A
Sourcetable Integration

Atom Plugins For Excel

Jump to

    Overview

    Welcome to the premier destination for enhancing your productivity and efficiency with Atom plugins for Excel. Embrace the power of Atominvest for Excel, a revolutionary tool designed by Atominvest Software to seamlessly integrate the robust data and functionalities of Atominvest directly into Excel. Ideal for Atominvest clients, these plugins not only augment your coding capabilities but also enrich the overall user experience by adding essential functions that optimize your workflow. Here, we'll explore the essence of Atom, the dynamic synergy of plugins with Excel, the typical applications that transform your day-to-day tasks, and provide answers to your frequently asked questions.

    Understanding Atom

    Atom is a versatile term in the technology domain, referring to different entities based on the context. It is primarily recognized as a free and open-source text and source code editor that was developed by GitHub. Atom was available for macOS, Linux, and Windows, and it was released on June 25, 2015. It was notable for its support of JavaScript plug-ins and the utilization of the Electron framework, which facilitated the creation of cross-platform desktop applications using Chromium and Node.js. Atom was renowned for being 'hackable' to the core, which meant that users could customize it extensively using HTML, CSS, and JavaScript. Despite its flexibility and adaptability, the development of Atom was discontinued on December 15, 2022.

    Moreover, Atom is associated with the ATOM Publishing Protocol Service, which is a web service that manages collections of resources. This service enables the acquisition of Service Documents that disclose the types of collections managed and the content types supported. It also facilitates managing these collections through standard HTTP verbs such as GET, PUT, POST, and DELETE.

    In the realm of programming, specifically within C++, ATOM also denotes a data type. It is characterized as a 16-bit, handle-like primitive that is opaque to user-mode, meaning its value is not directly interpretable. ATOMs are used to efficiently represent internal data structures within the system, especially because they offer a way to prevent user access to kernel mode structures and are more efficient than passing around larger data structures.

    Atom Plugins for Excel

    Atominvest for Excel

    Atominvest for Excel is an Excel plugin developed by Atominvest Software that enables users to access Atominvest portfolio, cashflow, and ESG data in real time. This plugin is designed specifically for clients of Atominvest, requiring a valid Atominvest license. It integrates seamlessly with Excel, allowing users to read and make changes to their documents, and send data over the Internet.

    The plugin is recognized for its simplicity and intuitiveness, making it easy for users to pull and analyze their Atominvest data directly within Excel. With Atominvest for Excel, users can search their Atominvest data, build custom queries to extract data in bulk, and update their Excel worksheets and models with just a click of a button.

    Common Use Cases

    • A
      Sourcetable Integration
      Pull and analyze real-time Atominvest portfolio data within Excel
    • A
      Sourcetable Integration
      Seamlessly update Excel worksheets and financial models with Atominvest data
    • A
      Sourcetable Integration
      Build custom queries to extract bulk data from Atominvest into Excel spreadsheets
    • A
      Sourcetable Integration
      Search and analyze Atominvest cashflow and ESG data directly within Excel
    • A
      Sourcetable Integration
      Utilize dynamic formula builder and database search within Excel for efficient data management



    Frequently Asked Questions

    What functionalities does the Atom Excel plugin provide?

    The Atom Excel plugin allows clients to pull and analyze their portfolio data in real-time, access portfolio management data, including investments, funds, assets, and securities, as well as portfolio cashflows, financial metrics, operating KPIs, and ESG data within Excel. It also includes a dynamic formula builder, database search functionality, and the ability to build custom queries and extract data in bulk from Atominvest into Excel.

    How does the Atom Excel plugin enhance data management for Atominvest clients?

    The plugin offers a simple and intuitive interface, enabling clients to easily manage and update portfolio data such as investments, funds, assets, securities, financial metrics, operating KPIs, and ESG data. It provides front-to-back office solutions like deal, portfolio, and ESG management, investor relations, reporting, and onboarding.

    Can the Atom Excel plugin update Excel worksheets automatically?

    Yes, the plugin has a refresh functionality that allows users to update Excel worksheets and models with a single click.

    Is the Atom Excel plugin intended for any Excel user?

    No, the Atom Excel plugin is designed specifically for the asset management and private markets industry and is intended for use by clients of Atominvest who have a valid Atominvest license.

    What are the capabilities of Excel's Power Pivot in relation to ATOMSVC files?

    Excel's Power Pivot can open ATOMSVC files, import data from them, and may require enabling the Power Pivot add-in to work with these files. Users access these files through the Insert > PivotTable feature in Excel, and the data imported can be saved in formats like CSV and XLSX.

    Conclusion

    In summary, the Atominvest Excel plugin offers robust features for asset management and private markets professionals, allowing them to seamlessly access a wide range of portfolio data, including investments, funds, assets, securities, cashflows, financial metrics, operating KPIs, and ESG data within the familiar environment of Excel. With a dynamic formula builder, database search functionality, and the ability to build custom queries and refresh data, this plugin stands out as an essential tool for data analysis and decision-making. It requires a valid Atominvest license and offers the convenience of making changes to Excel documents and securely sending data over the Internet. However, for those looking for an even more integrated solution, Sourcetable provides a direct way to import data into a spreadsheet without the need for a plugin. Sign up for Sourcetable today to get started and streamline your data management process.

    Recommended Excel Plugins

    Start working with Live Data

    Analyze data, automate reports and create live dashboards
    for all your business applications, without code. Get unlimited access free for 14 days.