excel budget load upload tool for oracle e-business...
TRANSCRIPT
Product Datasheet:
Budget Wand 5.4
Key Features
•Excelbased
•GLWandadd-on
•LoadBudgetfunction
•Freeformatlayout
•Real-timevalidation
•Real-timeerrorcorrection
•Pre-integrated11i/R12
•Oraclesupportedloads
•Supportforbudgetjournals
•Multi-book,multi-budgets,singlesheetflexibility
About Budget WandBudgetWandallows Excel tobeusedas the frontend to theOracleGeneral Ledger Budgeting functionality. With Budget Wand, OracleFinancial users can meet their important financial budgeting andforecastingrequirements,allfromwithinExcelandwithminimaleffortandsetup.BudgetWandisusedforcreatingandeditingmodels;distributionandcollectionofbudgetvaluesandforvalidationandupload.
Create or Edit Budget Models
BudgetmodelsareExcelworkbooksthattypicallycontainamixtureofActualandBudgetsvalues,formulaeandformattingaswellascellsforentering new budget values. Actual and Budget values are reportedusingGLWand’sGetBalance functions,and,entrycellsare linkedbythe Load Budget function. BudgetWand togetherwith Excel enablesflexible user defined layouts containing any combination of Actuals,Budgets,PeriodsandBooksasrequired.
Budget models contain refreshable functions linking cells directlyto Oracle thereby extending the life of a budget model. BudgetAdministrators can easily create comprehensive excel basedmodels,and reuse themannually or during themultiple iterations typical of abudgetingorforecastingprocess.
Excel Budget Load Upload Tool for Oracle E-Business Suite
CompatiblewithMicrosoftExcel2003-2013
Convert Get Balance FunctionBudgetWandincludesfunctionalitytoconvertexistingGLWandGetBalanceformulaeintoaLoadbudgetfunction.ExistingGLWandreportscaneasilybeextendedtoincludecolumnsforbudgetentry.
DistributionBudgetmodelscanbedistributedindividuallytobudgetownersforbudgetentryviaemail,ormasscreatedanddistributedusingtheincludedReportManagerFunctionality.BudgetWandwillsupportbothcentralanddecentraliseduploading.
Distribution Budget models can be distributed individually to budget owners for budget entry via email, or mass created and distributed using the included Report Manager Functionality. Budget Wand will support both central and decentralised uploading.
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Key benefits
• Easy to use• Flexible • No implementation• Rapid deployment• Comprehensive modelling
capability• Reusable templates• Refreshable templates• Minimal training• Minimal IT involvement• Faster budgeting, forecasting
cycles
Availability
• Supports Oracle 11i/R12• Included with the GL Wand
installation from version 3.86• Licensed as a cost plus option
Convert Get Balance function
Budget Wand includes functionality to convert existing GL Wand Get Balance formulae into a Load budget function. Existing GL Wand reports can easily be extended to include columns for budget entry.
Load budget parameters for Budget update
Get Balance function
Budget Name
Budget Org
Optional parameters for Budget Journals
Journal Category
Journal Name
Journal Line Description
Validate & Upload Range, Sheet or All workbooks This process validates cells containing Load Budget formulae. Once complete, the user can upload the values into Oracle and automatically initiate the concurrent requests for budget journal upload, or budget value override. The validation process will check and report on the following errors.
Function based validations
Budget Org exists
Budget Org active
Budget name valid
Budget not frozen
Budget active
Budget input value validity
Server side pre-load validations
Segment security rule test
Load budget formula is unique
CCID allows budgeting
Account is enabled
Account is active
Currency is valid
Account assigned to Budget Org
Budget Wand Data SheetExcel4apps product overview
About Excel4apps
Excel4apps is a provider of best-in-class Excel based reporting software for Oracle & SAP users. Its award winning GL Wand products help Oracle & SAP financial professionals save time by delivering accurate and secure information in the familiar Excel environment. The company serves a broad range of industries, including financial services, education, utilities, insurance, hospitality, manufacturing and engineering. All products are available for immediate download and free trial, installing in minutes with no data warehouse and no additional hardware, setup or security configuration needed. Excel4apps maintains offices in the United States, United Kingdom, Australia, United Arab Emirates and South Africa.
New Features in Version 5
•Createcodecombinationfunctionality
•Budgetvalues:Enterasposiviteornegativeoption
•Automaticjournalposting•Autostartjournalimport
Load Budget Function
Budget collection templates arebuilt around the Load BudgetFunction,allowingactivelinkingofbudget entry cells to aparticularbudget and account. Oncevalues have been entered theycan be submitted for ValidationandUpload.
