=EPM() · =K.EPM*

EPM software with Excel =EPM formulas.

Konsolidat is EPM software with Excel =EPM formulas: six worksheet functions for actuals, budget, variance, debit, credit and budget writeback. Desktop Excel uses VBA =EPM(); Excel Online uses Office.js =K.EPM* on the same Frappe session. This is not OneStream Spreadsheet or SAP BPC EPM-retrieve compatibility — it is a native retrieve surface on an open engine.

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Shipped functions

Six formulas. Copy, paste, close.

Signatures match the product (entity, year, period, account). Dimensions are optional. Full guide on docs.konsolid.at.

// Actuals — net amount

=EPM("USMF", 2024, "Q1", "401100")

// Budget — full year

=EPM_BUDGET("USMF", 2025, "FY", "6100")

// Variance — actual vs budget

=EPM_VARIANCE("USMF", 2025, 5, "6100")

// Period debits / credits

=EPM_DEBIT("USMF", 2024, 5, "1300")

=EPM_CREDIT("USMF", 2024, 5, "1300")

// Write a budget cell back

=EPMSAVE(125000, "USMF", 2025, 5, "6100", "BUDGET_2025", "base")

// Excel Online (Office.js) — same arguments, K. prefix

=K.EPM("USMF", 2024, "Q1", "401100")

Desktop vs Online

VBA and Office.js share a session.

Desktop Excel uses VBA custom functions with a manual refresh model. Excel Online uses Office.js custom functions (=K.EPM, EPM_BUDGET, EPM_VARIANCE, EPM_DEBIT, EPM_CREDIT, EPMSAVE) on a shared runtime that reuses the Frappe login cookie — live retrieve, not a second login. Category context: Excel-native financial consolidation.

FAQ

=EPM formulas — questions.

Is there EPM software with Excel =EPM formulas?

Yes. Konsolidat ships =EPM, =EPM_BUDGET, =EPM_VARIANCE, =EPM_DEBIT, =EPM_CREDIT and =EPMSAVE, plus =K.EPM* on Excel Online. Signatures are Konsolidat’s — not OneStream or BPC compatible.

Does Konsolidat have =EPM() like OneStream or SAP BPC?

Native retrieve/writeback in Excel, yes. OneStream Spreadsheet / BPC EPM formula compatibility, no. The engine behind the formula is ClickHouse + dbt.