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Budget Upload

  • 1.  Budget Upload

    GOLD CONTRIBUTOR
    Posted 27 days ago
    ​​Good morning.  I am attempting to upload data from Excel into a GP budget using the budget wizard for Excel.  The first error I receive states that the number of budget periods does not equal the number of Excel columns.  Has the template for upload changed?  We have Account, Description, Beginning Balance, a column for each month and a Total column.

    When I attempt to then access the Excel worksheet, I receive the message below regarding the worksheet.

    Any ideas on what is going on?  Thanks, Tracy



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    Tracy Yaklyvich, MBA
    Controller
    American Society of Health-System Pharmacists
    Bethesda MD
    tyaklyvich@ashp.org
    ------------------------------
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  • 2.  RE: Budget Upload

    GOLD CONTRIBUTOR
    Posted 27 days ago
    Hi Tracy,

    Using the Budget Wizard for Excel, can you create a Blank Budget and use that as your 'template' instead?





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    Ryan Galang
    BTP Technologies LLC
    Chantilly VA
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  • 3.  RE: Budget Upload

    GOLD CONTRIBUTOR
    Posted 27 days ago
    I had the same issue.  After looking at the columns the creator had added a small column or two for readability.  I agree that you may want to export out a blank budget to assure you have the exact number of columns.

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    Michael Taranto, CPA
    President
    ERP Consulting, LLC
    Pataskala, OH 43062
    614-342-0098 mtaranto@erpconsultingLLC.com
    erpconsultingllc.com
    ------------------------------

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  • 4.  RE: Budget Upload

    GPUG ALL STAR
    Posted 23 days ago
    Tracy

    Check the column headers in your excel import file.

    Sometimes GP experts out dates as your headers. There import routine can not process dates as labels.

    Change the headers to just month names or periods 1 -period 12
    And then try re-importing.

    Zubin

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    Zubin Gidwani
    Founder
    Dynamic Budgets
    San Francisco-Bay Area CA
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    GPUG Summit - Post


  • 5.  RE: Budget Upload

    Posted 8 days ago
    Tracy,

    I ran into the same thing today.  Make sure:

    1) Your headers are the same as the budget template
    2) Your headers are in "General" format (used to be it had to be in text)


    ------------------------------
    Kim Chambers
    TROSA
    Durham NC
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    GPUG Summit - Post


  • 6.  RE: Budget Upload

    TOP CONTRIBUTOR
    Posted 7 days ago
    Hey @Tracy Yaklyvich, MBA
    What we will do if our customers have issues with the operations people changing the template format is to put the template on Sheet2 of a spreadsheet, copy it to Sheet1, use basic formulas to link the two sheets then hide Sheet2.

    That way if they change something they shouldn't on Sheet1 they don't mess up the template.  When you unhide Sheet2 and look it over, any major changes they make will throw out issues with your calculation so they should show up fairly easily.

    Thanks
    Windi​

    ------------------------------
    Windi Epperson
    President/GP Senior Consultant
    Advanced Integrators, Inc.
    norman OK
    405-946-1774 ext. 102
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