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OpenBB Add-In for Excel
Excel Office add-in from OpenBB, Inc (marketplace title OpenBB Add-In for Excel, AppSource WA200006381, publisher OpenBB, Inc) that pulls OpenBB Workspace market and economic data into Microsoft Excel as workbook formulas. Marketplace title OpenBB Add-In for Excel | Microsoft Marketplace; by OpenBB, Inc; 5.0 (2 ratings); Get it now. Marketplace overview: Integrating real-time and historical market and economic data directly into your spreadsheets; OpenBB for Excel opens the gateway to a wealth of standardized financial data sourced from top-tier industry providers such as Polygon.io, Financial Modeling Prep, Benzinga, Intrinio, the Federal Reserve Bank of St. Louis, Trading Economics, and Ultima Insights, among others; data standardization across equity, fixed income, cryptocurrency, and macroeconomics. Marketplace note: This Office and SharePoint Add-in is only accessible with an OpenBB Terminal Pro account; introductory price $399/month per seat for the first year then $799/month/seat (marketplace copy as of 2026-09-23; vendor pricing page now lists Workspace editions). This listing is the OpenBB Add-in for Excel (Office.js / Microsoft Marketplace Get it now; install from Excel Home > Add-ins > More add-ins, STORE tab, search OpenBB, Add) — not OpenBB Workspace as a second catalog row, not Workspace Lite, not Open Data Platform (ODP) Desktop/Python/CLI, not the OpenBB Python package, and not the Snowflake Native App. Vendor install docs title Getting Started | OpenBB Add-in for Excel Docs (last updated Aug 24, 2026 by DidierRLopes): available on Windows (Microsoft 365), Mac (Microsoft 365), and Excel on the web; requires access to OpenBB Workspace; individual AppSource install or Microsoft 365 admin center Settings > Integrated apps > Get apps deployment. Overview title OpenBB Add-in for Excel Docs: enterprise users access OpenBB Workspace widget data in Excel; Excel formula option in widget settings; =OBB.WIDGET(...) and =OBB.GET(...); dashboard-to-Excel export. OBB.WIDGET docs title OBB.WIDGET | OpenBB Add-in for Excel Docs: access any dataset from the OpenBB workspace; CORS must allow https://excel.openbb.co; HTTPS required for Mac or Excel on the web with Safari. Troubleshooting title Troubleshooting | OpenBB Add-in for Excel Docs: support@openbb.finance; #VALUE! / add-in not available / permission / duplicate ribbon tab. Marketplace product JSON WA200006381: additionalPurchasesRequired true; SupportLink https://docs.openbb.co; PrivacyPolicyUrl https://openbb.co/legal/privacy-policy; WorksWith Excel_2019_Mac, Excel_Online, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; AppVersion 1.0.1.1; ReleaseDate 2025-06-06T02:58:39.983+00:00. Vendor pricing page title Pricing | OpenBB: Community Free (individual license, cloud-hosted); Lite $2,400 / $1,200/year (50% off until 31 Aug, team license, self-hosted); Pro Custom pricing; Snowflake $500/year/seat; comparison includes Add-in for Excel. Contact title Contact | OpenBB: Partners & Support hello@openbb.co; Copyright © 2026 OpenBB Inc; Founder & CEO Didier Lopes. Marketplace icon HTTP 200 image/png 2045 bytes PNG last-modified 12/21/2023.
