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PerTOOLS Automatic Data Extractor for Excel
当你的PerTrac™ 数据库升级到最新的时候，电子数据表会自动的升级。
创建的电子数据表可以通过Excel的单元函数连接并自动的◥升级到PerTrac™。
输入定性资料数据，如地址，电话号码，起始日期以及所有其他的相关定性领域都可以在PerTrac™中实现。
PerTOOLS Automatic Data Extractor for Excel
Automatically update spreadsheets when your PerTrac™ database is updated.
Create spreadsheets that can be linked to and automatically updated from PerTrac™ via Excel cell formulae. Import Monthly returns, NAV’s and Funds Under Management into MS Excel™ automatically. Import qualitative data such as addresses, phone numbers, Inception date, and all the other qualitative fields available in Pertrac™.
This add-in can save days each month. No more rekeying data from PerTrac™ into MS Excel™ or using complicated reports or other software. Data is automatically refreshed when the spreadsheet is opened ensuring that you are always using the latest data. In addition, you can refresh at the press of a button. Functions are very fast allowing the user to build complex spreadsheets that run quickly. Perform bespoke calculations in MS Excel™.
Plot dynamic charts that update automatically.
Build charts and calculate statistics for use in presentations.
Automatically update your Powerpoint presentations.
Maintain peer groups in MS Excel™ that can be added to or changed in a matter of seconds. Build easy-to-update custom reports with your company’s branding. You can have complete control over these reports rather than being limited by fixed templates. Imagine a presentation with 50 different data series in it. Rather than calculating 50 sets of different statistics and updating 50 charts each month, this will enable you to do it automatically! Also, full VBA compatibility is provided so that if you wish to use the functions via VBA, this is easily possible.
Each month, you can automatically and easily update:
Excel reports
Presentations
Statistics
Peer groups
Charts
And much much more…
Full instructions are provided in a detailed user-guide.
