This article covers how to install and leverage the AlphaSense Data & Models Excel Add-In for your financial modeling needs
- What is the AlphaSense Data & Models Excel Add-In
- Installing the AlphaSense Data & Models Excel Add-In
- Financial Modeling in AlphaSense
- AlphaSense Formulas User Guide
What is the AlphaSense Data & Models Excel Add-In?
The AlphaSense Data & Models Excel Add-In enables you to pull AlphaSense financial data into Microsoft Excel so you can integrate data points into your own models or use pre-built templates to kickstart financial analysis.
Installing the AlphaSense Data & Models Excel Add-In
The AlphaSense Data & Models Excel Add-In can be downloaded in two ways:
Option 1:
- Microsoft AppSource: Follow this link to the AlphaSense App in Microsoft AppSource (or search for “AlphaSense” in the top search bar), select “Get it now” and follow on-screen instructions to download the Add-In.
Option 2:
- In Excel: Navigate to the “Home” tab and select the “Add-In” Icon. Then search for “AlphaSense'' in the left-hand search bar. Finally, select “Add” to download the Add-In. From here, AlphaSense will have its own tab in Excel.
Step 1: Navigate to the "Home" tab in Microsoft Excel
Step 2: Click on the "Add-Ins" Icon
Step 3: Search for "AlphaSense" and click on "Add" to download the app
Once it is successfully downloaded, you should see the AlphaSense tab and once you click My account you be prompted to sign into your AlphaSense account on the right-hand side of your screen.
Financial Modeling in AlphaSense
Leverage pre-built models enriched with up-to-the-minute financials in our AlphaSense Data & Models Excel Add-In
Our template library offers many useful templates directly accessible from the Excel plugin. Feel free to use it directly in your models or as a tool to quickly and easily learn how to build formulas with our plugin.
- Select a template:
- Use the “search field” bar, or
- Choose from the options displayed
- The template will open in a new Excel workbook
- At the top of the page adjust the model
Save time building custom analyses with our Formula Builder
Integrate data points from Alphasense Financial Data into Excel to build custom analyses with simplified and intuitive formula syntax
Seamlessly integrate data points from Financial Data into your own models:
- Select a metric
- Use the “search field” bar, or
- Choose from the categories displayed
- Enter a ticker
- Choose: Model type, Data point, Accounting period, and Period to customize your data point
- Copy and paste your data point
Interested in Gaining Access?
To request entitlements, please reach out to your Account Manager or chat with our product specialists via Live Help. If you are unsure who your Account Manager is, you can simply email us at support@alpha-sense.com and we'll get you connected!
AlphaSense Formulas User Guide
This user guide is for eligible users (currently Corporates, Consulting, VC, and PE) who want to learn how to use the AlphaSense Excel Add-In to access financial data directly in Excel. It provides detailed instructions on building formulas, using templates, and downloading Canalyst Industry Comps.