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Tutorials

If you have a Windows computer with Microsoft Excel, we recommend installing and using XBRLAnalyst Add-in, because it provides many advanced capabilities for populating Excel models with live auto-updated financial data. If you have a Mac computer or want to work with Excel models in a browser, we recommend installing a web-based version called iXBRLAnalyst, which is available from the Microsoft Add-in store for Excel.

The video tutorials below demonstrate how to use XBRLAnalyst to fetch data in Excel for your financial analysis and investment projects.

iXBRLAnalyst tutorials

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Overview of iXBRLAnalyst

XBRLAnalyst tutorials

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XBRLAnalyst Installation

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Overview of XBRLAnalyst

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Create automated templates

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Review Draft XBRL reports

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XBRLFact tutorial

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Adding new financial definitions

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Valuation Model – Harley Davidson

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Dimensions
(Business Segments)

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Features of Comps Table Report

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Financial Disclosure Data with XBRLPivot