Excel Reporting A to Z
This course teaches how to use the DealCloud Excel formulas so that you can link Excel reports to data stored in DealCloud.
When using the Excel Add-In, you will be able to:
Excel Add-In Introduction
Introduction to DCView Formulas
DCView Formula: Creating Tables to View Data
Shortcuts to Create DCView Formulas (Leverage Saved Views, Export Formulas from Dashboard Widgets)
Supply Value Later for Filter Criteria for DCView Formulas
DCPull Formula: Quickly Retrieve Data Points in Excel
DCPull Formula: Using the Currency Parameter for Monetary Values
Troubleshooting Error Messages
How to Refresh Data
Resolving "Not Synced" Message