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About Vena Functionality Extension

Vena’s standard functionality often limits unique business processes. We build custom solutions using VBA and advanced Excel 365, extending Vena’s capabilities for version control, automated allocations, and user efficiency.



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Key FP&A Challenges

Standard Vena features lack the flexibility needed for specific processes like custom versioning, complex allocations, and user-triggered data input.

Limited Versioning

requires Modeler access for restricted users

Allocation Overhead

requires multiple manual Save/Refresh/Save steps

Complex Data Input

Excel filters complicate pasting data entry

Rigid Vena Tools

functions lack complex rules (e.g., data overwrite checks)

Flag Instability

standard Vena flags are sometimes unstable or limited

We develop stable, user-centric Vena extensions, including custom versioning and streamlined macros, ensuring unique FP&A needs are fully automated.

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Why DSCIM’s Approach Stands Out

Custom Versioning
Enables versioning without Vena Modeler access.
Advanced Excel
Leverages Excel 365 functions (LAMBDA, XLOOKUP) for speed.
Single-Click Macros
Automates sequences like Save/Refresh/Save in one action.
Data Integrity
Restricts overwriting sensitive data (Vena Hard Validation).
VBA Extensions
Implements custom flags for row/column stability.
Any questions? Icon
Any questions?
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Finalizing Your Vena Implementation Strategy

By working with DSCIM, you will:

  • Implement unique functionalities not available in standard Vena;
  • Enhance data reliability through advanced validation and controls;
  • Provide seamless, intuitive user experiences through tailored macros and extensions.
Schedule a Demonstration of Custom Vena Solutions
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Key Steps in Vena Functionality Extension

Requirements Analysis: Defining Custom Logic
  • Identify Function Gaps
    • Determine features missing from standard Vena.
  • Map User Workflow
    • Detail required automation or template sequences.
  • Define Access Needs
    • Determine if Modeler access must be bypassed.
  • Specify Validation
    • Implement rules to prevent data overwrites.
Solution Development: Building the Extension
  • Develop VBA Macros
    • Write code for complex actions and triggers.
  • Use Excel 365
    • Implement advanced formulas for performance.
  • Integrate Vena APIs
    • Ensure seamless communication with the cube.
Integration and Validation: Testing Functionality
  • Test Custom Flags
    • Verify extended Vena flags work as expected.
  • Validate Logic
    • Ensure complex allocations or versioning is accurate.
  • User Acceptance
    • Verify solution meets client functional requirements.
Training and Handover: Enabling Users
  • Document New Tools
    • Provide guidelines for custom extensions.
  • Train Users
    • Educate team on new macro/button usage.
  • Ensure Control
    • Confirm finance team owns access controls (e.g., passwords).
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Discovery Session

Have a question or need more information? Contact us!

Igor Sherstnev
Front-End Lead
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Contacts

+1 (365) 832-9189 Mon-Fri 9AM-6PM EST
contact@dscim.com contact us by email
7030 Woodbine Avenue, Suite 500,
Markham, Ontario, L3R 6G2, Canada

Other Services

Lift & Shift Existing Templates
Preserve your familiar Excel templates while leveraging Vena’s automation to enhance performance, usability, and data accuracy
Seamless Data Integration
Automate data flow, unifying ERP, CRM, and disparate systems into Vena. Achieve trusted, consistent, real-time financial reporting
Structured Vena Implementation
Seamlessly implement Vena from day one with a structured, proven methodology, ensuring efficiency, automation, and long-term reliability
Adding New Companies
Seamlessly integrate new subsidiaries or entities into Vena, ensuring data accuracy and continuity across different systems and regions
Enable Point in time reporting
Access accurate historical reports by tracking all dimension and hierarchy changes over time using Slowly Changing Dimensions
Expanding Beyond GL
Integrate Sales, Payroll, and Operations data into Vena for advanced, cross-functional reporting, expanding beyond the General Ledger
Vena ETL Performance Enhancement / Speedup
Eliminate ETL bottlenecks and slow refreshes by optimizing data flow for faster processing, scalability, and multiple daily updates
Advanced Vena ETL Automation
Enable real-time Vena updates with flexible, user-triggered automation, ensuring enhanced speed, scalability, and reliability for FP&A
Sorting Dimensions
Automatically enforce logical order in Vena hierarchies using a custom ETL procedure, making dimensions cleaner and navigation easier
Source Data Validation
Proactively detect and fix bad data before Vena load, guaranteeing 100% data accuracy for reliable financial reporting
ETL Beyond Vena
Monetize your Vena Data Mart by seamlessly connecting it to Power BI or Tableau, ensuring consistent, cross-tool reporting and insights
Template Audit
Structured audit eliminates template sprawl, optimizes formulas, and ensures Vena templates deliver maximum performance and long-term efficiency
ERP System Migration Support
Ensure a seamless transition to your new ERP using custom ETL, preserving Vena accuracy, reporting continuity, and historical data integrity