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Navigating the Excel Add-In
Navigating the Excel Add-In
  • 🏅Best Practices
  • 📚My books are closed - what do I do?
  • ⏬Installing the Drivepoint 2.0 Add-In
  • ☝️Core Functions of the Drivepoint Add-In
    • 📺Intro: Video Walk-Through
    • 🔓Signing In
    • 🏠Home
    • ⬇️Import Data
      • 🗺️Mapping Financial Accounts
    • 📅Model Roll Forward
      • ❓Help! I accidentally rolled forward?!
    • ☁️Sync to Drivepoint
    • ⁉️Scenario Planning ("Create New Plan")
    • 📈Import Plans to Compare in SmartModel™
    • ❓FAQ on the new Add-In
  • 🔐Permissions
    • 🫂Creating and Managing Groups
  • 🗑️Removing the old Add-In "Drivepoint Legacy"
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Core Functions of the Drivepoint Add-In

Why do I need the Add-In?

PreviousInstalling the Drivepoint 2.0 Add-InNextIntro: Video Walk-Through

Last updated 26 days ago

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Drivepoint 2.0 is the tool you need in order to communicate between Excel and Drivepoint.

For example, we pull your source data into the Drivepoint Cloud. In order to get it from the Drivepoint Cloud into an Excel file, you need to via the Add-In. This logic applies that if you make changes in Excel, you need to .

Check out the Quick Links below to Learn More.

Quick Links

☝️
⬇️Import Data
📅Model Roll Forward
☁️Sync to Drivepoint
📈Import Plans to Compare in SmartModel™
import the data
sync them to the Drivepoint Cloud
Visual Overview