All integrations

Microsoft Excel

Pulls guidance and KPI changes into your model, with sources.

Spreadsheets

Team and Enterprise

What it does

The Undertone add-in for Excel pulls guidance ranges, reported KPIs and detected changes into your workbook. Each cell comment holds the source line, so you can update your model and keep the audit trail.

Setup

  1. Install the Undertone add-in from Microsoft AppSource.

  2. Sign in with your Undertone account.

  3. Use =UNDERTONE.GUIDANCE("HLDN", "revenue_fy") or the side panel.

Requirements

Excel for Microsoft 365 on Windows, Mac or the web.

Questions about Microsoft Excel?

support@undertone.ai

Email support

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