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Key Features

The most complete set of productivity add-ins for Excel, PowerPoint, and Word

Formula Auditing

Reduce mistakes with our powerful, best-in-class
auditing tools—absolutely essential for power users

  • Effortlessly navigate a formula's inputs across worksheets and workbooks, using only the keyboard
  • Similarly navigate a cell's dependents, showing you what formulas and charts the audited cell is driving
  • Drill down on precedents / dependents using tree-based navigation to help you understand everything driving your formulas
  • Analyze complex formulas piece-by-piece to see what a portion of the formula contributes to the overall result
  • Visualizations highlight formula errors, outliers, and other inconsistencies that might otherwise go unnoticed
  • View precedents / dependents trace arrows for multiple cells at once or as you navigate cells
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Export from Excel

Export cells and charts from Excel to PowerPoint
and Word more easily and professionally

  • Export cells and charts to PowerPoint and Word as pictures, embedded workbooks, tables, charts, and more
  • Hide Excel interface elements—blue print preview borders, red cell comment indicators, gridlines, and more—and recolor fonts automatically for more professional looking outputs
  • Automatically check for formula errors in the data you export, helping avoid embarrassing mistakes in your presentations and documents
  • Imported shapes (e.g., pictures, tables) are intelligently positioned and sized, avoiding tedious adjustments required for shapes pasted natively
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Link to Excel

Link PowerPoint and Word to Excel data with reliable links

  • Link cells and charts in Excel to shapes and text in PowerPoint / Word, and update links with the click of a button
  • Unlike native Office links, Macabacus links won't break when the structure of your source spreadsheet changes, which it is certain to do
  • Reduced file size of presentations / documents relative to embedding workbooks required for native Office linking
  • Inline text linking in Word lets you write paragraphs with figures sourced form a spreadsheet that are easy to update
  • Version control helps identify more recent versions of source files when updating links, and recommends relinking options
  • Automatic link detection supports files shared in the cloud using a service like Dropbox
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Advanced Charting

Working with charts in Excel has never been easier

  • Easily create complex charts used in finance and consulting, including waterfall, football field, butterfly, and Marimekko charts
  • Insert charts from your Macabacus library pre-populated with dummy data without laboring over complex chart data structures
  • Add growth rate (CAGR) arrows to column charts that update as chart data changes. Extensive formatting options give you the exact look you want
  • Add totals labels above columns in a stacked column chart with ease
  • Recolor data series in a chart to your preferred colors in two mouse clicks
  • Stack charts to create a dashboard and quickly conform the size and position of chart / plot areas for multiple charts at once
  • Work with data labels more efficiently
  • Charts created with Macabacus are 100% native—you do not need Macabacus to work with them
  • Reduce the time spent by your graphics professionals on creating and modifying charts for internal clients
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Tombstones

Showcase your firm's advisory engagements with
tombstone slides in your client pitchbooks

  • Quickly generate tombstones slides, or "creds" pages, for your client pitchbooks that highlight advisory engagements and help your firm win new business
  • Tombstones are published to Macabacus libraries, so they can be shared across your organization for convenient access by everyone
  • Powerful filters help you find and sort tombstones that showcase transactions relevant to your pitchbook audience and topic
  • Intelligently arrange tombstones on slides based on your presentation layout and other preferences
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Agendas (Tables of Contents)

Keep your presentation agendas updated
so that you can focus on content

  • Synchronize agenda slides with native PowerPoint sections seamlessly
  • Deep integration with PowerPoint sections keeps your agendas up-to-date as sections are added, removed, moved, or renamed
  • Supports both agenda styles—show agendas on either (a) a table of contents slide, or (b) flysheets (divider slides at the start of each section)
  • Show section / subsection titles on content slides that update automatically when the agenda changes
  • Intelligently collapse subsections to fit more agenda topics onto a single slide and improve readability
  • Intelligently omit section flysheets to reduce presentation length and printing costs
  • Intelligently avoid showing back-to-back flysheets during slide shows
  • Include slide titles or other text in your table of contents
  • Fully customizable agenda / flysheet appearance
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Presentation Proofing

Improve presentation quality and
avoid embarrassing mistakes

  • Check slides for formatting, layout, content, and grammar errors and inconsistencies before sending a presentation to a client or to print
  • Improve compliance with your corporate design standard and branding
  • Over 100 checks for issues like inconsistent word hyphenation and abbreviation, missing footnotes, color palette deviation, incorrect bullet formatting, missing punctuation, missing chart labels, image distortion, and much more
  • Unlike other solutions, Macabacus checks charts and Smart Art
  • See exactly where the issues are, detailed explanations of issues, and frequencies of occurrence where inconsistencies are found
  • Address issues with a customized menu of fixes that highlights dominant conventions in your presentation to help you choose a fix
  • Set the proofing language for an entire presentation at once to fix words flagged as mispelled which are clearly not
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Shared Libraries

A repository for reusable content and templates
shared by all users in your organization

  • Shared libraries expedite the preparation and facilitate the standardization of presentations, spreadsheets, and documents
  • Library content can include slides (e.g., teams pages), Office shapes (e.g., icons), images (e.g., client logos), charts, and deal tombstones
  • Library templates can include presentation templates, spreadsheet templates (for use as starting points when building new models), and document templates (e.g., fax cover pages)
  • Slides inserted from the library are linked, and can be updated to the most recent version in the library with the click of a button
  • Google-like text search returns matching content instantaneously
  • Create "document groups" to categorize published templates by business unit or any other category
  • Macabacus supports 3 libraries—a personal library for individual use, and team and company libraries that can be shared
  • Locally cache remote libraries for availability offline
  • Administrative privileges are required to modify the company library
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Customization

