft SQL Server Express for free.

 

Can we operate with prices and amounts?

Yes. Just use the Average calculation type for such accounts.

 

Can we operate with the product of prices and amounts?

In the current version, no. The application uses the linear model to calculate aggregates.

However, you may add formula lines below the forms in Excel and just copy results into forms.

Can we operate with conditional formulas like IF THEN ELSE? To calculate taxes, for example.

In the current version, no. The application uses the linear model to calculate aggregates.

However, you may add formula lines below the forms in Excel and just copy results into forms.

 

How to calculate VAT?

Just set the VAT account as a parent and set the factor value as the tax rate in the usp_members form.

 

How to use different calculation models for budgets and actuals? For example, to calculate VAT.

You may use three account members like these:

VAT - set this member as a parent for VAT planned and VAT actual

    VAT planned - set this member as a parent for underlying budget accounts

    VAT actual - import the actual data to this account

 

We need to have the same editable account in several forms. How to do this?

You have two options:

  1. Split the account into multiple accounts for different forms and set the master account as a parent.
  2. Create different row sets for different forms and link the rows to a single underlying account.

 

A business user does not see the required form in the Query List. How to fix this?

First of all, click the Reload Query List button at the ribbon.

If the required form is absent, set the permission to execute the form in the usp_form_permissions form (in the planning-app-admin.xlsx workbook) and then reload the query list.

 

A business user does not see the required rows in a form. How to fix this?

Check and change permissions in the usp_member_permissions form (in the planning-app-admin.xlsx workbook).

 

Sales managers must have cost accounts from production in the same form. How to do this?

A typical structure and permissions for this case are:

TOTAL - no permissions

    SALES - read and write permissions

    PRODUCTION - read permissions

Accounts of sales - read and write permissions

Accounts of productions - read permissions

In this case, sales managers may see data from production.

Also, place the Accounts and Entities dimensions in the row axis of the forms.

Otherwise, if the Entities dimension is on the page axis, the user can work with the sales or production data separately, but not in the same screen form.

 

How to change form formatting for all users?

You may change the default form formatting in Excel.

The conditional formatting rules use values from the following columns:

is_editable, decimal_places, is_percent, row_color, row_bold, and row_indent.

To save formats to a database, use SaveToDB Table Format Wizard.

Users may run the same wizard and load new formats from a database.

See details at https://www.savetodb.com/savetodb/table-format-wizard.htm.

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