Introduction to Planning Application

Introduction to Planning Application

If your company uses Microsoft Excel to get and share business data, you have to continue reading.

You may get great benefits and save a lot of time and money.

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

The application uses the SaveToDB Enterprise add-in for Microsoft Excel to work with SQL Server.

You may download the trial version of the SaveToDB add-in and the source code of the planning application to install it in your environment.

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:

User forms of planning application in Excel

 

I hope you will enjoy reading and become a fan.

Best regards,

Sergey Vaselenko

November 3, 2017

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