How a Clean Data Structure in Corporate Planner Speeds Up Decision-Making.

We’ve all been there: The company’s numbers are scattered across numerous Excel files. The sales team tracks its revenue, the accounting department tracks its costs, and management compiles an overview manually from these figures. Each file has its own structure, its own version, and its own terminology. And as soon as someone in a meeting asks where a number comes from, the search begins.

The problem is rarely the calculations themselves. The problem is that there is no common basis. As long as each department maintains its own file, every analysis remains a manual process, every comparison is prone to errors, and every number is a matter of trust.

In this free live webinar, we’ll show you how to turn this very Excel chaos into a clean, unified data structure. We’ll import scattered Excel files into Corporate Planner and, step by step, build a robust foundation on which everything else is based.

What the webinar is about

We deliberately start with the pain points. First, we show what “Excel-only” controlling looks like in practice: multiple files, different structures, conflicting data, and figures that are compiled by hand. Then we flip the perspective and consolidate the same source data in Corporate Planner.

You’ll see firsthand how the Excel files are imported, how a consistent structure emerges from different sources, and what happens once the data is neatly consolidated in one place. The key difference is that there is now a single, shared foundation that everyone can rely on. If a number changes at the source, it’s correct everywhere at the same time—no manual updates, no copying, and no questions about which version is current.

Watch live to see how artificial intelligence can help us prepare Excel data for a smooth import.

Typical questions from practice

Especially when you first start using Corporate Planner, the same questions keep coming up. In this webinar, we’ll address the ones that are most critical in practice:

• How do I even get my existing Excel files into Corporate Planner properly?
• What do I need to keep in mind when importing data to ensure that the correct numbers are entered?
• How can multiple files with different structures be combined into a uniform structure?
• Why is a clean data set a prerequisite for everything else?
• How can I make sure that everyone involved is looking at the same numbers?
• How can artificial intelligence help build the database in the future?

Your advantages in everyday working life

After the webinar, you’ll understand why a shared, clean data structure is more valuable than even the most sophisticated individual Excel file. You’ll realize how much time is wasted not on calculations, but on searching, copying, and reconciling data—and how this effort can be avoided from the very beginning. Above all, you’ll see what’s important during the import process to ensure that the foundation is right from the start.

The practical benefit becomes apparent in every meeting that involves numbers: Instead of discussing whether the file is correct, you can focus on the decision.

Who is the webinar suitable for?

This webinar is intended for anyone who still manages their data using scattered Excel files and is looking to transition to a clean, shared database. It is particularly well-suited for beginners who haven’t been working with Corporate Planner for very long and are facing their first challenges with importing data and setting up a reliable data structure. It is also aimed at managing directors, CFOs, and controllers at medium-sized companies who want to transition their controlling processes from isolated Excel solutions to a robust foundation.

Previous knowledge from the previous modules is not required.

Your benefits at a glance

You’ll take with you,

• a shared data structure that everyone can rely on at the next meeting
• Less time spent searching, copying, and reconciling data across individual Excel files
• a solid foundation for all further analyses and planning steps
• Clarity on what matters most when importing, right from the start
• A preliminary look at how artificial intelligence can help you build your database in the future

Part of our webinar series on integrated corporate planning

This webinar is Module 7 in a modular series. The modules build on one another in terms of content, but each can be understood on its own.

Why TD Trusted Decisions?

TD Trusted Decisions supports medium-sized companies in making their planning, reporting and corporate management clearer, more integrated and more decision-oriented.

Our experience shows that the problem isn’t a lack of data, but rather too many scattered versions of it. Only when all data is consolidated into a single, clean database can individual files be transformed into a reliable management tool. A clean data structure is therefore not merely a technical detail, but the foundation for fast and sound decision-making.

In this webinar, we combine our professional consulting experience with a practical comparison. This demonstrates how scattered Excel chaos can be transformed into a robust data foundation for corporate planning—one that serves as the basis for all subsequent steps.