About the Canalyst Modeling Tools Excel Add-in
The Modeling Tools Add-in provides you with a suite of tools that unlock workflow efficiencies with Tegus/Canalyst Models. Some of the key workflows you can unlock by installing this Excel add-in are:
Update Models you've customized with a single click
Download models directly in Excel
Audit the location in the filing that a datapoint was sourced from
Feature | Description |
Updater Tool | Merge your customized Tegus Model with the newest version to update new periods or add new rows of data |
Data Bridge | Update models from before Tegus or ones that you have built on your own |
Audit Sources | Find the location that historical values were sourced from in Tegus models |
Insert Drop-in Templates | Add prebuilt templates that are automatically linked to your model |
Insert Periods | Add additional forecast periods to your model to customize the time horizon of your forecast |
Find a Model | Find your next model without leaving Excel |
What to Know Before Installing
Please be aware of the following exceptions before installing the Modeling Tools Excel Add-in.
It is only compatible with Windows computers. Mac and other operating systems are not supported
You may require support from your IT Team to install the add-in. Should you or your IT Team require assistance please reach out to [email protected] with a member of your IT Team copied.
Installation Instructions
Close all open Excel windows
Download the installation wizard file from the client portal
Open the file you downloaded and follow the installation wizard
Open Excel and the Canalyst tab will appear in your ribbon
Log in with the same credentials that you use for the Tegus or AlphaSense client portal
Download Links: