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Troubleshooting if Excel Add-in not working

Troubleshooting if Excel Add-in not working

Excel Add-in

Troubleshooting if Excel Add-in not working

Last Updated: ‎‎‎‎‏‏‎ ‎
January 24, 2023

If Excel Add-in is not working

Please check and confirm that you have an active Microsoft 365 subscription and you have logged into your Excel using that subscription

Windows Desktop

You should be able to see your Microsoft 365 subscription on your Excel when you click on Account

Mac Desktop

You should be able to see a Microsoft 365 license on your Excel for Mac

Excel on Web

If your Excel is not working on a browser, then most often it is a fire-wall issue. Please try logging in using your browser on a personal laptop or iPad (which is outside your firewall) to confirm whether this is indeed the case

Contact Canopy Support

If the above fails, then please contact Canopy Support and we will help troubleshoot

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INTRODUCTION
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Welcome to Canopy

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We connect to every Bank in the world

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Canopy Use Cases

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DATA ANALYTICS AND VISUALIZATION
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Canopy Analytics Process

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Infinitely Configurable Calculations

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High End Customized Reporting

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Extraction of tables from PDF documents

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How does Canopy Extract work?

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EXTRACT TABLES FROM PDFS
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PDF Extract Demo (45 sec)

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Canopy UL 2.0

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List of Supported Formats for Canopy Extract

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DATA UPLOAD & CLEANSING
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Canopy Data Cleansing Process

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Comprehensive Risk Report in Excel

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Risk Report in Chart format

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Integrations

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Introduction to Accounts

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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

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ADVANCED USERS
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Excel Add-in Menu Options

Excel Add-in Menu Options
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Generate Attribution Summary

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Generate Strategy Transactions

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Troubleshooting if Excel Add-in not working

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Explainer (Most Used Feature)

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Meta Data Analytics

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Fund Look Through

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Demo of the Analytics Process

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What Information to Anonymize

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How to Anonymize Your Statements

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Investors buy Equities and sell Bonds even as interest rates fall

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Investors ‘wait and watch’ as Fed signals earlier rate hike

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