When working with spreadsheets, it’s good to have a standard import template that can feed the rest of your model.
David Greenbaum
March 7, 20221 min read
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For any model you build to be quickly updated, you need a repeatable way to get the latest data on your current from your HR system into it. If you’re using FP&A software like OnPlan, you can do this with a direct integration, but if you’re working in spreadsheets, it’s good to have a standard import template that can feed the rest of your model. The models above have the same information, but since every HR system exports information in a slightly different way and order, we’ve created unique templates for each.
Is the Founder and CEO of OnPlan. His lifelong passion for Excel is rivaled only by his infatuation with Airtable. Prior to founding OnPlan, David founded Boost Media (now Ad Labs), an Ad Creative Optimization software company. David has worked in a variety of FP&A roles for companies including Interval Leisure Group (NASDAQ: ILG), Plum Capital and Goldman Sachs.
David holds a BA from Brown University and an MBA from the Yale School of Management.
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