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ADVANCED USERS
Excel Add-in
Installing the Excel Add-in

Installing the Excel Add-in

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.

Last Updated: ‎‎‎‎‏‏‎ ‎
January 24, 2023

Works on Windows/Mac/Browser

The Excel Add-in on all of the following:

  • Excel on Windows Desktop
  • Excel on Mac Desktop
  • Excel on Web

A Microsoft 365 subscription (called Office 365 earlier) needed

You will need an active (Microsoft 365 subscription).

Canopy Excel Add-in will not work without an active Microsoft 365 subscription. Even if you have a regular desktop version of Excel which is otherwise working correctly, you will still need a Microsoft 365 subscription for the Canopy Excel Add-in to work

Excel Add-in available for free from the Microsoft Store

Canopy Excel Add-in is called 'Canopy Pro Trust' on Microsoft App Source Website

Installing on Windows

Windows Installation
Windows Installation

Installing on Mac

Mac Installation
Mac Installation

Installing on Excel for Web

Excel for Web installation
Excel for Web installation
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INTRODUCTION
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Welcome to Canopy

Welcome to Canopy
INTRODUCTION
/

We connect to every Bank in the world

We connect to every Bank in the world
INTRODUCTION
/

List of Automated Data Feeds

List of Automated Data Feeds
INTRODUCTION
/

Canopy Use Cases

Canopy Use Cases
DATA ANALYTICS AND VISUALIZATION
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Canopy Analytics Process

Canopy Analytics Process
DATA ANALYTICS AND VISUALIZATION
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Segregated Database

Segregated Database
DATA ANALYTICS AND VISUALIZATION
/

Infinitely Configurable Calculations

Infinitely Configurable Calculations
DATA ANALYTICS AND VISUALIZATION
/

High End Customized Reporting

High End Customized Reporting
DATA ANALYTICS AND VISUALIZATION
/

Financial Metrics Dashboards

Financial Metrics Dashboards
EXTRACT TABLES FROM PDFS
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Extraction of tables from PDF documents

Extraction of tables from PDF documents
EXTRACT TABLES FROM PDFS
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How does Canopy Extract work?

How does Canopy Extract work?
EXTRACT TABLES FROM PDFS
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PDF Extract Demo (45 sec)

PDF Extract Demo (45 sec)
EXTRACT TABLES FROM PDFS
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Canopy UL 2.0

Canopy UL 2.0
EXTRACT TABLES FROM PDFS
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List of Supported Formats for Canopy Extract

List of Supported Formats for Canopy Extract
META DATA ANALYSIS
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Evergrande likely a non-issue as investors started exiting in February

Evergrande likely a non-issue as investors started exiting in February
META DATA ANALYSIS
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Selling across the board as ‘Fall’ season hits the markets

Selling across the board as ‘Fall’ season hits the markets
META DATA ANALYSIS
/

Interest rate ‘Netflix drama’ continues and signs of recovery in HKD equities

Interest rate ‘Netflix drama’ continues and signs of recovery in HKD equities
META DATA ANALYSIS
/

Interest Rate traders finally agree with Bond traders and everyone sells

Interest Rate traders finally agree with Bond traders and everyone sells
META DATA ANALYSIS
/

Tech takes a backseat, China panic subsides as summer break continues

Tech takes a backseat, China panic subsides as summer break continues
DATA UPLOAD & CLEANSING
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Canopy Data Cleansing Process

Canopy Data Cleansing Process
DATA UPLOAD & CLEANSING
/

Typical Bugs Found in Custodian Statements

Typical Bugs Found in Custodian Statements
STRUCTURED DERIVATIVES
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What are Structured Derivatives

What are Structured Derivatives
STRUCTURED DERIVATIVES
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Comprehensive Risk Report in Excel

Comprehensive Risk Report in Excel
STRUCTURED DERIVATIVES
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Risk Report in Chart format

Risk Report in Chart format
CANOPY INTEGRATIONS
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Integrations

Integrations
CANOPY ACCOUNT STRUCTURE
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Introduction to Accounts

Introduction to Accounts
ADVANCED USERS
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Installing the Excel Add-in

Installing the Excel Add-in
ADVANCED USERS
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Starting the Excel Add-in

Starting the Excel Add-in
ADVANCED USERS
/

Excel Add-in Menu Options

Excel Add-in Menu Options
ADVANCED USERS
/

Generate Attribution Summary

Generate Attribution Summary
ADVANCED USERS
/

Generate Strategy Transactions

Generate Strategy Transactions
ADVANCED USERS
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Troubleshooting if Excel Add-in not working

Troubleshooting if Excel Add-in not working
ADVANCED USERS
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Create Strategies

Create Strategies
ADVANCED USERS
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Single Line Transactions

Single Line Transactions
ADVANCED USERS
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Consolidated Holdings

Consolidated Holdings
ADVANCED USERS
/

Strategy Definitions

Strategy Definitions
ADVANCED USERS
/

Strategy Records

Strategy Records
DATA ANALYTICS AND VISUALIZATION
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Private Equity Dashboards

Private Equity Dashboards
DATA ANALYTICS AND VISUALIZATION
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Real Estate Dashboards

Real Estate Dashboards
DATA ANALYTICS AND VISUALIZATION
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Making a New Dashboard

Making a New Dashboard
DATA ANALYTICS AND VISUALIZATION
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Explainer (Most Used Feature)

Explainer (Most Used Feature)
DATA ANALYTICS AND VISUALIZATION
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Meta Data Analytics

Meta Data Analytics
DATA ANALYTICS AND VISUALIZATION
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Fund Look Through

Fund Look Through
DATA ANALYTICS AND VISUALIZATION
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Demo of the Analytics Process

Demo of the Analytics Process
DATA ANALYTICS AND VISUALIZATION
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Preparing Your Bank Statements for Upload

Preparing Your Bank Statements for Upload
DATA ANALYTICS AND VISUALIZATION
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What Information to Anonymize

What Information to Anonymize
DATA ANALYTICS AND VISUALIZATION
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How to Anonymize Your Statements

How to Anonymize Your Statements
DATA ANALYTICS AND VISUALIZATION
/

Canopy Visualizer Features

Canopy Visualizer Features
META DATA ANALYSIS
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Investors make a U turn

Investors make a U turn
META DATA ANALYSIS
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Investors buy Equities and sell Bonds even as interest rates fall

Investors buy Equities and sell Bonds even as interest rates fall
META DATA ANALYSIS
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Investors ‘wait and watch’ as Fed signals earlier rate hike

Investors ‘wait and watch’ as Fed signals earlier rate hike
META DATA ANALYSIS
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Signs of activity and a preference for Asian assets as USD loses value

Signs of activity and a preference for Asian assets as USD loses value
META DATA ANALYSIS
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Investors relax while Bitcoin blows up

Investors relax while Bitcoin blows up
BLOG
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How Personalised Client Reporting Has Changed Wealth Management

How Personalised Client Reporting Has Changed Wealth Management
BLOG
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How Right Technology Can Be Transformational For Family Offices

How Right Technology Can Be Transformational For Family Offices
BLOG
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3 common applications of AI in asset management

3 common applications of AI in asset management