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Use Excel 2016 like a boss

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Have you ever wanted to manage your time like a CEO, understand your cashflow like a CFO or analyze your NASDAQ stock performance like a Wall Street pro? Executives get a lot of help from others to build insights, and now Excel 2016 can do the same for you with a few clicks.

Several new business analysis feature tours highlight how you can use Excel 2016 to Get & Transform data, use Power Pivot to model and analyze data and visualize that data in new ways. You can find these feature tours in the Excel template gallery.

The new business analysis feature tours

To access the new feature tours in Excel, you should be running the new Office 2016 that is available with Office 365. When you open Excel you will see the feature tours as shown in the image below.

Templates

Manage your time like a CEO

You probably asked yourself more than once, “How am I spending my time and with whom?” The My Calendar Insights tour can answer these questions for you.

My Calendar Insights - 2

The My Calendar Insights tour seamlessly connects to your Exchange account and surfaces how much time you spend in meetings, who you meet with the most, who you do not meet very often and the times of the day you frequently meet.

Analyze your NASDAQ stock performance like a Wall Street pro

Ever wanted an online stock analysis tool that you can customize to fit your needs? The My Stock Analysis tour gives you a snapshot of NASDAQ stock performance—in real time.

My Stock Analysis - 3

Using freely available NASDAQ historical data, the My Stock Analysis tour allows you to quickly analyze and compare the performance of three symbols over a selected period of time. If you like, you can also easily customize it to look the way you want.

Get insights about your year-over-year cashflow like a CFO

Ever wondered if you cut spending as much as you predicted or how an increase in your annual bonus can improve your financial state? The My Cashflow tour can figure it out for you.

My Cashflow - 4

Once you are done entering your expenses and income to a dedicated table in the My Cashflow tour, it immediately provides you with year-over-year insights to help you balance your home or business budget and meet your financial goals.

Learn more about the business analysis feature tours

Click the Learn More tab to learn more about each tour and how each one can be customized, or just click the following links:

You can also expand your knowledge on the technologies that were used to create the business analysis feature tours by exploring the content in the following links:

Tell us what you think

This is just a glimpse of how you can benefit from the new business analysis feature tours in Excel 2016 for desktop. Try them out yourself and let us know what you think at the Excel UserVoice or leave a comment. Please note that the business analysis feature tours are currently only available in English.

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32 comments
  1. I tried Calendar Insights with Office 365 Exchange Online service, but with enabled MFA sign in options Excel just hangs at data loading screen after sign in. Is MFA or Office 365 supported?

    • Try deleting your Exchange credentials.
      You can do that by clicking Data Tab > (In “Get & Transform” section)New Query > Data Source Settings
      In the dialog delete “Exchange” and try again

  2. Caitlin Knox

    I also tried the Calendar Insights. It spun for some time in the data loading screen, and eventually gave a Run-time error 1004

    • Please follow the instructions in my response to Pert Vlk

  3. Good for English Excel users. My Korean version of office 2016 does not support most of templates, and do not understand why.

    • Due to high demand, we’ll be rolling out the English business analysis feature tours in most locations over the coming weeks.

      • hello
        please make available the “My Stock Analysis” template (english version). Obviously a german version is not yet available.

        Thank you, regards

        • Hi Rolf,

          We’ve released the English version of “My Stock Analysis” as well as “My Cashflow” and “My Calendar” for German users. Please try again and share your thoughts with us.

          Thanks,
          Kobi

          • Hello Kobi

            Why not let me know where to download (link)? This would be a great service!

            Thank you, regards

          • Hello Koby

            I use the GERMAN version of office 2016! Please upload the ENGLISH version of “STOCK ANALYSIS”! (as you did with the calendar) See mail from Gil Raviv (1 month ago)
            Thank you, regards

        • Hello Rolf,

          I’ve uploaded the template and you can find it in the following link:
          https://doc.co/ghmGNi
          Please note that you should be able to find the template in German version as well if you’ll follow the instructions in my previous comment.

          Thanks,
          Kobi

  4. Good morning/day/evening,

    are these templates not available yet for other Excel languages, such as German or French?
    If so, can you please tell me when they will become available? Thanks 🙂

    Best regards,
    Mourad Louha

    • We are working on localizing the tour templates to other languages as well.

      • Guy,

        Can you send me the templates or tell me where to download the english versions? I am using a German Excel and being an MCT I would love to have an early a look at theses awesome templates.

        Many thanks & best regards,
        Dominik.

        • Due to high demand, we’ll be rolling out the English business analysis feature tours in most locations over the coming weeks.

        • Hi Dominik,

          We’ve released the English version of business analysis feature tours for most (German is included) of the languages . Please try again and share your thoughts with us.

          Thanks,
          Kobi

  5. So, is this not available to business users with the Pro Plus licensing? just available to Office 365 users?

    • It should be available for Office 2016 users. if you have an earlier version you will not be able to download the tour templates.

  6. I’m very impressed with the My Cashflow Template and it seems ideal for my purposes. The template seems only to be a tour though. Is there a blank template that can be used for our cashflow that will generate graphs/outputs in the same way? It doesn’t seem to be possible to change anything other than the sample data. Thanks.

  7. Great approach. Can someone confirm my perception that the Calendar Insights does not handle recurring meetings correctly? It looks to me that every recurring meeting is treated as a weekly occurrence, so meetings that occur every three months show up every week in the Meetings Data tab. It shows me spending most of my time with people I only meet with four times a year.

    • You are correct. We assume that all recurring meetings are weekly due to a limitation on the Exchange Connector. We will fix the template in the future.

    • You are right. The recurring meetings period is assumed to be weekly due to a limitation we have in the Exchange connector. We plan to fix it in the near future.

  8. Oh, and the VBA in the Calendar Insights takes over the Ctrl-r shortcut. Not a good idea, since many people use it to copy to the right.

    • Good point. We will change it in the next version.

    • Hi Oriol,

      We’ve released the English version business analysis feature tours for most of the languages. Please try again and share your thoughts with us.

      Thanks,
      Kobi

  9. Oh! My Calendar Insights is a really useful template for me who has lots of meetings on a daily basis. But can I link this to outlook?

    -Utkarsh
    Owner of http://easylearnings.in/

    • Hi Utkarsh,

      If you are referring to Outlook.com then unfortunately it is not supported at the moment.
      To access your calendar using the template, you need an active account on an Exchange Server, or on Exchange Online as part of your Office 365 subscription.

      Thanks,
      Kobi

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