Expert Tips -
Expert Tips: Excel Add-in
Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email firstname.lastname@example.org if you have any questions.
Click to jump to each Expert Tip:
Flatten Formulas in YCharts Excel Add-In
The YCharts Excel Add-In dynamically links to YCharts data and pulls in the most up to date values. Want to save values for a certain point in time or share with non-Add-In users? Highlight a cell or range, click the “YCharts” tab, then “Flatten” to lock in values without YCharts formulas.
Export Data to Excel from Charts
Click “Export Data” to download the data behind a Fundamental Chart. The data will be made available as a .csv file ready for immediate use in Microsoft Excel.
Excel Add-in Reference Guides
The YCharts Excel Add-in saves you time and increases efficiency by automating all of your Excel-based investment models. Navigate to the Reference Guides page to access multiple resources that can help you get started using the Excel Add-in. YCharts Professional users also have access to 40 pre-built Excel templates.