Am I the only one frustrated with the process of collecting, reviewing, and consolidating data from other departments for my financial forecasts, budgeting, and reporting spreadsheets? Would love to discuss solutions🙏

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Streamline the process. Have the same template for whoever you need the forecast from, put them in a Sharepoint w/ individual permissions, have them fill the file out, then powerquery it up.

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I would second this solution. I'm doing the exact same thing as I work on my team's piece of next year's plan.

If you're not going to take the PowerQuery route, I would set the template up exactly in the same order that you would apply it to in your model. It makes things a ton easier when copying and pasting the data in.

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Try to automate using VBA macros. But if you have to be told that than you probably face a steap learning curve.

Another option might be SQL. Is the data available in a data warehouse? If so then what you want may be just a quick “select”statement away.

Newer versions of Excel feature Power Query, which can do a lot with an easier learning curve than VBA.

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love it! got 15min to chat in the next couple of days?

How do you collect them from each department today? What are the two or three most painful steps in the process?

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Alteryx or Knime can help as well.

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do u use them?

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PM1 & VP1: this is the way.

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Automate as much as you can then invest your time savings in leveling up your skills

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