Nearly unlimited customization possibilities meet the
needs of even the largest institutions

  • Configure Macabacus settings—colors, fonts, templates, etc.—to reflect your company's brand identity and design standard
  • Customize the behavior of many non-formatting-related tools to reflect personal or organizational workflow preferences
  • Deploy customizations to all users to conform the appearance of Office documents to a single standard and standardize the Macabacus experience for all users
  • Save settings to the cloud for consistency across all your devices
  • Expedite deployment with our customization services (at additional cost) that translate your design standard into Macabacus settings
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Other Cool Stuff

Keyboard

Over 100 Excel shortcuts to support power users

  • Convenient keyboard shortcuts to quickly perform routine operations
  • Many shortcuts are configured as cycles and toggles that dramatically reduce the time required to perform certain operations
  • Each shortcut keystroke can be customized or disabled to play nicely with other add-ins
  • Learn shortcuts as you work with keystrokes displayed at the edge of the Excel window
  • Disable "nuisance" keys like F1 without physically removing them from your keyboard (as power users often do)
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Modeling

Financial modeling tools that address common pain points

  • Intelligently populate formulas based on the contents of adjacent cells
  • Wrap formulas in IFERROR functions using customizable error condition values
  • Reduce functions like INDEX(MATCH) to single cell references to simplify complex formulas and make them more readable
  • Insert summary statistics (e.g., minimum, median) below comparables analyses
  • Compute CAGRs quickly—Macabacus intelligently determines the formula for you
  • Replicate an analysis (e.g., balance sheet) for multiple business units and optionally sum them together
  • Paste Exact, Paste Number Formats, transpose paste, and other pasting tools
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Interface

User interface tools that enhance the Office experience

  • Navigate large workbooks / presentations and their worksheets / slides more easily in a convenient tree view
  • View charts, embedded objects, range names, data tables, pivot tables, and other features / objects as branches on the tree
  • Navigate Office docs using tabs—just like you navigate web pages in a browser
  • Maximize the spreadsheet viewing area on small screens by hiding interface elements like the ribbon, row / column headers, etc.
  • Set print areas quickly with a keyboard shortcut, and for multiple sheets at once
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Presentation Automation

Create professional, standardized presentations more quickly

  • Standardize the appearance of presentations produced by your team
  • Keep agendas and section / subsection titles on content slides synchronized with native PowerPoint sections
  • Create new presentations pre-populated with "special" slides (e.g., title page, legal notices) you know you need
  • Mark all slides at once with customizable stamps like "CONFIDENTIAL" and "DRAFT"
  • Insert blank slides where needed so that section dividers appear on the front of duplex-printed pages
  • Use multiple templates (for different business units, print vs. slide shows, etc.)
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Privacy

Preserve confidentiality and shield your work from prying eyes

  • Conceal the identity of your company, potential acquirers, and other confidential parties in presentations and documents
  • Redact—or "black out"—logos with Airplane Mode to prevent others nearby from seeing what you are working on
  • Permanently redact all occurrences of a word or name in a presentation or document
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Undo / Redo

Wait...what? How is this a feature?

  • The execution of any code that modifies the spreadsheet prevents you from undoing and redoing prior changes
  • Macabacus is one of just three known add-ins to preserve undo / redo capability in any meaningful way
  • Why don't more Excel add-ins do this? It is far too complex for most add-in publishers
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Financial Data

Import financial data directly into your spreadsheets

  • Import high-quality public company market data, reported financial data, and analyst estimates into spreadsheets with formulas—much faster than digging through filings and entering numbers manually
  • Available at an accessible price point well below what FactSet, Capital IQ, Bloomberg, and others charge for comparable data
  • COMING IN 2017

Super Find

Find much more than you can using Excel's Find dialog

  • Search for values / dates within or outside of ranges, duplicate or unique values, formulas referencing blank cells, formatting characteristics, and much more
  • Search within selected cells or worksheets, a single workbook, or all open workbooks
  • Results displayed in a non-intrusive pane that is not disruptive to your workflow
  • Select all cells in results—or their entire rows / columns—to facilitate follow-on actions like formatting
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Workbook Optimization

Improve performance and reduce the file size of your spreadsheets

  • Remove thousands of unused, hidden range names safely—avoiding #REF! errors—to reduce file size and improve performance
  • View dependencies for names, apply names to formulas, de-reference names in formulas, and more
  • Delete thousands of unused styles at once, including corrupt styles that Excel cannot delete, saving you hours (or even months)
  • Force Excel to recalculate "used ranges", which can reduce file size considerably and make certain operations faster
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Publishing

Generating PDFs and sharing workbooks just got easier

  • Generate PDFs of only print areas on selected worksheets—just as you intended
  • Generate PDFs of just selected slides / pages in PowerPoint / Word, or the whole presentation / document
  • Macabacus can check for formula errors and recolor fonts black for a professional look when generating PDFs in Excel
  • Macabacus can insert blank slides into PDFs where needed so that section dividers print on the front of duplex-printed pages
  • Attach new PDFs to a ready-to-send email
  • Tidy up workbooks before sharing—zoom all sheets to 100%, hide all gridlines, collapse row / column groups, check for errors, convert formulas to values, and much more