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ID40 - Budgets Import Utility Overview & Sample

Easy to use utility to push your budget(s) into eAuto.

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Overview

Overview

Easy to use utility to push your budget(s) into eAuto. This process will populate an Excel spreadsheet with historical data that you can edit to create a budget for each year. The data is stored in eAuto as well as our tables and available in our Power BI dashboards, eViews etc.

Budget by month, by branch, by Dept, by GL code, you decide how detailed you want it to be and how many budgets you want for each year.

Run Schedule:  On Demand

 

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Sample

Sample

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Variables

Variables

This alert has no variables

 

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Alert Functionality

Alert Functionality

1. By using our Import Utility, you can easily build your budget from existing financial data in eAuto. 

Our Power BI ID770 Financials Reports will automatically pick this budget detail out from eAuto with each refresh completed o ID770.

Steps

Steps 

Step 1: Subscribe to alert ID40

You MUST be subscribed to and received notice from us that the install is complete before moving any further. We will install background procedures before anything below will work for you!

Step 2: Download Excel Workbook/Import Utility

At bottom of this post, you will find excel workbook to download to your PC. This should be downloaded to the PC the budget will be created on. Your IT will need to provide credentials and create a SQL user once, then end user creating budgets can go to Step 5 anytime budget updates are needed.

The following two steps to be completed by your IT:

Step 3: Enter Credentials on Worksheet named 'Settings'

Please use this video for instructions on Step 2 and Step 3:

Credentials on 'Settings' Worksheet:

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(1) name of CEOJuice database (almost always is CEOJuice!)'

(2) Enter name of server your eAuto resides on 

(3) Leave Yes listed in Other Settings section

Step 3: Create SQL User in SQL Server Management Studio

This SQL User is to be given specific permissions to specific tables in the database. This SQL User and password will be needed for the individual creating budgets. Please use the text document named "ID_40UserCreateScript  " at the bottom of this post to create user. 

SQL User to entered here:

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Step 5: Create your budget(s)

Watch this video for instructions on how to create Budget(s)

 

Brief recap:

Make sure your 'Settings' worksheet correct reflects the CEOJuice database name and the server name your eAuto database resides on:

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Go to 'Budgets' worksheet, select Refresh:

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Enter the SQL User and Password created for this process:

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Now you will see any/all eAuto Budgets. You should not see anything here if you have never entered Budgets into eAuto or not used this utility before:

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Go to 'Budget Menu' worksheet, enter values on 'CREATE' row (in green) to create new budget. Number and Name the budget, select the Source Year (this pulls in your financials from that year, so perhaps last year?), enter to year (ideally 1-year out from your Source year). Then enter % increase or decrease in Revenue, Expense, and COGS. (105 = 5% increase over last year and 97 = 3% decrease over last year, 100 = no change over last year).

Once entries completed, select 'EDIT' (row in yellow).

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Then go to 'Budget Detail' Worksheet. Make edits and select Update and Insert:

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You will see your Budget here in eAuto:

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Related Alerts

Related Alerts

ID770 - Power BI Financial Report (with budget)

 

 

 

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