Tom S

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Articles

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  • Fixing Excel Upload Errors from SharePoint or Network Drives to Catalyst

    Seeing an error when uploading data from an Excel file connected to EBM into Catalyst? This guide explains why files saved in SharePoint or other network drives cause issues, and the steps you can ...

  • How to Refresh Cubes in Excel

    Refreshing cubes in Excel is essential to ensure that your data is up-to-date and accurate. Whether you prefer a streamlined approach through the EBM Office Bridge Ribbon, navigating the Data tab...

  • Configuring prior year net income roll forward

    In this article, we will discuss how to ensure that your beginning balances are automatically calculated from the prior year and how to roll forward prior year net income into this year’s retained...

  • How to find a missing account in your Excel cube

    If you have an account that you know exists but cannot seem to locate it within your Excel cube, there's no need to worry. This guide will help you understand the possible reasons behind this issu...

  • Troubleshooting quantity and gross sales upload errors

    If you've encountered an error message when attempting to upload quantities and gross sales in the Planning Module, you're not alone. This article will help you understand why this error occurs an...

  • How to restrict access to your hierarchies

    Ensuring that your data remains secure and accessible only to the right people is a critical aspect of managing financial information. This help center article will guide you through the process o...

  • Your Catalyst Quick Start Guide

    Welcome to Catalyst! This guide walks you through the essential features of the platform—from navigating the interface and accessing support to managing users, running reports, and planning your fi...

  • Microsoft Visual Basic Run-time Error

    Error Message: Microsoft Visual Basic Run-time error 2147... The operation timed out. File upload error - Operation Times Out Description: When attempting to upload to EBM from Excel, the operatio...

  • Account Mapping

    In the realm of accounting and data management, the "mapping of accounts" refers to the systematic process of categorizing and assigning hierarchy levels to unclassified or unassigned accounts wit...

  • Introduction to Power BI for Catalyst

    Power BI is Microsoft's business intelligence platform that transforms data into interactive visualizations and actionable insights. As a Microsoft Partner, EBM integrates Power BI with Catalyst to...