Excel Templates

Here are three sample data sets that may be used to build new portfolios. Use any set to see how Portfolio data is set up, import and create a new Portfolio for training purposes, or use as a starting point for adding your own data to the portfolio.

• Quickstart Simple is a set of files designed for beginners and contains all necessary sheets to create a first Portfolio. There are instructions in the first tab to guide the user through the process:
  • Quickstart Simple Portfolio Input Template
  • Monte Carlo (scenario).json
  • Compare Scenarios w NPV (portfolio).json
  • Compare Scenarios (portfolio).json
  • Scenario Dashboard (scenario).json
• Porfolio Advanced Data, Expressions, and Constraints make up an advanced modeling example that can be used for reference or advanced training:
  • Portfolio Advanced Constraints
  • Portfolio Advanced Data File Example
  • Portfolio Advanced Expressions Example
• Portfolio Group and Filter Data and Expressions files show additional examples of how expressions may be grouped and filtered:
  • Portfolio Group and Filter Data File
  • Portfolio Group and Filter Expressions p4