Upload your budget

You can use the Connect feature to upload data from any spreadsheet to Aleph. This is very useful during the budgeting process. You can upload your budget from your spreadsheet to Aleph, or you can run exercises where many people upload their budgets to the same Aleph table. Once you have uploaded your budget, it will live in the cloud, enabling easy collaboration across teams. You can then access version history, create different scenarios and make your process more productive and robust.

These are the steps to push your budget to Aleph:

1. Create a table for your budget spreadsheet with your desired structure

2. Go to https://app.getaleph.com/tables and click on "Add Table"

3. Select "From Scratch"

4. Name the table

5. Create the schema of the table by adding dimensions

   • Each dimension is a variable that you are going to push; for instance, "account", "month", "department", "scenario", "vendor", etc.

   • You can create as many dimensions as you need

6. Publish the table

7. Go back to your spreadsheet, open the Aleph add-in and click on "Add" and then "Connect"

8. Name the connection and choose the ranges for rows, columns and filters, and then click "Apply"

9. Go to the ellipsis in the table and click on "Push Data"

10. Write a commit message, so then you can identify this action in the version history

You can also push data from many different sources to the same table, which will enable you to collect data for a budgeting exercise as well. Once you have pushed data, it will live in Aleph and you will be able to use it with all the Aleph features (Explore, Aleph Function, etc.). Any time you want to make changes to the budget, just adjust the numbers on your table and click on "Push Data" again.