A new feature in v3.90,
allows users to integrate their existing calculation based worksheets in
minutes, with just a few keystrokes. The idea for this came from a new
customer deciding to move their existing budgeting solution into
PerpetualBudget to gain greater automation and data control. The challenge
they were facing was how to replicate in PerpetualBudget their complex method
of calculating revenues from sales and expenses directly derived from these
Our first thought was a new template. This turns out to be
impractical given the complexity of most calculation worksheets and the
thousands (millions!) of developed worksheets that already exist.
The solution came to us when we examined our method of
drilling down from a detailed P & L worksheet to lower levels. The program
allows you to "point" a line item row to a separate worksheet containing
detailed data and bring the summarized totals to the P & L. Bingo, the light
bulb went on.
Our solution to integrating complex calculation worksheets
into PerpetualBudget is to annotate lines of interest with IDs and assign
these rows to accounts in the detailed P & L (of any profit or cost center).
When the P & L is rebuilt (...PB builds everything on-the-fly using the pbNOW
engine), these lines get populated with formulas that indirectly "point" to
the lines in the calculation worksheet and the data is rolled up to the P & L
sheet. Simple, but totally automatic, seamless and updateable. This technique
is memory intensive but memory is cheap.
If your existing budgeting solution depends heavily on
unique calculations to project revenues or expenses, you can move to
PerpetualBudget with a few keystrokes.
Read more about the features of