Who are we to tell you how to analyse a company? That's why our Xbrl example spreadsheets are merely that - examples. The tech behind it is simple, been around for years (ie. works!) and is easy to deploy. The examples provide a starting point and hint at what's possible. You build on them to create a custom sheet that meets your specific analytical needs or you can start from scratch.
So how do I build a sheet from scratch? Well watch this short video.
And these videos will also give you a flavour of how to customise existing queries as they demonstrate the example sheets in use.
You can add bells and whistles like set them to automatically update when you open a sheet or provide extra layers of automation by incorporating them in a VBA macro to fully harness the power of Excel.
