There could be a number of reasons: the install was not successful; you didn't activate the add-in in the add-in dialog box; you installed the add-in in a different directory before and the functions "remember" where it used to be. Check the installation steps to ensure that nothing was left out. Check the links in the Data menu ribbon and change it to the new location of the add-in. Check that the function is entered as shown in the User Guide (not case sensitive).
I typed in some functions, but I only see #Name? in the cells.
Click on the fx symbol in the formula bar (you may have to show the formula bar using the Excel Options via the Office Button). If you click on it after you have entered the formula, the dialog box will advise the arguments to use. If you click on it while in an empty cell, the dialog box will access all of the available functions in your installation. Select "User defined" and scroll down to the SmartPortTools functions to see a list of the functions. Look in the User Guide for more details right after the installation instructions.
How do I get Help when I am entering functions?
There is no expiry date in the add-in. The VBA code is password protected. You can install the add-in in the computers in your office. New releases will be available from time-to-time, so check back here every once in a while to see what is the latest version.
Does the add-in have an expiry date?
Every effort has been made to ensure the functions are providing the right answers as per the formulas as described in the User Guide. Certainly you can test one or more functions in your own spreadsheets, especially if you have already some formulas entered using your own code or developed using columns and cell formulas. Some people found out their implementation of some formulas were wrong! If you do find inconsistencies between what you expect and what you see, please contact us to troubleshoot the issue.
How do I know the function is providing the right answer?
Often, a cell formula will evaluate to a defined blank (i.e. ="") if a date in the date column is still in the future, for example. Most user-defined functions will treat this as a non-numeric, character field and show #Value! in the cell instead of a number. Our functions replace all blanks and cells = "" with zero during the calculation.
What if my range of returns has a cell that evaluates to ""?
Instead of hard coding the range to the actual data available (e.g. F16:F35) simply use the Offset function and a Count function (both built in Excel functions). Count first counts how many returns are actually found in the return column or row, then the Offset function returns a range consisting only of the found returns. Cells which are blank or evaluate to "" are not counted.
If you are making a graph, name the range that has the returns and then use the named range in the series definition of the graph. This way each month the graph will adapt itself to the new data.
What can I do to avoid resetting the range of returns in the functions as each month goes by?
While there are a few functions that are duplicates, the SmartPortTools functions have the built in functionality to present a period statistic to a time period of your choice (e.g. annualized Standard Deviation) or convert e.g. a monthly statistic to say e.g. a quarterly statistic using the Frequency Factor argument in many of the functions. Please see the User Guide for a complete description and use of the Frequency Factors.
Why do the SmartPortTools function duplicate some built-in Excel functions?