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Introduction 1 min
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Lesson 1: Downloading the Excel Plugin 2 min
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Lesson 2: Setting up your Workspace 4 min
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Lesson 3: PitchBook Identifiers (PBIds) 4 min
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Lesson 4: Formula Builder 4 min
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Lesson 5: Template Library 3 min
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Lesson 6: Uploading Saved Searches 6 min
- Test your Knowledge
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Excel Plugin Essentials Quiz 3 min
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Practice: Formula Builder 3 min
- Additional Resources
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Conclusion
Excel Plugin: Essentials
Course 4 of 5 in PitchBook Platform Foundations Certification
Get started with the PitchBook Excel Plugin and harness PitchBook’s global public and private market data.
With PitchBook’s Excel Plugin for Windows, Office 365, and Mac you can bridge discovery and analysis in an instant. This introductory course will orient you to PitchBook's Excel Plugin and equip you with the necessary tools to streamline your workflow.
We'll cover how to:
- Find and download the Excel Plugin.
- Leverage prebuilt templates from the Excel Plugin template library.
- Build Excel formulas that sync with PitchBook data.
- And more!
Who should take this course?
- New and provisioned users looking to save time with PitchBook's Excel Plugin
Duration: 30 mins
Note: We recommend completing PitchBook 101 prior to this training.