Is it best to do Variances in the Document directly or link to a spreadsheet

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Typically we put the change in line items in our MDA in the document. Is it better to do it in the document or in the spreadsheet

3件のコメント

Jonathan Dapeer

2021年09月22日 20:37
We find it best to perform all the math in the document (summations, $ or % variances). Those calculations can be linked from the document back to the spreadsheet to perform additional validations/check figures.
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Jill Yaspan

2021年09月30日 16:34
We perform all of our calculations in a primary spreadsheet, including rounding and check totals. Thus, the amounts in the spreadsheet are linked to the document, including summations and any other calculations.
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Edith Li

2021年10月01日 15:27
Like Jill, we perform our calculations in a primary spreadsheet. We include rounding there as well. That way those calculations update automatically when we update trial balances, those amounts can be linked to other documents quickly and updated from one file, and we can perform validation checks quickly.
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