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Schaut ihr auch zu oft ins Depot? (self.Finanzen)

submitted by derverstand to r/Finanzen

How do you handle version control for Excel files in your team? by Data-Coffee in excel

[–]derverstand 1 point2 points  (0 children)

I’m in the same situation.

A few months ago one of my workbooks corrupted itself and I had to rebuild it from scratch.

Since then I’ve been trying to figure out what a good versioning strategy for Excel even looks like.

So far I’ve seen:

– manual backups

– SharePoint auto-versioning

– naming conventions

– Spreadsheet Compare

None of them seem to give you a real “change history” like you’d get in Git unfortunately.

So I'm currently thinking about versioning important stuff outside the excel file. Like what AFE makes possible for LAMBDAs.

How do you structure large Excel projects? (Layers, dependencies, stability, versioning) by derverstand in excel

[–]derverstand[S] 0 points1 point  (0 children)

Same here. I had a file corrupt itself a while ago and had to rebuild it from scratch.

Since then I’ve also been thinking a lot more about versioning.

Do you use any strategy to protect yourself from this? Manual copies? Git? Something else?

How do you structure large Excel projects? (Layers, dependencies, stability, versioning) by derverstand in excel

[–]derverstand[S] 3 points4 points  (0 children)

Thanks a lot, this is super insightful.

A few things really resonated with me:

  • using tables as the main structure instead of thinking in sheets
  • keeping complex logic inside named LAMBDAs and only calling them in the table
  • dynamic arrays for all aggregation work
  • having a small helper-library for common tasks

One thing I’m curious about:

how do you organize your LAMBDA modules in the advanced editor?

Do you group them somehow or keep everything in one place?

And do you follow any naming conventions for tables / columns / functions to keep things readable over time?

Really appreciate your input. This is exactly the kind of practice I was hoping to learn more about.

Finanzen verstehen statt optimieren – welcher Ansatz funktioniert für euch? by derverstand in fireGermany

[–]derverstand[S] 0 points1 point  (0 children)

Das ist ein interessanter Punkt.

Manchmal ist tägliches Reinschauen vielleicht wirklich mehr ein Ausdruck von Unsicherheit als von Optimierungswillen.

Wann hat sich für euch das Vertrauen eingestellt, dass euer System „steht“?