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User Options
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Sign In – this is how users enter in their Alpha Theory credentials to connect their workbook to Alpha Theory data.
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Tools
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Functions – this is where users can find the available Alpha Theory functions and their descriptions. Users can also insert functions into the spreadsheet and fill out their values here.
- Reset Functions - refreshes the functions in the Excel worksheet without uploading data to Alpha Theory.
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Environment
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Upload Data – this button allows users to upload data to their Alpha Theory environment. For example, this button will push data from the SCENARIO_ENTRY, PT_BUILDER, and CUSTOMFIELD_SET functions.
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Retrieve Data – this button allows users to pull in data from their Alpha Theory environment. For example, this button will retrieve data from Alpha Theory for the ASSET_TAG_GET, FUND_GET, and SCENARIO_GET functions.
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Help and Support
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Settings – access to internal support features.
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About - shows current version number and a button to access Software Updates.
- Help Center– access to Alpha Theory’s online Help Center, with helpful How-To articles on Excel Connect functionality
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Contact Support – allows users to email Alpha Theory Support, and provides a support phone number to call.
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