EFM - Sharing with Investors
Contents
Sharing the original Excel file is not permitted unless the recipients also hold a valid license. However, since providing an Excel file is often necessary for purposes such as investment evaluation or financial due diligence, a dedicated export function has been integrated into the tool to allow transparent sharing with banks, investors, and other third parties.
The export function allows you to generate a new Excel file (in *.xlsx format) containing your entire planning model – including all worksheets – with just one click.
The export function creates a new Excel file that includes all content from your current planning version: •All data, tables, and charts •Current values across all worksheets
Optional: Exporting with all formulas If you need to provide a fully functional Excel file including all formulas, the recipient must also purchase a valid EFM license. |
The export is fully automated via a macro and works as follows: 1.Go to the “Inputs” worksheet. 2.Click the “Export Data” button at the top of the sheet. 3.A dialog box will appear, allowing you to cancel the operation if needed. 4.The tool will create a new file containing all data in value-only format. Note: Depending on your system performance, the export may take up to one minute to complete. Once the export is finished, you will see a confirmation message.
|