Excel add-in guide
Install the add-in and put it to work
Everything you need, from installing the add-in to writing your first formula, linking a model you already have and building a new one. Included in every paid plan.
Install
Set it up once
About five minutes. You only do this once per computer.
Check your Excel
Microsoft 365 (Windows or Mac), Excel 2021 or later, Excel for Mac 16.40 or later, or Excel on the web. Excel 2016 and 2019 are not supported, and neither is iPad.
Get the add-in file
Subscribers receive the add-in file (manifest.xml) during onboarding. If you do not have it, contact us and we will send it.
Request the add-in fileUpload it to Excel
In Excel, go to Insert → My Add-ins → Upload My Add-in and choose the file. Menu names differ slightly between Excel versions. IT teams can instead deploy it to everyone at once from the Microsoft 365 admin center.
Open it from the ribbon
On the Home tab, find the Vitati360 group and click Vitati360 Financial Data. The task pane opens on the right.
Sign in
Sign in with your Vitati360 email and password in the window that opens. You get the same companies and plan as on the platform. Formulas only return data while you are signed in.
Formulas
Write VITATI formulas
Six functions, used like any other Excel function. Results are plain numbers, so SUM, charts and your own formulas work on them.
| Function | Returns | Example |
|---|---|---|
| VITATI.VALUE(company, metric, period, [units]) | One figure for one period — FY2025, Q3 2025, LTM, or relative: FY0 for the latest year. | =VITATI.VALUE("XOM", "revenue", "FY0") |
| VITATI.SERIES(company, metric, [periodType], [count], [units]) | A row of the latest periods, oldest to newest — up to 40 years or quarters. | =VITATI.SERIES("XOM", "ebitda", "FY", 5) |
| VITATI.PERIODS(company, [periodType], [count]) | The matching period labels, as a header row for a SERIES. | =VITATI.PERIODS("XOM", "FY", 5) |
| VITATI.INFO(company, field) | Company facts: name, exchange, currency, reporting unit, fiscal year end, sector, latest FY. | =VITATI.INFO("JPM", "currency") |
| VITATI.LABEL(company, metric) | The display name of a metric, so row labels stay in step with the platform. | =VITATI.LABEL("JPM", "roe") |
| VITATI.SOURCE(company, metric, period) | A link to the SEC EDGAR filing behind any value — wrap it in HYPERLINK to click through. | =VITATI.SOURCE("XOM", "revenue", "FY2025") |
Arguments
- company
- A ticker, or a country-qualified ticker when the same ticker trades in more than one market.
"XOM""US:XOM" - metric
- The metric key the add-in inserts, or the metric’s exact label. The task pane’s formula builder lists them all.
"revenue""netDebtToEbitda" - period
- A fiscal year, a quarter or LTM. Relative periods follow the filings: FY0 is the latest year, FY-1 the one before.
"FY2024""Q3 2024""3Q24""LTM""FY0""Q-1" - periodType
- For SERIES and PERIODS: FY (the default), Q, H or LTM.
"FY""Q" - count
- For SERIES and PERIODS: how many periods, 1 to 40. The default is 5.
512 - units
- Optional: actual, thousands, millions or billions. Leave it out for the company’s reporting unit.
"millions""billions"
Example: a five-year block
SERIES and PERIODS fill to the right on their own. Put the labels in column A and these in column B.
| B1 | =VITATI.PERIODS("XOM", "FY", 5) | Five year labels across B1:F1 |
| B2 | =VITATI.SERIES("XOM", "revenue", "FY", 5) | Revenue under each year |
| B3 | =VITATI.SERIES("XOM", "ebitda", "FY", 5) | EBITDA under each year |
| B4 | =B3/B2 | Your own formulas work on the results |
| B5 | =HYPERLINK(VITATI.SOURCE("XOM", "revenue", "FY0"), "10-K") | A clickable link to the latest 10-K |
Task pane
Four modes in the task pane
Choose Banking or Corporate at the top of the pane, then one of four modes.
Single company
Insert a company’s full Stat Book: summary, income statement, balance sheet, cash flow and ratios, formatted and ready to use.
- Live formulas keeps the block updating with the platform; turn it off for fixed values.
- SEC source links make each value open its filing when clicked.
- Hide rows with no data, Add a charts sheet and Create a new worksheet are optional.
Compare
Put several companies side by side in one currency.
- Add companies one by one, or use Quick select by market.
- Leave Metrics empty for a snapshot of every metric. Pick exactly one metric for a time series.
- Choose the period, and hide rows with no data if you like.
Live
Write formulas without remembering the syntax, and keep a workbook’s live data in order.
- Formula builder: pick one value, a series or period headers; always the latest or a fixed period; the units. Preview, then insert or copy the formula.
- Link model: turn the typed-in history of a model you already have into live formulas (below).
- Refresh updates every live formula in the workbook after a new filing.
- Convert to values freezes the numbers before you send the file to someone without the add-in. Otherwise they see #NAME?.
Model
Build a complete three-statement model for one corporate, and refresh it as new filings arrive.
- Covered in Build a model, below. Not available for banks yet.
Link a model you already have
In the Live tab, Link model turns the history you typed in by hand into live formulas, without changing your layout.
- 1.In your model, select the block of historical numbers for one company. Include the row of years or quarters (FY2023, 2023A, 1Q24 all work) and the row labels.
- 2.Click Scan. Rows are matched by their numbers, in any units or sign; labels only break ties.
- 3.Review and link. Typed-in numbers that match become VITATI formulas. Your own formulas, estimates and anything that does not match stay as they are.
Build a model
A three-statement model in one click
In the Model tab, choose a company and click Build model. Corporates only for now; bank models are not available yet.
- Data
- Data_Normalized, Data_Peers, and the as-reported AR_Income_Statement, AR_Balance_Sheet, AR_Cash_Flow and AR_Segments
- Inputs
- Control (latest actual year and the share price), Assumptions by scenario
- Statements
- Income_Statement, Balance_Sheet and Cash_Flow with five forecast years, Schedules, Quarterly_Bridge
- Valuation
- DCF, Reverse_DCF, DDM, Trading_Multiples, Trading_Comps, Valuation, Football_Field
- Checks
- Checks, so you can see that the model balances
- TraceableOnly the Data and AR sheets call Vitati360. Everything else is a plain Excel formula, so Trace Precedents walks from any number to the data cell, and on to the filing.
- Your share priceType the share price on the Control sheet. Valuation reads it from there; the model never fetches prices.
- Refresh modelWhen a new year is filed, Refresh model moves the model on. Your typed inputs stay under their years, and new reported lines are added to the AR sheets.
Troubleshooting
If something looks wrong
- A cell shows #VALUE!
- An argument is not valid, for example a misspelled period. Hover over the cell: Excel shows the reason.
- A cell shows #N/A
- The company did not report that metric for that period. Hover over the cell for the reason.
- A cell says to sign in
- Open the task pane, sign in, then click Refresh in the Live tab.
- A colleague sees #NAME?
- They do not have the add-in. Use Convert to values in the Live tab before you send the file, or ask us to set them up.
- The VITATI functions do not appear
- Excel reads the functions only when the add-in is installed. After a major update, upload the new add-in file again.