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Validate & Upload Range, Sheet or All WorkbooksThisprocessvalidatescellscontainingLoadBudgetformulae.Oncecomplete,theusercanuploadthevaluesintoOracleandautomaticallyinitiatetheconcurrentrequestsforbudgetjournalupload,orbudgetvalueoverride.Thevalidationprocesswillcheckandreportonthefollowingerrors.
Benefits
•Easytouseandflexible•Noimplementation•Rapiddeployment•Comprehensivemodellingcapability
•Reusabletemplates•Refreshabletemplates•Minimaltraining•MinimalITinvolvement•Fasterbudgeting,forecastingcycles
Availability
•SupportsOracle11i/R12• IncludedwithWands5•Licensedasacostplusoption
Distribution Budget models can be distributed individually to budget owners for budget entry via email, or mass created and distributed using the included Report Manager Functionality. Budget Wand will support both central and decentralised uploading.
page 2 of 2
Key benefits
• Easy to use• Flexible • No implementation• Rapid deployment• Comprehensive modelling
capability• Reusable templates• Refreshable templates• Minimal training• Minimal IT involvement• Faster budgeting, forecasting
cycles
Availability
• Supports Oracle 11i/R12• Included with the GL Wand
installation from version 3.86• Licensed as a cost plus option
Convert Get Balance function
Budget Wand includes functionality to convert existing GL Wand Get Balance formulae into a Load budget function. Existing GL Wand reports can easily be extended to include columns for budget entry.
Load budget parameters for Budget update
Get Balance function
Budget Name
Budget Org
Optional parameters for Budget Journals
Journal Category
Journal Name
Journal Line Description
Validate & Upload Range, Sheet or All workbooks This process validates cells containing Load Budget formulae. Once complete, the user can upload the values into Oracle and automatically initiate the concurrent requests for budget journal upload, or budget value override. The validation process will check and report on the following errors.
Function based validations
Budget Org exists
Budget Org active
Budget name valid
Budget not frozen
Budget active
Budget input value validity
Server side pre-load validations
Segment security rule test
Load budget formula is unique
CCID allows budgeting
Account is enabled
Account is active
Currency is valid
Account assigned to Budget Org
Budget Wand Data SheetExcel4apps product overview
About Excel4apps
Excel4apps is a provider of best-in-class Excel based reporting software for Oracle & SAP users. Its award winning GL Wand products help Oracle & SAP financial professionals save time by delivering accurate and secure information in the familiar Excel environment. The company serves a broad range of industries, including financial services, education, utilities, insurance, hospitality, manufacturing and engineering. All products are available for immediate download and free trial, installing in minutes with no data warehouse and no additional hardware, setup or security configuration needed. Excel4apps maintains offices in the United States, United Kingdom, Australia, United Arab Emirates and South Africa.
“Budget Wand is much simpler to use than ADI when loading budget amounts into Oracle financials.”
Budget Administrator Avista Corporation
As Budget Wand is Excel based, minimal training and IT involvement is required.
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©2013Excel4apps.Alltrademarksarethepropertyoftheirrespectiveowners.
Excel4appsisabest-in-classproviderofExcel-basedreporting,inquiry,andbudget-loadingsoftware for Oracle and SAP. Designed forfinance professionals, its award-winning GLWand, Reports Wand and Budget Wandproducts easily and securely deliver real-time ERP data using Microsoft Excel® tosave reporting time and effort. Excel4appsservesover13,000OracleandSAPusersin62countries,with offices inAustralia, the UnitedStates,UnitedKingdom,UnitedArabEmirates,Singapore,andSouthAfrica.
For More Information
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InadditiontoGeneralLedgerreporting,Excel4appsofferstwoadditionalsolutions:BudgetWandandReportsWand.
GL Wand 5Excel-based financial reporting solution for Oracle E-Business Suite
GL Wand 5 is in a new Java based frameworkand enables highly efficient and secure financialreporting,shortermonthends,andfasterrefresheswithad-hocinquiryanddrilldowns.
Reports Wand 5 (Coming Soon)Manipulating data in real-time from Oracle areas such as Projects, Supply Chain or HR
Reports Wand for Excel based real-time Oraclereporting offers incredible flexibility in terms offiltering, sorting, formatting and refreshing real-timedataintoExcelfromanyOraclemodule.
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Additional Solutions
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