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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
Utilize the Search function to swiftly locate over 20 report objects, such as identifying which reports utilize a specific table or contain subreports. The Cross Reference feature provides comprehensive insights into the usage of all objects within your report. For instance, if you select a formula, you can easily identify which design elements reference it, including other formulas or sections of the report. Report Analyzer includes a collection of high-quality presentation reports that offer extensive information about your Crystal Reports projects. One notable example is the Database Dictionary report, which enumerates all database tables and fields utilized in each report. Additionally, you have the ability to incorporate your own customized reports into the existing library. The Formulas window allows you to examine report formulas, alongside any potential errors and suggestions for design improvements. Furthermore, you can explore various aspects such as formula properties, call trees, conditional formulas, and formula variables, among other features, ensuring a thorough understanding of your report's components. This comprehensive toolset enhances your ability to manage and refine your reports efficiently.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Pricing Details
$2.39/month/user
Monthly subscription. Volume discount available through Microsoft Marketplace.
Free Trial
Free Version
Pricing Details
$449 one-time payment
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
Cortex Systems
Founded
1999
Country
Australia
Website
www.cortexsystems.com.au
Product Features
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
