Excel Add-in

Installation and Use

• "Flattening" spreadsheets to share with others
• Add your logo to an Excel template or report
• Installing the Excel add-in: a step-by-step guide

Excel Templates and Models

• Model Portfolio Comparison
• Portfolio Side by Side Overview
• 2 Page Portfolio Overview
• Multi-Company Liquidity, Solvency, and Profitability Analysis
• Statement of Cash Flows
• Income Statement

See all 18 articles

Troubleshooting

• Resetting the Excel add-in
• Error codes and how to fix them