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  • 1.  EXCELERATE =SUM(it) | Vena Finance-Led Planning and Analysis

    Posted 05-02-2022 17:31

    Abstract: Take a deep dive into Vena budgeting, forecasting and reporting in the grid you know and love, Excel, with Microsoft 365 and Power BI Embedded. Tune in on Monday, May 9 at 1:30 PM EDT!

    Excelerate =SUM(it) 2022

    Be sure to ask any questions before, during, and after the demo in this thread!

    #Excelerate2022 #VenaTips #Planning #Analysis #PowerBI


    Jon Paul
    Director, Content & Communications
    Vena Solutions

  • 2.  RE: EXCELERATE =SUM(it) | Vena Finance-Led Planning and Analysis

    Posted 05-19-2022 10:15
    Hi Jon,

    @Megan Gonyea had a question about the template used in this session. She was wondering if it was customized at all as she downloaded the free template online and it has some differences.

    Any insight you or the team could provide would be great!


    Glen Camden Camden
    Vena Solutions

  • 3.  RE: EXCELERATE =SUM(it) | Vena Finance-Led Planning and Analysis

    Posted 05-24-2022 21:09
    Hi @Megan Gonyea,

    Nice to meet you. The 4 MS Excel templates in this session we've made available for free are: Budget vs Actual Report, Operating Budget, What-If Analysis, and Workforce Planning templates.

    As these templates are disconnected from Vena, we've tweaked and tailored them slightly so they could function stand-alone. For most templates in the library we've stayed true the templates you'll find in our pre-configured solution packages.

    Hope that helps. Feel free to contact me if you have any questions or thread the conversation here.

    Frank Del Pinto
    Sr Director Product Marketing
    Vena Solutions