DataOperis Analysis Kit (OAK)
Excel add-in from Operis Group Limited (110 Cannon Street, London EC4N 6EU, United Kingdom; North America: 181 Bay Street, Suite 3530, Toronto, ON M5J 2T3, Canada) for developing, reviewing, and auditing large, complex spreadsheets inside Microsoft Excel. Operis.com titles it Operis Analysis Kit (OAK) — The award-winning spreadsheet modelling Excel add-in — and says the Operis Analysis Kit, otherwise known as OAK, is an Excel add-in that saves time when developing and auditing complex spreadsheets by assessing the model structure and identifying errors; OAK is the preferred Excel add-in used by financial modellers in the world’s largest banks, blue-chip firms and public sector bodies. The OAK product site (operisanalysiskit.com) titles Excel Financial Modelling | Auditing Tools| Operis Analysis Kit and says With OAK you can reduce risk of errors, review spreadsheets and make better decisions; 30+ tools helping you with each step of the spreadsheet modelling process, including Summarize, Map, Formula Explorer, Compare, Review Tool, Search, reconstruct/prune/optimize formulas, worksheet/cell/name utilities, and Excel Utilities (Casing, Colors, Jump, Switch Signs, Convert References, Delete Styles). Pricing page title Financial Modelling Fees | Excel Add-In Package | OAK: Annual Subscription: £311.66 (+ Tax if applicable); Buy now. Free trial page title Try OAK - Excel Add-in to better audit Excel spreadsheets: 30+ tools for finance and consulting professionals; Start your 30 day Free Trial (oak-free-trial / About OAK: risk-free, with no obligations and no credit card required). Support FAQ: from December 29th 2025, OAK version 5.7.008; installer https://assets.operisanalysiskit.com/downloads/OAK5-57008.msi (HTTP 200, application/x-msdownload). OAK 5 is subscription-based with a refreshed UI and Formula Walker; OAK 5 is a Windows-only application and will not work on the Apple Mac unless you run Windows Excel under virtualization (not officially supported). The single OAK5 msi file installs OAK and registers it for use in both 32-bit and 64-bit Excel. Default per-user install to %localappdata%\Operis\OAK5; from version 5.4.004 the installer Advanced button also allows per-machine install to C:\Program Files (x86)\Operis\OAK5 (admin rights). Executable Operis.OAK.Exe. Load/unload via Excel Add-Ins / COM Add-ins manager; if missing from the ribbon, File → Options → Add-ins → Manage Disabled Items → Enable OAK (Excel 2010-O365). OAK only runs in the click-to-run edition of Microsoft 365, not the Windows Store edition. Will OAK install on Windows 8 or Windows 10? Yes. Offline: OAK 5 needs to check subscription status; 3-day grace period if the server cannot be reached. Support: oak@operis.com; phone +44 (0)20 7562 0400; Atlassian customer portal for tickets / latest installer. About OAK: started as Operis’s in-house modelling-team application, then shared with clients; Winner of the Lifetime Achievement Award 2020 at the Financial Modelling Innovation Awards. Operis has offered project-finance advisory, modelling, model audit, tax & accounting, training, and this software since 1990. This listing is Operis Analysis Kit (OAK) — not Operis advisory, financial modelling services, model audit retainers, tax & accounting, or Operis Academy training as separate catalog rows.
ProductivityUtilitiesOracle Crystal Ball
Windows Excel add-in from Oracle for Monte Carlo simulation, forecasting, and optimization inside desktop Microsoft Excel spreadsheet models. Oracle's Crystal Ball product page titles it Crystal Ball and calls Oracle Crystal Ball the leading spreadsheet-based application for predictive modeling, forecasting, simulation, and optimization. Oracle's Crystal Ball spotlight PDF says Crystal Ball is an easy-to-use simulation program that helps you analyze the risks and uncertainties associated with your Microsoft Excel spreadsheet models, and that Excel by itself cannot run simulations so you need an add-in program like Crystal Ball. Oracle installation troubleshooting documents a Crystal Ball add-in that can be re-enabled from Excel File → Options → Add-Ins → Disabled Items (select "crystal ball" and Enable), plus an Application Manager option "When starting Microsoft Excel, automatically launch Crystal Ball". This listing is Oracle Crystal Ball (On-Premises) / Crystal Ball Basic Edition — not Crystal Ball Suite, not Crystal Ball Decision Optimizer, not Crystal Ball Classroom Faculty or Student editions, not Crystal Ball Enterprise Performance Management, and not Predictive Planning. Oracle Store (United States of America): US$1,210.00 per Application User, perpetual term; first-year Software Update License and Support US$266.20; Add to Cart. Crystal Ball Suite (combines Crystal Ball and Crystal Ball Decision Optimizer) is listed in the same store at US$2,420.00 per Application User perpetual and is not a second catalog row. Classroom Faculty Edition starts from US$455.00; Classroom Student Edition starts from US$3,000.00 (product page: full-functioned, self-expiring, term-limited one- and two-year licenses, minimum 25 seats, no technical support). Free trial download via Oracle eDelivery: Oracle Crystal Ball Release 11.1.3.0.0. Oracle Crystal Ball Compatibility Release Matrix for CB 11.1.3.0.100 (build 11.1.5085.0, Aug-24): Windows 10 / Windows 11 and Windows Server 2016/2019/2022; Microsoft Excel 2016 / 2019 / 2021 (32-bit and 64-bit) and Office 365. Requires Microsoft .NET Framework 4.x. Start menu path: Oracle Crystal Ball → Crystal Ball; Crystal Ball appears as a tab on the Excel ribbon.
