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Tutorials

If you have a Windows computer with Microsoft Excel, we recommend installing and using XBRLAnalyst Add-in, because it provides many advanced capabilities for populating Excel models with live auto-updated financial data. If you have a Mac computer or want to work with Excel models in a browser, we recommend installing a web-based version called iXBRLAnalyst, which is available from the Microsoft Add-in store for Excel.

The video tutorials below demonstrate how to use XBRLAnalyst to fetch data in Excel for your financial analysis and investment projects.

iXBRLAnalyst tutorials

Overview of iXBRLAnalyst

XBRLAnalyst tutorials


XBRLAnalyst Installation


Overview of XBRLAnalyst


Create automated templates


Review Draft XBRL reports


XBRLFact tutorial


Adding new financial definitions


Valuation Model – Harley Davidson


Dimensions
(Business Segments)


Features of Comps Table Report


Financial Disclosure Data with XBRLPivot