Excel Add-In

Getting Started

• Excel Add-In: Overview
• How to Install the Excel Add-In
• What Data is Available with the Excel Add-In?
• Which Version of Excel Do I Have?

Excel Functions

• Excel: Fill Null Function
• How to Format Securities in Excel
• Excel: Resample & Aggregate Functions
• Excel: YCD & YCDS Functions
• Excel: YCI Functions
• Excel: YCS Function

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Troubleshooting

• Excel Error Messages
• Why Is Mutual Fund Data Not Appearing in Excel?
• Why Is the Add-In Not Appearing in Excel?