Fieldguide's Excel add-in lets you dynamically insert financial audit data from Fieldguide into an Excel file. You can insert accounts, trial balance values, and engagement information by using the custom Excel functions it provides. The add-in can sync changes into the Excel file when they're made to the data in Fieldguide (one-way sync).

The add-in provides Fieldguide-specific Excel functions (used by formulas) designed to reference specific pieces of your Fieldguide data. When you insert a Fieldguide function into a cell, Excel will evaluate it and populate the cell with your actual Fieldguide data. Use the add-in's formula builder to help you select the desired types of data and build formulas with the correct functions and arguments.

Just like with any Excel formula, you can include references, constants, operators, and functions. You can use references to make formulas that evaluate based off other cells' values. For example, this formula pulls in the account name from Fieldguide that matches the account number in cell A1: =FG.ACCOUNT("C", A1, "CNAME", 0).

Formula values refresh automatically when you open an Excel file. To refresh data manually, click Sync in the add-in. View the last sync time at the bottom of the add-in.

Using Fieldguide's Excel functions requires an understanding of Excel's functionality, including formulas and functions. Below are some key terms and definitions to help you get started. Refer to Microsoft's documentation for additional information.