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
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
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 PowerPoint and Word lets you write paragraphs with figures sourced from 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
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
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
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
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
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
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
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)
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
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
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.)
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
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
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 2020
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
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
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