Exporting a View with Excel Connect Formulas Built In

1. Pull up a view in Alpha Theory that has all desired assets and applicable scenario research columns.

2. Navigate to the “Save” button to the right of the views drop-down, and click on the drop-down arrow. Once the menu expands, click “Manage View...”

3. In the manage view pop-up window, select the box next to “Export Excel Connect Functions,” and click “Save.”

4. Once done, click the “MENU” drop-down in the top-right corner of the screen, and select “Export Excel.” Once downloaded, you can access the file, which will include the appropriate formulas in a separate tab.

   • NOTE: For more detailed instructions on Exporting Views, see this article.