DataProductivityOracle Smart View for Office
Windows Microsoft Office add-in from Oracle (Oracle Smart View for Office) that connects Microsoft Excel, Word, PowerPoint, and Outlook to Oracle Fusion Cloud Enterprise Performance Management (EPM) and on-premises EPM data sources so finance teams can view, import, manipulate, distribute, and share planning, close, and reporting data without leaving Office. This listing is the desktop Windows installer SmartView.exe — not Smart View (Mac and Browser), not a second catalog row for Word/Outlook/PowerPoint-only usage, and not a second catalog row for Smart View extensions (Narrative Reporting, EPM Books, Oracle BI EE, or browser add-ons). Not AppSource. Public download page title Oracle Smart View for Office Downloads (https://www.oracle.com/middleware/technologies/epm-smart-view-downloads.html HTTP 200): h1 Oracle Smart View for Office; Download the latest version - Oracle Smart View for Office 26.100 (Download Now, data-downloadfile 1224993-1217896); also Oracle Smart View for Office 25.200 (Download Now, data-downloadfile 1200089-1197849). Installation and Configuration Guide Release 26.100 G53061-03 September 2026 (PDF HTTP 200 application/pdf 1178281 bytes last-modified Wed, 02 Sep 2026): To install Oracle Smart View for Office directly from Oracle Technology Resources (OTR; formerly Oracle Technology Network, OTN): go to the Oracle Smart View for Office information page on OTR (same download URL); click Download Now (Oracle Software Delivery Cloud; Oracle login if prompted); accept the Oracle Gadgets License Agreement; select Oracle Smart View for Office <version>; under Platforms there is only one Smart View executable file for all platforms (Oracle recommends All); download the Oracle Software Download Manager EXE, then the Smart View ZIP; to start the installation wizard, right-click SmartView.exe and select Run as administrator. Prerequisites: close all Microsoft Office applications including Outlook; terminate Excel, Word, PowerPoint, and Outlook processes; a supported Microsoft .NET Framework is required to install and use Smart View. When installation is complete, the Smart View ribbon tab is displayed the next time you open Microsoft Excel, PowerPoint, or Word. Command-line/silent examples use SmartView.exe /s and pass options to the Smart View MSI installer. Readme Release 26.100 G53060-03 September 2026 (PDF HTTP 200 application/pdf 200262 bytes): you can download this release from My Oracle Support (MOS); complete installation instructions are in the Installation and Configuration Guide on the Oracle Help Center Smart View for Office library. Supported Platforms: Oracle supports and certifies the current release and one release prior (26.100 and 25.200) against current products on Premier Support. Microsoft Windows Operating System and .NET Support: Oracle Smart View for Office 26.100 is supported on Windows 11 and requires a supported version of Microsoft .NET Framework; Oracle recommends .NET Framework 4.8 or higher; Microsoft Windows 10 is no longer supported after October 14, 2025. Microsoft Office Support: Oracle Smart View for Office supports Microsoft Office 2021 and 2024; Oracle Smart View for Office 25.100 was the last release to support Office 2016 and Office 2019; starting release 25.200 onwards, Smart View no longer supports Office 2016 and Office 2019. Microsoft Office 365: Smart View for Windows requires locally installed supported versions of Microsoft Office 365 applications, including Office 365 ProPlus installed using Click-to-Run. Smart View (Mac and Browser) is a separate interface for Oracle Fusion Cloud EPM and Microsoft Office 365 in a web browser on Windows or Mac, or on Office for Mac — not this listing. Documentation library title Oracle Smart View for Office Documentation Release 26.x (https://docs.oracle.com/en/applications/enterprise-performance-management/smart-view/26.100/ HTTP 200): Welcome to the Smart View for Office documentation library. Oracle Smart View for Office works with data sources for both on-premises providers and for Oracle Cloud EPM services. Using Smart View, you can view, import, manipulate, distribute, and share data from various data sources using Microsoft Excel, Word, Outlook, and PowerPoint. Library includes Accessibility Guide, Developer's Guide (VBA), Installation and Configuration Guide, Readme, and User's Guide (User's Guide PDF HTTP 200 application/pdf 35854859 bytes last-modified Wed, 02 Sep 2026). Vendor EPM page title Enterprise Performance Management solutions | Oracle (https://www.oracle.com/performance-management/ HTTP 200): Oracle Fusion Cloud Enterprise Performance Management (EPM) helps move finance toward autonomous operations with connected planning, financial close, reporting, and master data management; Request a demo. Oracle Cloud Price List (https://www.oracle.com/cloud/price-list/ HTTP 200) has no public standalone Smart View add-in dollar SKU. Public price is contact-sales (Oracle Cloud EPM / on-premises EPM license required).
