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Description
Formula Manager for Excel is an enterprise-grade desktop add-in designed by Uniform Software to help financial analysts, accountants, FP&A teams, and data specialists audit, manage, and automate complex spreadsheets. Operating directly from a dedicated tab on the Microsoft Excel ribbon, it replaces slow manual spreadsheet maintenance with automated batch workflows, formula dependency tracking, and deep structural diagnostics.
Key Features & Business Benefits
• Workbook Auditing & Dependency Mapping: Inspect two-way formula connections across multi-sheet workbooks using "Referred By" and "Refers To" panels. Quickly locate broken references (#REF!), hidden names, 3D ranges, and external links to reduce model risk.
• Extended Diagnostic Scans: Uncover hidden formula logic in non-standard locations, including data validations, hyperlinks, and embedded objects. Identify unused names and duplicate global/local scopes to clean up legacy workbooks.
• Batch Naming & Formula Automation: Generate sequentially named ranges (e.g., Region??) or formula patterns across rows and columns in seconds using flexible wildcard syntax.
• Bulk Grid Export/Import: Export name definitions to an editable worksheet grid, execute bulk edits, validate formula syntax, and safely re-import definitions into the workbook.
• Enterprise Risk Protection: Built-in safety mechanisms automatically create timestamped workbook backups prior to committing bulk changes, scope conversions.
Deployment & Purchasing
Formula Manager for Excel supports desktop versions of Microsoft Excel on Windows 10 (version 19041.0 or higher) and Windows 11. It is available with a 7-day (Microsoft Store) or 30-day (Microsoft Marketplace) free trial and subscription plans starting at $2.39 USD/month per user/month.
Description
The default file format for PlanMaker 2021 is XLSX, which eliminates the hassle of importing and exporting files. This compatibility allows you to seamlessly open workbooks created in PlanMaker using Microsoft Excel and vice versa, without any need for conversion. Additionally, PlanMaker 2021 enables the editing of XLS files and the creation of high-quality PDF documents from your spreadsheets. New features also include the ability to generate archival PDFs in PDF/A format for long-lasting document storage. Users familiar with Excel will find it easy to transition to PlanMaker 2021, as there is no need to adjust to a different interface or learn new calculation functions, ensuring full compatibility with Excel. This software supports up to one million rows per worksheet, making it suitable for handling large datasets effectively. To manage these extensive data sets, you can utilize pivot tables, data consolidation, scenarios, data grouping, autofilter, and specialized filters. Furthermore, real-time calculations displayed in the status bar keep you informed of any data updates, enhancing your workflow efficiency. Overall, PlanMaker 2021 stands out as a versatile tool for both novice and advanced users alike.
API Access
Has API
API Access
Has API
Pricing Details
$2.39/month/user
Monthly subscription. Volume discount available through Microsoft Marketplace.
Free Trial
Free Version
Pricing Details
$16.50 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Uniform Software Limited
Founded
2008
Country
United Kingdom
Website
uniformsoftware.com/formula-manager
Vendor Details
Company Name
SoftMaker
Country
Germany
Website
www.softmaker.de/softmaker-office-planmaker
Product Features
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates
Product Features
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates