Tips for streamlining spreadsheets
Hello - I am looking for any tips, best practices, or success stories of folks using spreadsheets successfully for financial reporting disclosures in Wdesk. Are there testimonials posted elsewhere in the Community or any helpful videos from an Amplify event of success stories, particularly if and how cross sheet formulas were utilized to bring in data from a primary spreadsheet to support tables and other disclosures in the 10Q/10K document?
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1. Get a clear understanding on how do you want the data to flow - where is the first point of contact. Normally you'd store all your information in a WData table
2. Create an "incoming connection" your spreadsheet that will read and pull the info from that Wdata table, probably doing some additional mapping/structuring/filtering via a query
3. Build your disclosure notes calculations so everything that is variable to be formula driven.
4. Create a "user friendly view" of these notes in the spreadsheet
5. Link all your notes to the Doc file. Try to avoid manual input of numbers in the Doc file.
Again - most important thing is to understand where your data input is happening and avoid many various places where users need to manually input stuff.
Build the structure in such a way that is easy to explain and understand.
Good luck!
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