BFA Supplemental Workbooks

This entry is part 29 of 37 in the series Focus Guide - BFA: Budget/Forecasting/Analysis Worksheet

BFA Report Supplemental Workbook
The BFA Report template is created through the BFA Report Tool to organize the data from the BFA workbook in custom ways in order to produce a BFA supplemental workbook. More information about the BFA Report Tool and the template file it creates is available in the technical white paper The BFA Report Tool.

Other Supplemental Workbooks
The BFA Report Tool simplifies the process of creating a supplemental workbook. However, if you feel confident enough, you can create other supplemental workbooks to use with your budget data. In general, all supplemental workbooks are a means to extract and then rework, reformat (display) and re-purpose data held in the BFA workbook. The Export Named Ranges option on the Spitfire Menu creates a workbook that contains the named ranges used in the BFA workbook, including the index, names, and coordinates references. These named ranges are helpful when creating a supplemental workbook because direct cell references sometimes become obsolete over time, whereas named ranges can be maintained.

To export named ranges in BFA:

  1. Open the BFA workbook from a Budget document.
  2. From the Export ribbon select Export Named Ranges.
  3. Click OK.
  4. When the Named Ranges workbook has been created. click OK.
  5. To access the newly created workbook, find Book1 on the task bar at the bottom of the window.

    OR

    The workbook will contain columns for Defined Name and Range.

 

 

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