Consolidate forecasts
Using Power Query
South West Yorkshire Partnership NHS Foundation Trust, North East and Yorkshire, Mental Health
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South West Yorkshire Partnership NHS Foundation Trust, North East and Yorkshire, Mental Health
The team need to quickly consolidate the forecasts from each individual care group to meet both internal and external deadlines. Otherwise, time would be spent on manual processes rather than value added activities, such as review and challenge.
How might we reduce the time spent manually consolidating our detailed forecasts so that more time can be spent reviewing and validating the assumptions with budget holders?
The outputs are:
All the documents and resources relating to this innovation can be found in the downloads section at the bottom of the page.
Read now“By successfully implementing the automation and standardisation of an overly manual process, this organisation has enabled their finance team to offer a better service to the rest of the organisation and used a tool that could be applied elsewhere in the trust.”
“Use of software that is available to all trusts. This can be rolled out quickly and adapted”
“This is a no brainer, power query is the best of excel and everyone should making use of it, especially when consolidating multiple data sources”
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