Excel: Tools, Add-Ins, and Macros
Included here is the start of a much needed compilation of Excel add-ins, macros, and tools.
For the one person who'll read this, please add your most frequented excel shortcuts, and own collection/links of Excel Add-Ins/Macros/Tools in the comments down below. That way when any new WSO users search for "Excel Tips" they can find and bookmark this.
Boost Excel
Features:
Connecting routine tasks in Excel to custom shortcuts; Adding the Excel 2003 menu to the Excel 2007 and 2010 ribbon; Easily break up complicated formulas and trace precedent and dependent cells; Automatically color cells based on custom settings.
Download Link: http://goo.gl/fzxLC
Ex Stock
Features:
Allows you to download data from the Stock Exchange into the Excel file with one click. Required just insert a symbol (YHOO, MSFT, AAPL, etc)
Contains the following:
- financial statement - balance sheet - cash flow
- price history - daily summary
- basic technical indicators (SMA, MACD, RSI)
Key statistics:
- Valuation Measures - Financial Highlights - Trading Information
Download Link: http://goo.gl/RMoYB
SmartShortcuts
Features:
Designed by one of our very own WSO users, it fits you with an array of custom shortcuts to let you avoid that mid-life carpal tunnel.
Download Link: http://www.smartshortcuts.com/
Email Permulator
Features:
Really need to email that VP? His email just completely impossible to find? Download the Excel Spreadsheet below, type in his full name and website extension, then download the Rapportive plugin for gmail. After you do that, paste the results you get from the Excel Spreadsheet one by one into any gmail full compose box (but don't send anything), and Rapportive will scan it and tell you if it's a functional address.
Spread Download Link: http://goo.gl/D6v1T
Rapportive Download: http://rapportive.com/
1. What Shortcuts do you use the most?
2. What Add-Ins smoothen it out the work?
3. Handy Spreads to keep on file?
4. Macro Download Links?
Recommended Reading
+1. I only use firm-issued macros. VBA is on my to-learn list this summer. My contribution to this thread: http://finance.groups.yahoo.com/group/smf_addin/
Ah, Thank you!
[quote=808]+1. I only use firm-issued macros. VBA is on my to-learn list this summer. My contribution to this thread: http://finance.groups.yahoo.com/group/smf_addin/[/quote]
[quote=808]+1. I only use firm-issued macros. VBA is on my to-learn list this summer. My contribution to this thread: http://finance.groups.yahoo.com/group/smf_addin/[/quote]
This. I cannot stress enough how great this addin is. Easily dump everything under the sun into customizeable templates. Nothing beats going to the Q or K as a source, but if you need lots of information in excel for a competitive set and fast, there is nothing like this tool. Highly recommend.
Federal Reserve Economic Database add-in: http://research.stlouisfed.org/fred-addin/
Thank you! I see your a VC? Interesting, don't see many of you guys around here.
Edit: Wow! I just opened this baby up and so far this is the best add-in so far. Definitely useful.
[quote=mb666]Federal Reserve Economic Database add-in: http://research.stlouisfed.org/fred-addin/[/quote]
[quote=mb666]Federal Reserve Economic Database add-in: http://research.stlouisfed.org/fred-addin/[/quote]
Thanks brother, really useful.
Looks like you've helped everyone out! +1 SB
[quote=mb666]Federal Reserve Economic Database add-in: http://research.stlouisfed.org/fred-addin/[/quote]
Hi, sorry for being such a noob, but how often do you need to gather data from the fed? And what sort of data do you typically use? I know my summer internship MD mentioned I will be updating spreadsheets with up to date data, and I am just wondering if this add-in would help in some cases.
I do believe it pulls live data, and the only updates for it, are updates in terms of functionality of the add-in. I'm not 100% positive though. Explore their website a bit!
btw, +1 for these links! I will definitely be trying out that email permulator. I know there are email checker sites, but this is a very convenient tool
Thank you, and your welcome!
Here's a link to a guide on how to effectively use the excel tool: http://www.distilled.net/blog/miscellaneous/find-almost-anybodys-email-…
Thanks! To be honest, a very simple shortcut is one that I use a lot: Merge & Center: Alt + h - m - c (letters pressed consecutively).
Much better off with Center across selection.
Agreed. Don't merge cells.
xoxo
Lambie and mb666. You are my heroes.
