Q.
How do I integrate my Excel data with U-Rite?
Supercharge your Excel Model by integrating it with U-Rite. Here’s a step-by-step guide:
- Open your Excel File
Launch Excel and open the file you want to connect to U-Rite.
- Open U-Rite
In the top Excel ribbon, click the U-Rite tab. Then select Open U-Rite.
- Link Data from U-Rite to Excel
Now that you’re in the U-Rite Engine, you can start linking values directly into your Excel model.- Click on the field U-Rite that you want to link
- Then click the "Link Excel" button or alternatively you can use Ctrl + =
Because real analysts don't use their mouse, they use shortcuts!
- Select the Excel Range
After hitting Link Excel (or using the shortcut), you'll be taken back to your Excel file. Now:- Highlight the cell or range in Excel that you want to link to the U-Rite field.
- Hit Enter - and you're done. The link is now active.
- Why didn't that link?
It looks like the Mgmt Fee and RE Taxes didn't link. That's because they're set as % of line.
To link those, Click the gear icon next to the % of line item.
- Then press Ctrl + = on the target line (like Effective Gross Revenue) and select the Excel range.
