Ecosuite Docs
  • Ecosuite User Guide
  • Modules
    • Events
      • Creating a SolarNetwork reset event
      • Creating a Service Request
    • Energy
      • Download Datums
      • Asset Hierarchy
    • Economics
      • Economics Module FAQ
    • Data
      • Project
        • New Project Guide
        • Operating Reports
        • Status
          • Project and System Status and Project Flag filtering
        • Importing from Coda
      • Pro Forma
        • Importing Financial Models
      • Audit
      • Raw Data
    • Forge
  • Admin
    • User Management 101
    • Settings
      • Tariffs
  • Ecosuite Terminology
    • Forecasting
  • Ecosuite AI
    • Accessing raw data (e.g. for ML training)
  • Power Dashboard
  • 🏢Organizations
    • Google Integration
      • Getting Started
        • Self Hosted
        • Ecosuite Infrastructure
Powered by GitBook
On this page
  • Set Up
  • Guide
  • Merge Methods
  1. Modules
  2. Data
  3. Pro Forma

Importing Financial Models

PreviousPro FormaNextAudit

Last updated 7 months ago

This is a guide for users who want to import a spreadsheet based financial model into Ecosuite using Google Sheets as a conduit.

Set Up

This guide assumes the following:

  • The user has a financial model that they wish to import into Ecosuite.

  • The user has access to both an Ecosuite and a Google account.

Guide

Importing a spreadsheet into Google Sheets is destructive. If you are unsure, consider making a new spreadsheet or making a copy of the previous one.

  1. Save or export the financial model to a compatible format to use with Google Sheets. The most common are .xlsx and .ods.

  2. Create a blank sheet to receive the spreadsheet model (unless you want to update an existing one, if so, then open the existing Google Sheet to be overwritten).

  3. Go to File → Import, and then to the Upload dialog. Upload the spreadsheet containing the financial model you have created. You will be prompted to select an import location. Select Replace spreadsheet.

  4. Make sure that the Google Sheet is shared with your organizations Google account (it will be something likeasset-management@acmeinc-1425357129436.iam.gserviceaccount.com. You can do this by either sharing the financial model itself, or the drive (or folder) that the financial model is stored in within Google Drive.

  5. Once imported, make sure that all of the data inside the AMS EXPORT tab looks correct (this is where the Ecosuite pulls data from the model).

  6. Within the Data module, go to the Pro Forma tab. Press the import button. If you have not already provided a financial model URL for this project, you will need to enter the URL of the document you just created.

  7. Select your preferred merge method and press confirm. This will put the new values into your form, for you to change or submit.

Merge Methods

Method

Description

Example

1

Overwrite

Overwrite the current pro forma with whatever is in the financial model.

2

Replace

Overwrite any shared values in the pro forma with values found in the financial model. Unique values are kept.

PF: { a: 1, b: 2 }
FM: { a: 2, b: 3, c: 4 }

=   { a: 2, b: 3, c: 4 }
PF: { a: 1, b: 2 }
FM: { a: 2, b: 3, c: 4 }

=   { a: 2, b: 3 }