Pull the latest month's actuals from SAP into the Excel budget model automatically.
The budget lives in Excel and actuals are pulled from SAP by hand each month today. Datarails connects the Excel model to SAP so the latest actuals refresh into the same workbook automatically, keeping the familiar Excel layout while removing the manual export-and-paste step.
Roll the refreshed model into a concise monthly leadership summary.
Assemble the MIS pack once so it refreshes each month instead of being rebuilt.
Draft management commentary on the variances with FP&A Genius, then refine it.
Model a reforecast alongside the base budget and compare outcomes.
Open your budget workbook with the Datarails add-in enabled in Excel.
Select the actuals sheet or the cells mapped to SAP accounts.
Click Refresh in the Datarails ribbon to pull the latest month's actuals from SAP.
Confirm the period is correct and the figures have updated.
Save; the refreshed actuals are now available for variance analysis and reporting.
Imagine [your company] closes the books for [month] on the [day]. 1. You open [budget workbook] in Excel. 2. You click the [actuals sheet], which has cells mapped to SAP accounts. 3. You click Refresh in the Datarails ribbon. 4. The figures populate the mapped cells. 5. You verify that the period matches the latest closed month. 6. You save the file.
In the Datarails Excel add-in, select the actuals range mapped to SAP and click Refresh to pull the latest month's actuals into the budget workbook, keeping the existing layout.
Turn the consolidated model into live dashboards that refresh with the data.
Consolidate revenue from Salesforce, SAP, and Excel into one model without manual merging.