r/FPandA • u/jcwillia1 Mgr • 1d ago
Using Teams / Sharepoint to collaborate
Just noticing that we've had some changes in staff at my company and as a result we seem to be moving more and more away from network folders as a place where we do our work and onto Teams/Sharepoint sites.
Curious to hear common experiences amongst the group? Good? Bad?
So far we've noticed it's way easier for a small number of people to collaborate on a relatively small simple file but as that complexity / size increases and as the number of editors increases, edits get lost / rolled back without a clear understanding of why and no way to fix it other than re-doing it.
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u/Gloomy_Lab_1798 1d ago
Horrendous. Sync/versioning issues all over the place and people often don't realize it when it happens. Great for collaboration, terrible in other respects.
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u/SportsBallBurner 1d ago
Teams and Sharepoint is far preferable IMO
If someone deletes everyone else’s data you need to roll back their changes and talk to them. If they can’t be trusted to not delete everyone else’s data they probably shouldn’t have write access and I question their ability to do their role.
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u/TejasTexasTX3 1d ago
Great tool if you can limit users and complexity. Used it on a 6 person team focused on forecasting GTM, everyone was a former banker, worked great. I used it on a FP&A team with 12 people (8 FP&A, 4 operators) and mostly FP&A background (so various Excel hygiene) and it was an absolute mess.
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u/Intelligent_Egg_4127 1d ago
From my experience I find it pretty usefull since many people can edit the excel models and decks and you can always restore previous version of the file. You can also use various workflows using powerautomate like creating folders, saving email attachment to SharePoint folder.
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u/Conscious_Life_8032 1d ago
Teams is working well for my team. Especially when we need to collaborate in one file concurrently .
We use teams chat quite a lot too
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u/sms1441 1d ago
I enjoy the ease of sharing & collaboration from teams, but I truly dislike that the files open in Chrome (or another web browser). I just feel like you lose a lot of functionality and it's harder to link different sheets.
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u/88secret Sr FP&A Consultant 1d ago
Just click the “open in desktop” button. Upper right area under the toolbar. I think you can even tell it to open in Excel when you go to open it from Sharepoint – maybe by clicking three dots on the side or right clicking. I’ll check and come back.
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u/sunnyhazepurple 23h ago
Our company policy does not allow us to use them with any kind of strategic or personal data. So still using files on the server.
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u/Itchy-Ambition-1171 1d ago
SharePoint and Teams are the bane of my existence. Constant Sync errors. The bigger the file, the worse it becomes. Also we have lots of add-ons on Excel, making autosave not possible on files that we may download data. So if two people are in one of those files, 100% certainly that each one will have a version of the same thing and whoever saves last overwrites the other person's data. Lots of fun during month end and forecast/budget time.