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Introduction 1 min
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Lesson 1: Downloading the Excel Plugin 2 min
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Lesson 2: Setting up your workspace 4 min
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Lesson 3: PitchBook Identifiers (PBIds) 4 min
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Lesson 4: Formula Builder 6 min
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Lesson 5: Template Library 3 min
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Lesson 6: Uploading saved searches 6 min
- Test your Knowledge
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Knowledge check: part 1 3 min
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Knowledge check: part 2 3 min
- Additional Resources
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Course survey
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Conclusion
Excel Plugin Essentials
Harness the depth of PitchBook’s global public and private market data with the convenience of Excel.
With PitchBook’s Excel Plugin for Windows, Office 365, and Mac you can bridge discovery and analysis in an instant. In this introductory course, we’ll show you how to leverage the Excel Plugin and incorporate PitchBook data seamlessly into your existing workflows.
Who should take this course?
New and provisioned users looking to save time and build financial models faster
Note: We recommend completing PitchBook 101 prior to this training.
Duration: 32 mins
We'll cover:
- How to download the Excel Plugin.
- Basic navigation and key features.
- Tips and tricks.
- And more!