Semeris Docs for Excel - Add-in Support

Requirements for Using the Add-in

An active Semeris Docs account is essential for utilizing the Semeris Docs for Excel add-in. If you're not yet a customer, we warmly invite you to join us through semeris.com to get started.

Overview of Key Features

Our Excel add-in is designed to enhance your data analysis experience with the following key features:

  • Semeris Formulas: Enable you to download deal data directly into Excel. For instance, using =SEMERIS.DATAPOINT("SomeDeal", "SomeDatapoint") fetches a selected datapoint value for the given deal.

  • Build Data Table: A user-friendly wizard that assists you in creating data tables effortlessly.

  • Current Cell Details: Provides detailed information about the data present in the currently selected cell, enriching your data understanding.

Getting Started with Semeris Docs for Excel

For a smooth start, follow these initial steps:

Step 1 - Login to Semeris Docs

  1. Within Excel, click the Home button on the SEMERIS ribbon.

  2. Choose Login and enter your Semeris Docs credentials.

Step 2 - Pick Asset Classes

  1. Select Pick Asset Class to customize your add-in experience by choosing your relevant asset classes.

  2. Your selection is automatically saved.

Semeris Formulas

DATAPOINT formula

Syntax: SEMERIS.DATAPOINT(identifier, datapoint)

This function downloads from Semeris Docs and returns the value of a specific datapoint for a specific deal.

identifier: Commonly used deal identifiers (e.g. BGG, CUSIP, ISIN, Semeris).

datapoint: Semeris datapoint identifier. We recommend using the Build Data Table tool to populate your sheet with these identifiers.

IDENTIFIER formula

Syntax: SEMERIS.IDENTIFIER(identifier)

This function resolves commonly used deal identifiers (e.g. Bloomberg, ISIN, CUSIP) to a Semeris identifier. Useful to verify if a deal exists in Semeris Docs. Along with other identifiers the Semeris Id can be used as input in the SEMERIS.DATAPOINT function.

identifier: BGG, CUSIP, ISIN identifier

TEST formula

Syntax: SEMERIS.TEST()

This function tests the connection to Semeris Docs and is mainly intended for troubleshooting purposes.

How to Get Help

Should you need assistance, the Function Reference and Help sections within the add-in's SEMERIS ribbon are at your service for immediate support. For more information, visit our online help at docs.semeris.com (requires login).

For further assistance, please don't hesitate to contact us at support@semeris.com. We are here to help.

We appreciate your choice of the Semeris Docs for Excel add-in. Your feedback is invaluable to us as we strive to improve continually.