Training: Getting Started with Acterys Excel Integration and a Power BI data set

This video is packed with essential insights to seamlessly connect your Excel to the Acterys database, unlocking a new realm of possibilities for financial analysis and strategic planning. Discover the straightforward process of installing our Excel add-in, compatible with both 32-bit and 64-bit versions, and learn how to leverage the power of Acterys with your Excel spreadsheets.

Key Points Covered:

- Quick installation guide for the Acterys Excel Add-in, ensuring compatibility with your version of Excel.
- Step-by-step instructions on connecting Excel to your Acterys database for advanced analytics and planning.
- Tips on activating write-back features for dynamic budgeting and forecasting directly within Excel.
- How to use pivot tables for comprehensive data analysis, providing deeper insights into your financial data.
- Best practices for entering and adjusting data, utilizing Excel's powerful calculation features for effective financial planning.

⏳ In this video:

01:00 Installing the Acterys Excel Add-in tailored to your Excel versio
02:00 Connecting Excel to your Acterys database for enhanced analytics and planning.
03:00 Activating write-back functionalities for real-time budgeting and forecasting.
04:00 Utilizing pivot tables for dynamic and insightful data analysis.
05:00 Tips for entering and adjusting data within Excel for accurate financial planning.
06:00 Demonstrating the process of financial planning and budgeting within Excel.
08:00 How to commit your changes to the Acterys database directly from Excel.

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