At a glance
Business context
Data Visualization
The need
Disconnected planning and reporting can create competing versions of the same budget. The design challenge was to preserve the usability of Excel while supporting consistent analysis and reporting.
What the solution does
Budget One connects financial planning, analysis and reporting instead of treating them as separate activities. Excel supports the planning workflow, while Tableau and SSRS turn the same governed information into analytical and reporting outputs.
01
Why this needed to exist
Budgeting often spans planning files, analytical views and formal reports. This case focuses on connecting those layers around a shared information source.
Disconnected planning and reporting can create competing versions of the same budget. The design challenge was to preserve the usability of Excel while supporting consistent analysis and reporting.
02
How the solution works
The solution treats budgeting as one information flow. Planning inputs, analytical views and report outputs are organized around the same governed budget structure.
The case combines Excel-based financial planning, Tableau dashboards and SSRS outputs to support connected budgeting with a single source of truth.
Supporting technologies
- Excel
- Tableau
- SSRS
03
What changed
The approved Maven case is the public source for the connected budgeting concept and its visual implementation.
The practical value is a more coherent planning and reporting workflow built around shared budget information. No quantified efficiency or financial result is claimed.
