What is Caissa?

Caissa is a data and reporting tool designed to facilitate the management and analysis of data. It is an Excel Add-in that is part of the broader Caissa Platform, which offers various reporting tools and services aimed at streamlining the process of generating performance reports and manager tear sheets.

The tool is produced by MSCI Inc and it enables users to upload their own data, construct custom reports, and automate repetitive tasks, thereby increasing transparency and preserving company branding. Caissa requires an active subscription to the Caissa Platform and is compatible with Office 365 version 2002 or later.

As a service, the Caissa Platform provides a suite of tools that include dashboards, report automation, and flexible reporting options. Users can create customizable reports, export them to PDF packages, and schedule automated report generation.

In terms of data, Caissa has the capability to collect, enrich, and interact with data through its APIs. It is specifically recognized as a Private Capital tool, suggesting its utility in managing and reporting on private capital investments or related financial data.

Caissa Plugins for Excel

Uploading Investment Data

Users of the Caissa Excel plugin have the capability to upload investment data directly into the plugin. This feature is designed to allow for efficient data management and analysis within the Caissa Platform.

Building Custom Reports

With Caissa Excel plugins, users can build custom reports tailored to their specific needs. This functionality enhances the analytical capabilities of the Caissa Platform, providing users with personalized insights into their investment data.

Platform Compatibility

The Caissa plugins are designed to work across different operating systems and versions of Excel, including Windows, Mac, and Office Online. This cross-platform compatibility ensures that all subscribers of the Caissa Platform can leverage the benefits of the Caissa Excel plugin regardless of their device or software environment.

Common Use Cases

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  Upload investment data directly into Excel
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  Build customized investment reports within Excel
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  Read and edit Excel documents with investment data
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  Send investment data over the internet from within Excel

Frequently Asked Questions

What is the Caissa Excel plugin and who can use it?

The Caissa Excel plugin, also known as the Caissa Data and Reporting Tool, is an Excel Add-in designed for users of the Caissa Platform. It is available to subscribers of the Caissa Platform and is compatible with certain versions of Office 365 on Windows and Mac, as well as Office Online.

What functionalities does the Caissa Excel plugin provide?

The plugin allows users to upload investment data, build customized reports, import and export data between Excel and the Caissa Platform, and automate repetitive tasks. It also features custom functions to pull data into Excel, maintains company branding, and can generate reports that include various investment analytics.

How does the Caissa plugin enhance reporting in Excel?

The plugin automates the reporting process, increases transparency, and saves time by allowing for the streamlined generation of reports. It enables users to use Excel’s native functionality alongside custom functions for Caissa, and reports can be exported into a PDF and delivered to a Report Inbox. The Report Scheduler feature can also automate report generation within Excel.

Can the Caissa plugin read and modify Excel documents?

Yes, the Caissa plugin is capable of reading and making changes to Excel documents, and it can send data over the Internet.

What types of analytics can be populated in reports using the Caissa plugin?

The plugin allows for a variety of investment analytics to be populated in Excel-based reports, including exposure analysis, liquidation schedules, attribution, stress testing, and performance analytics.