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Excel

Updated Sep 27, 2026

The TagniFi Ribbon

The TagniFi Ribbon provides easy access to Data, Share, and Info options for the TagniFi Excel Add-In.

Data

  • ·Build - Opens the TagniFi Function Builder in a new browser window to build custom TagniFi functions.
  • ·Models - Opens the Model Library in the task pane, where you can easily access pre-made Excel models.
  • ·Search - Opens the appropriate search in the TagniFi Console.
  • ·Refresh - Refreshes all of the data in the active spreadsheet.
  • ·Source Data - Displays the source and calculation of the data in the selected TagniFi cell, along with a link to the SEC filing.

Share

  • ·Export - Creates a copy of your current spreadsheet and converts all of the TagniFi functions into hard-coded values for sharing with others.
  • ·Import - Converts your hard-coded functions from exported models back into their TagniFi functions. Note that this option is only available when viewing a model that has been previously converted using Export.

Info

  • ·Account - Access your account, options, and settings for the TagniFi Excel Add-In.
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