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GuruFocus launched a new Excel add-on for Google Sheets

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Apr 13, 2022
Summary
  • Google Sheets add-on gives GuruFocus users a new way to retrieve financial data.
  • Users can install the new add-on through the Google Workspace Marketplace.
  • GuruFocus developed a few model templates; users can save a copy for their use.
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GuruFocus is proud to announce the launch of a new Excel add-on for Google Sheets, giving users a new way to retrieve historical financial data.

Installation

To install the Google Sheets add-on, first open the Google Workspace Marketplace and then search for “GuruFocus Tools” in the “Search applications” field.

You can also download the add-on directly from GuruFocus’ website by clicking on the “Google Sheets Add-on” underneath the Tools menu, as Figure 1 illustrates.

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Figure 1

Figure 2 illustrates the GuruFocus Tools application on the Google Workspace Marketplace, page while Figure 3 illustrates the GuruFocus Tools application on the GuruFocus website.

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Figure 2

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Figure 3

Click on the Install button to install the add-on. You will then receive a pop-up saying that the add-on was successfully downloaded.

Please note: If you receive an error message in which you cannot download our add-on (as Figure 4 illustrates), it may be because you are not logged in to a Google account, or because you are logged into too many Google accounts. To resolve this issue, try logging out of all Google accounts, then log in to your preferred Google account and try installing the add-on again.

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Figure 4

Once you install GuruFocus Tools, you can then open Google Sheets and activate the add-on. You will find GuruFocus Tools underneath the “Extensions” tab, as Figure 5 illustrates.

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Figure 5

Click on “Open Dashboard” to open the GuruFocus Tools dashboard, as Figure 6 illustrates. Log in to the add-on using the same username and password as your GuruFocus account.

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Figure 6

Inserting GURUF formulas

To insert a function, click on “Insert GURUF” and enter the required parameters, as illustrated in Figure 7.

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Figure 7

Figure 8 illustrates a sample formula that retrieves Apple Inc.’s (

AAPL, Financial) annual revenue from 2018 to 2021, with dates and the data applied vertically. Click the Insert button to load the data into the spreadsheet.

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Figure 8

Downloading predefined templates

GuruFocus developed several predefined templates that users can download and save a copy of for their own use. To access the templates, click on the “Templates” button, as Figure 9 illustrates. Figure 10 displays the templates available to download.

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Figure 9

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Figure 10

You can also access the templates using the “Explore Templates” button on the GuruFocus Tools webpage, as Figure 11 illustrates.

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Figure 11

To download a copy of the template, click on the File menu and select “Make a copy,” as Figure 12 illustrates.

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Figure 12

Enter the desired name of your copy and click the green “Make a copy” button to save the template into your Google Drive. Figure 13 illustrates the “make a copy” wizard.

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Figure 13

If you have any questions about our Google Sheets feature, feel free contact us via support ticket or live chat. Users can also book a demo of the Google Sheets feature by clicking on the “Book a Demo” button, as Figure 14 illustrates.

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Figure 14

Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure
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