Learning Objectives

When using the Excel Add-In, you will be able to:

  • Build DCPull formulas to retrieve single data points into a cell 
  • Create DCView formulas to retrieve a table of data into Excel
  • Utilize the “Supply Value Later” filter option in conjunction with DCView formulas
  • Use the Currency Parameter to adjust for various currencies when working with the DCPull formula
  • Refresh data in Excel reports sourced from DCPull and DCView formulas
  • Troubleshoot formula error messages
  • Create DCPush formulas to load data to DealCloud directly from Excel