Importing Financial Models
- Elijah Passmore
PRODUCTION
- 1 Set Up
- 2 Guide
- 3 Merge Methods
Set Up
This guide assumes the following:
The user has a financial model that they wish to import from in the AMS.
The user has both an AMS and 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.
Save or export the financial model to a compatible format to use with Google Sheets. The most common are
.xlsxand.ods.If this is a new financial model, then create a blank sheet. Otherwise, open the existing Google sheet.
Creating a new blank sheetGo to File → Import, and then to the Upload dialog. Upload the financial model you have created. You will be prompted to select an import location. Select Replace spreadsheet.
Uploading the financial modelMake sure that the document is shared with the Google account
asset-management@ecogy-energy-1525557121456.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.Once imported, make sure that all of the data inside the AMS EXPORT tab is as expected.
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.
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. | PF: { a: 1, b: 2 }
FM: { a: 2, b: 3, c: 4 }
= { a: 2, b: 3, c: 4 } |
| 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 } |
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