White Papers & eBooks

8 ways to elevate Excel planning

Solutions for achieving efficiency and accuracy. Explore this guidebook to learn how to elevate financial planning in Excel, including:

  • Solutions for common challenges such as collaboration chaos, cybersecurity risks, and data validation
  • Why real-time insights are critical for quickly identifying risks and opportunities
  • How to move from disconnected spreadsheets to streamlined collaboration
  • Time-consuming tasks that benefit from practical artificial intelligence (AI)
  • Case studies that illustrate each solution
ebook enhance excel en

Accelerate planning and budgeting to react quickly to changes

 

Excel is the primary tool finance teams use for planning and budgeting. However, basic spreadsheets do not have the advanced capabilities they need to react quickly and make decisions confidently – especially in times of economic volatility. When high-performing teams have the tools they need to collaborate better and deliver adaptable plans, they can achieve the decisiveness, confidence, and performance they need to shape the future.

Explore eight common Excel challenges that many teams face and how to solve them to achieve elevated planning.

 

Table of contents
  • 1. Manual data collection from multiple sources
  • 2. Ensuring data integrity
  • 3. Scenario planning “gymnastics”
  • 4. Version control and collaboration chaos
  • 5. Managing workflows and process control
  • 6. Protecting sensitive data
  • 7. Lack of data analysis and reporting capabilities
  • 8. Limited data storage and templates
  • Elevate Excel planning with Jedox