DataConnectorsOWOX Data Marts
Microsoft Excel Office.js add-in from OWOX (marketplace title OWOX Data Marts, AppSource WA200011946, publisher OWOX / PN200007437, builtFor Microsoft 365, AppVersion 1.0.0.0) that installs from the Microsoft Marketplace Excel add-in store and opens an OWOX Data Marts ribbon tab so authorised users can sign in with the same verified email as their OWOX profile, pick a published data mart, choose columns, filters and sort order, and write a bound report into the current workbook for later refresh without SQL, export files, or warehouse credentials. Marketplace title OWOX Data Marts | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200011946 HTTP 200): OWOX Data Marts by OWOX; Get it now (CTA_Get). Marketplace JSON (https://marketplace.microsoft.com/view/app/WA200011946?country=US HTTP 200): appActionType FREE; hasPrices false; additionalPurchasesRequired true; WorksWith Excel_2019_Mac, Excel_Online, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; ReleaseDate 2026-09-03; AppVersion 1.0.0.0; SupportLink https://docs.owox.com; PrivacyPolicyUrl https://www.owox.com/policies/privacy; determinedStorefronts Appsource; linkedAddIns empty; short description Self-serve analyst-defined data in Excel — BigQuery, Snowflake, Databricks and more. Marketplace description: data team defines each data mart once in OWOX (SQL, table or view, joins, business logic, access rules); in Excel a business user picks that mart, chooses columns, filters and sorts, and runs it; result lands as a report bound to the sheet; add-in is free to install and requires an OWOX Data Marts account at owox.com; every new project starts with a balance of free credits; each report run consumes credits; after the free balance, continued refreshing requires a paid OWOX subscription; supported warehouses Google BigQuery, Snowflake, Databricks, Amazon Athena and Amazon Redshift. Vendor product title OWOX Data Marts — Where Data Makes Sense (https://www.owox.com HTTP 200): spreadsheets destination plus Google Sheets Add-on, ChatGPT Plugin, Claude Connector and Data Studio Connector siblings of this Excel add-in. Vendor Excel docs title Microsoft Excel Destination | OWOX Data Marts (https://docs.owox.com/docs/destinations/supported-destinations/microsoft-excel/ HTTP 200): install from the Office Add-ins store inside Excel — Home tab -> Add-ins -> More Add-ins -> Store tab, search OWOX Data Marts, Add (older desktop builds Insert -> Get Add-ins); or start from the Microsoft Marketplace listing and select Get it now; then OWOX Data Marts ribbon tab -> Launch sidebar task pane; sign in with the Microsoft account Excel already uses; Excel on the web, Microsoft 365 on Windows or Mac, or Excel 2019 or later on Mac; the add-in does not support perpetual Excel 2019 and 2021 on Windows; requires an account at app.owox.com with access to at least one published Data Mart. Vendor pricing title Pricing & Plans | OWOX Data Marts (https://www.owox.com/pricing HTTP 200): Individual $295/month (150 credits) and Team $790/month (400 credits); Enable Data Marts in Google Sheets, Data Studio, and Excel. Vendor privacy title OWOX Privacy Policy (https://www.owox.com/policies/privacy HTTP 200). Marketplace Get it now is free to install; licensed access requires an OWOX Data Marts account (free credits to start, then a paid OWOX subscription). This listing is the Excel Office.js add-in OWOX Data Marts WA200011946 — not the Google Sheets add-on, Data Studio connector, ChatGPT plugin, Claude connector, OWOX MCP, OWOX web app / Data Marts platform, self-managed editions, or individual source connectors as standalone products.
