Is there an Excel Add-in Data Entry training manual or video?

Will Lasher

Does anyone have a video or training document on how to use the Excel Add In Data entry feature? I'm trying to load budgets to BFC and would prefer to use Excel rather than flat load files.

Neha Hasija

Hi Will,

Please refer to board manual, this might be useful :

https://www.boardmanual.com/prev-man/

Zachary Turner

Hi Will!

There are Excel Add-in tutorials available in the Board Academy in the Board 12 Product Resources course. Follow the link below and scroll down the left hand side column for the different lessons. There is one lesson available in the Board Spring Release 2021 and Knowledge Transfer_CHANNEL sections of the course.

https://academy.board.com/board-product-tutorial

Samson Sunny

Hi @Will Lasher,

The following video from the Board 10 Product Tutorial in Board Academy explains the exact Data Entry feature with Excel that you are looking for.

https://edu.board.com/board-10-product-tutorial/15436

Though the video is from the Board 10 product tutorial the functionality remains the same in Board 12 too.

Also you can find more about the excel add-in data entry feature in our old Board 10 manual

https://www.boardmanual.com/prev-man/