The Formula Builder is a powerful interface for creating and editing real-time, fundamental, and historical data retrieval functions in Excel. In this short presentation, you will learn how to use the Formula Builder to specify instruments and data items, set parameters and display options, more and switch between Real Time & Fundamental and Times Series modes. (Level: Basic) .
The Deal Analytics app allows you to retrieve deals data in Excel. Use the Deal Screener to get information on deals matching specified criteria. Use the League Table and Volume Analysis tools to return summarized data aggregated by adviser or time period, respectively. (Level: Basic) .