Having come from some other budgeting & planning tools, we'd like to share some automation/self-service techniques we learned along the way but translated into Vena!
(Please keep in mind that this post assumes a working knowledge of Vena templates in the Vena Manager role!)
Let's look at a common situation we've seen with clients where there are a large number of accounts, but most are only relevant to specific departments and entities. Then when users try to work on their budgeting or forecasting, they see a ton of irrelevant empty accounts that clutter up the workspace and take focus away from the ones they need to work on. Here's a screenshot of what a typical user could see. Can you easily find all the accounts that need to be forecasted?
Applying zero suppression (such as with MDR) is likely the first thing that comes to mind. While it may work in many cases, situations can arise where zero suppression can also eliminate accounts we actually want to keep. Examples include needing to budget/forecast under brand-new accounts that don't have any history yet or a particular department needing to budget/forecast under an account it hasn't used before.
Now let's look at one way to get around this and apply zero suppression while keeping relevant empty accounts. First, let's set up the template/model:
Next, let's give users a way to mark specific accounts as "Valid" on their own without needing modeler/manager support:
Finally, we need to enable zero suppression on the main template tab (for example, using MDR), and users can now choose which empty accounts they want to show up on their specific template without manager/modeler support. Just remember to "Save Data" and "Refresh" after marking new accounts as "Valid".
While we used accounts as the example in this post, this technique can be more generally applied to any blank rows/records you want to keep while enabling zero suppression. We hope this helps generate some ideas around leveraging Vena for automating and enhancing the budgeting/forecasting process! Please let us know if you have any thoughts or questions about the technique we've outlined today.
This post will be the first of many, so stay tuned for more!#12DaysofVena #GiveAndGetHelp
Great post and tutorial, @Qin Chen! True that the layout of what a team sees can be a blocker for adoption across the org - establishing clarity around target accounts for the budget contributors is an easy fix as you've pointed out in this walkthrough.Thanks for sharing your knowledge + experience with us all!! You and the team at KCM Solutions are a fantastic Vena partner with deep expertise.
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