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🙏

likehelpful
Posting as :
works at
You are currently posting as works at

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.

like

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.

like

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.

like

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?

like

Alteryx or Knime can help as well.

like

do u use them?

like

PM1 & VP1: this is the way.

like

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

Related Posts

What’s been the most helpful thing you’ve done to get you out of a depressive episode?

like

Would you rather go to a smaller agency and work fully remote, or go to a very large financial company (talking 10,000+ employees) which the company policies are very by the book? This is for a social role. TIA!

like

Can I get a dummy version of what I’m supposed to do once I send the GI Bill rating letter from the VA to my school? I sent my VA letter to my school and they confirmed they received it. But it’s been crickets for 3 weeks now. Aren’t they supposed to sent paperwork to the VA? School starts in Aug.

like

How did each agency celebrate the Christmas season? :) Wishing you all a good rest ahead!

Hi, I'll be joining Wipro 28th September. Any idea when I'll get hike? 2023 or 2024?

Dumb question warning - How are new medical procedures approved and assigned CPT codes?? Is there a world in which we could add/reclassify different variations of abortion codes to create more exceptions in the strictest banned states?

like

EY PAS said that they can’t offer more than 115k for senior associate in Chicago. I find that ridiculously low since accenture t&o is offering people 140k to join as a consultant. It is from my understating that ey associate is equal to analyst and sr analyst at Accenture. Then senior associate is equal to consultant/ sr consultant. What am i missing here?

like

Hello All.

Is this a good time to try and change companies or is it best to wait and see how the recession will affect the markets?

like

Hey all. Seeing a lot of posts here of people sharing their "books". As a marketing strategist looking for a new opportunity, what is essential to include in a book? My work isn't exactly flashy like a designer's might be. Should I put some of my case studies together? Do you all host your books online? Any tool recommendations for creating these?

helpful

Really inspiring but is a big Dior tote bag really necessary?

Post Photo
funnylike

Any benefits if we complete wings 1 assessment..?

likesmart

How important is it to diversify your index funds? I have mainly large cap US funds, but wanted to see if it’s suggested to diversify into small/mid cap and international. If so, what are some good ones?

like

Are you all seeing a huge increase in Recruiters salaries in the UK? How much is your company paying on an annual basis?

like

I think my MD got to where he is now based solely on flattery and politics.

like

Hi all, how long did it take for you to get to equity partner after MBA? Where you in MBB pre-MBA?

like

Hello All,
I am looking for an onsite opportunity particularly in EU. I have 6+ years of experience with knowledge in various domains like SASE, CASB, MDM, DLP, Networking, Servers, Virtualizatio, AD, and more.

like

Long shot—but does anyone know compensation and culture at Fisher Phillips’ Louisville office?

like

How do you deal with the stress of demanding clients, bosses, etc? I’m on a small team in a stretch role where I get multiple urgent asks from my Partner and clients each day, and never quite feel like I know what I’m doing. I know this is part of the learning process, but I get anxious hearing an outlook notification, and am constantly stressed that I’m not doing a good job

like

Hi fishes
Currently have a data analyst offer from Groww(16.5 CTC).
Yoe-1.5 yrs
Tier 1 college (NIT).
Is it the max I could get, or should i try some more.
Can anyone suggest any specific companies which i should try?

like

Additional Posts in Excel Genius

Best pdf to excel converter?

like

At my old firms when I would be using excel and modeling using the font schemes (blue, green, black for hardcode, link, and formula) I could use the “control shift ;” to shift through the schemes. My new firm doesn’t do this. Does anyone know why the shortcut would be different and how I can add it back?

like

Is there a way to simultaneously merge spreadsheets (or workbooks) and decide which columns/rows to update without a third party tool?

like

Is there a way to consolidate non numerical data from multiple excel sheets into one master sheet?

like

Our system is really lacking and we do a lot of work outside of it to track data. Currently I’m using Excel to track data from multiple resources, however, it’s so manual and prone to error. Any suggestions to keep the data clean when I have to pull info from multiple places? I’m constantly auditing and we won’t even look at getting a new system until next year :(

Hi! I have knowledge of pivot tables, vlook ups. But I'm rusty on if statements and would like more knowledge on excel formulas. I'm looking for excel classes to take online. Any suggestions?

like

Need some help. Is there a fax function (Filter) so that if I want my subtotals to show a number but nothing below it to report. One expansion of a row the subtotals show but no numbers below it.

like

I’m trying to go back to the basics. How do you guys structure thoughts around identifying the correlation between 2 variables? A basic example: the number of steps I take in a day and the hours of sleep I got that night.

like

Ok, using excel is not a primary function for my role (this will be very obvious shortly...) So please be kind! On my sheet, in the first and third columns, I have lists of reference numbers. In the second column I have a client name. I already identified the duplicates in the first and third columns using conditional formatting.What I need to find now is column 2 value, whenever value in column 3 is identified as duplicate. Problem is, I have over 120k rows of data so I can't filter! Help!

like

Hey Geniuses! I apologize in advance if this question has been asked before, I'm new here and just trying to learn as much as i can. Does anyone know a great source to learn Macros for beginners. I would like to create one for work. I appreciate it

like

Hi team i have a bit of doubt.
I have an excel sheet where column A is the order numbers. I want to add comments in column G.
There are many repetitions in order numbers but they are all sorted in ascending so all the repetitions are below one another.

If i have a comment, how can i automatically paste that same comment in all the repetitions of that order numbers if i write it in the 1st instance.

Thanks in advance

like

Any recommend courses (coursera, edx, etc.) people would recommend for user with intermediate experience with excel?

like

I want to create a heat map of when people are unavailable with day of week as the columns and hour of day as the rows. I have start times and end times, how can I use this data to create the map?

like

Hey, tips for where to look for good excel cheat sheets online? :)

What are your top Excel ninja tricks? Ones that few people know...

like

What are the most typical models you all build

likehelpful

A lot of the work at my new employer is quite redundant and can be automated via macros. What are some of the best resources to learn vba?

like

Does anyone know how I can conditionally format a table with a sliding scale? I have a value that is supposed to fit in a range. I need the first possible range the number can fit in to be formatted. Thanks

likehelpful

[shortcut genius] how can I use a keyboard shortcut to simulate the double-click on the cross in right low corner that extend your formula only to the row you need (ctrl+d will go too far)

likehelpful

Google Sheets vs Excel - pros? cons? differences?

likefunnysmarthelpful

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal