Alpha Theory Ribbon Overview

• User Options

  • Sign In – this is how users enter in their Alpha Theory credentials to connect their workbook to Alpha Theory data.

• Tools

  • 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.

• Environment

  • 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.

  • 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.

• Help and Support

  • Settings – access to internal support features.

  • 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   

  • Contact Support – allows users to email Alpha Theory Support, and provides a support phone number to call.