DataConnectorsPathta
Microsoft Excel Office.js add-in from Now-Code (marketplace title Pathta, AppSource WA200011389, publisher Now-Code / PN200007114, builtFor Microsoft 365, AppVersion 1.0.0.0) that installs from the Microsoft Marketplace Excel add-in store and imports and refreshes accounting, ERP, CRM, and other Pathta-connected business data into Excel tables without manual exports or copy-pasting. Marketplace title Pathta | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200011389 HTTP 200): Pathta by Now-Code; Get it now (CTA_Get); short description Import and refresh your accounting and business data directly in Excel. Marketplace JSON (https://marketplace.microsoft.com/view/app/WA200011389?country=US HTTP 200): appActionType FREE; hasPrices false; additionalPurchasesRequired true; WorksWith Excel_2013, Excel_2016, Excel_2016_Mac, Excel_2019, Excel_2019_Mac, Excel_Online, Mac_Excel, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; ReleaseDate 2026-07-16; AppVersion 1.0.0.0; SupportLink https://pathta.gitbook.io/pathta-docs/reporting/see-your-data-on-excel-with-the-pathta-addin; PrivacyPolicyUrl https://www.pathta.com/en/legal/politique-confidentialite; determinedStorefronts Appsource; linkedAddIns empty; marketplace description Pathta for Excel connects your spreadsheet directly to your business data sources — accounting, ERP, CRM, and other systems integrated via the Pathta platform; using this add-in requires an active Pathta account and a valid API key; create a free account or view plans at pathta.fr; key features secure connection, import structured data into Excel sheets, one-click refresh, compatible with existing Pathta connectors. Vendor Excel docs title See your data on Excel with the Pathta Addin (https://pathta.gitbook.io/pathta-docs/reporting/see-your-data-on-excel-with-the-pathta-addin HTTP 200): retrieve data into Excel tables in a few clicks; data refresh can be scheduled to display dynamic dashboards; STEP 1 create one reporting Path and copy the token from the reporting Path checking tab; STEP 2 Open Pathta Excel Addin and paste the token to sign in; STEP 3 select one or more paths and click Import; Auto-refresh option; a tab is created containing a table for each selected path; tables are cleared on the next refresh/Import. Vendor reporting-path docs title Create a reporting Path (https://pathta.gitbook.io/pathta-docs/reporting/create-a-reporting-path HTTP 200): a reporting path allows you to see your data on Looker Studio, Microsoft Power BI or Excel; STEP 4 Open your Power BI tool, Looker Studio or Excel. Vendor site title Pathta | The iPaaS Solution for Seamless Data Management & Integration (https://www.pathta.com/en HTTP 200): competitive rates; Yearly payment -20%; Monthly payment; Enterprise Plan contact our team; unlimited users; unlimited paths; custom executions; custom connectors; scalable data volumes; webhook triggering; local agents; dedicated support; additional credits alongside subscription; designed in France by NOW-CODE; hosted in France on Microsoft Azure. Vendor privacy title Privacy Policy — Pathta for Excel (https://www.pathta.com/en/legal/politique-confidentialite HTTP 200): published by NOW-CODE (SAS); SIRET 952 218 659 00011; registered office 3 Allée de Lestonnac, 33360 Carignan-de-Bordeaux, France; contact@now-code.fr; API key stored locally in Office/browser storage; imported data written directly into the workbook via the Pathta API at reporting.pathta.io; GDPR access/rectify/erase rights. Vendor legal title Mentions légales (https://www.pathta.com/legal/mentions-legales HTTP 200): SAS NOW-CODE; Siret 95221865900011; capital social 12 500 €; siège 3 Allée de Lestonnac 33360 Carignan-De-Bordeaux; responsable de publication Marc-Olivier Sercki. Marketplace Get it now is free to install; using the add-in requires an active Pathta account and API token (contact-sales Enterprise Plan on pathta.com). This listing is the Excel add-in Pathta WA200011389 — not the Power BI connector, Looker Studio / Data Studio connector, Data Sync, individual Pathta connectors, or the Pathta iPaaS web app as standalone products.
DataConnectors
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