Gosh dangit..I have been working on building something like Exstock for a long time now (using data queries & macros) and here it is already built. Gonna have to run some tests but looks like I've wasted a lot of time.
Hey, don't give up. Your version can be better. ExStock sometimes gets confused and delivers me 2010 data instead of 2012. Use the ExStock format and equations to finish it up.
Obviously i haven't seen what you were working in but i think you have not wasted any time at all. I think you've probably learned a huge amount. Don't be shy, either: make sure people know what did/ can do!
What is the advantage of using SmartShortcuts over something like Boost or Macabacus?
If you are lucky enough to have your own Bloomberg Terminal, get really good at using their Excel functions. It's defnitely a useful skill to have.
Quality stuff Lambie and mb666. Thanks guys!
Very useful!! Thanks Monkeys!!
Thanks. That's really useful!
useful
Not sure whether these are common knowledge, but I use these on a daily basis and they're great if you hate using the mouse. You'll notice that almost all of these are just the sequences from Excel 2003.
Insert new sheet: Shift+F11 Rename Sheet: Alt - H - O - R Auto adjust column width: Alt - O - C - A Auto Filter: Alt - D - F - F Freeze Pane: Alt - W - F - F Split Window: Alt - W - S
Will post again if I remember some more. Let me know if these are helpful.
Excel 07:
Font: Alt HFF Font Size:Alt HFS Fill Color: Alt HH (M, for rgb codes) Font Color: Alt HFC Filter: Alt HSF Cond Formatting: Alt HLR Data Validation: Alt AVV Column width: Alt HOW Column autowidth: Alt HOI Delete Column/Row: Alt HDC/HDR Insert Sheet: Alt HIS Copy Formulae in A1 across: Select A1, highlight cells to the right -> F2, control + enter Page Break View: Alt WI Normal Page View: Alt WL
Word 07: Highlight: Alt HI Insert/Delete Rows: Shift F10, I/DR Table width/height: Alt JLW/H or Alt JDW/H (depending on if table or drawing tool) Arrange middle: Alt JLAAC or Alt JDAAC Turn on/off snap to grid: Alt JLAAG, Alt G Align Left/Center/Right: Alt HAL/C/R Justify: Alt HAJ Align top/mid/bot: Alt HAT/M/B See Final Copy, no comments: Alt RTD, 2nd selection
Outlook/mail: Paste w/o formatting: Alt HVS, bottom selection
There are others I will think of later.
I use almost all of the above, thanks for the additions! Some shorter versions are below:
Delete Column/Row in Excel: Ctrl -/+
Paste without formatting in Word/Outlook: Menu Key - T (I'm using Office 2010, not sure if this is available for older versions also. Extremely handy tool, though)
Justify: Ctrl - J.
This financial modeling book has about 150 pages devoted to VBA: http://www.amazon.com/Financial-Modeling-Simon-Benninga/dp/0262026287/r…
most of the macros i use are already there and it's just pressing a button
add ins are a bit more: Thomson Reuters, Bloomberg, Momentus, Data Stream and a few more i cant remember
Two of my most commonly used shortcuts are ones I added myself to the Quick Access Toolbar -- Format Painter Paste Values
You can access any shortcut from Quick Access w/ Alt + #.
Also, I do this a lot -- replicate spreadsheet w/ CTRL + drag tab.
xoxo
Thank you, very useful
There is an extensive Excle shortcut document (perfect for a print-out in your cube) that we give away free to any new WSO users (or if you are old user, it is part of our 6 free financial modeling training you can sign up for here: http://www.wallstreetoasis.com/forums/special-announcement-6-free-finan…)
excel vba is so popular among traders coz its extremely convenient. so, learn it if u wanna do trading.
Here's a shortcut list.
http://www.asap-utilities.com/excel-tips-shortcuts.php
Thanks it will be really useful!
subscribed
know of any FREE add ins or programs that can verify a list of emails are real from an excel workbook? I checked out some program called advanced email verifier, but I couldnt get it to work
Google "Manville Link Finder" I found this to be useful for finding links in your workbooks that aren't in formulas or name manger. For example if they're in conditional formatting.
Hey, I do all my excel compare, merge, update and other with a tool called Synkronizer. It's awesome!
Different category of tool, but LogoIntern Dot com for making logo outputs in PPT. Saves a ton of time
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