Installing the Excel Add-in

Installing the Excel Add-in

Excel Add-in is cross platform but you will need a Microsoft 365 subscription. This article take you through setting it up.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Starting the Excel Add-in

Starting the Excel Add-in

Learn step by step starting the Excel Add-in

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Excel Add-in Menu Options

Excel Add-in Menu Options

This article take you through doing more with Excel Add-in's Menu Option.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Generate Attribution Summary

Generate Attribution Summary

This article takes you through one of the most important analysis in Canopy Analytics.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Generate Strategy Transactions

Generate Strategy Transactions

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Troubleshooting if Excel Add-in not working

Troubleshooting if Excel Add-in not working

Troubleshooting if Excel Add-in not working

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Create Strategies

Create Strategies

This menu allows you to create new strategies. There are two ways of doing so. Continue reading to learn more.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Single Line Transactions

Single Line Transactions

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Consolidated Holdings

Consolidated Holdings

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Strategy Definitions

Strategy Definitions

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Strategy Records

Strategy Records

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.