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Description
Formula Manager for Excel is an enterprise-grade desktop add-in designed by Uniform Software to help financial analysts, accountants, FP&A teams, and data specialists audit, manage, and automate complex spreadsheets. Operating directly from a dedicated tab on the Microsoft Excel ribbon, it replaces slow manual spreadsheet maintenance with automated batch workflows, formula dependency tracking, and deep structural diagnostics.
Key Features & Business Benefits
• Workbook Auditing & Dependency Mapping: Inspect two-way formula connections across multi-sheet workbooks using "Referred By" and "Refers To" panels. Quickly locate broken references (#REF!), hidden names, 3D ranges, and external links to reduce model risk.
• Extended Diagnostic Scans: Uncover hidden formula logic in non-standard locations, including data validations, hyperlinks, and embedded objects. Identify unused names and duplicate global/local scopes to clean up legacy workbooks.
• Batch Naming & Formula Automation: Generate sequentially named ranges (e.g., Region??) or formula patterns across rows and columns in seconds using flexible wildcard syntax.
• Bulk Grid Export/Import: Export name definitions to an editable worksheet grid, execute bulk edits, validate formula syntax, and safely re-import definitions into the workbook.
• Enterprise Risk Protection: Built-in safety mechanisms automatically create timestamped workbook backups prior to committing bulk changes, scope conversions.
Deployment & Purchasing
Formula Manager for Excel supports desktop versions of Microsoft Excel on Windows 10 (version 19041.0 or higher) and Windows 11. It is available with a 7-day (Microsoft Store) or 30-day (Microsoft Marketplace) free trial and subscription plans starting at $2.39 USD/month per user/month.
Description
Utilize the Search function to swiftly locate over 20 report objects, such as identifying which reports utilize a specific table or contain subreports. The Cross Reference feature provides comprehensive insights into the usage of all objects within your report. For instance, if you select a formula, you can easily identify which design elements reference it, including other formulas or sections of the report. Report Analyzer includes a collection of high-quality presentation reports that offer extensive information about your Crystal Reports projects. One notable example is the Database Dictionary report, which enumerates all database tables and fields utilized in each report. Additionally, you have the ability to incorporate your own customized reports into the existing library. The Formulas window allows you to examine report formulas, alongside any potential errors and suggestions for design improvements. Furthermore, you can explore various aspects such as formula properties, call trees, conditional formulas, and formula variables, among other features, ensuring a thorough understanding of your report's components. This comprehensive toolset enhances your ability to manage and refine your reports efficiently.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Pricing Details
$2.39/month/user
Monthly subscription. Volume discount available through Microsoft Marketplace.
Free Trial
Yes
Free Version
No
Pricing Details
$449 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Uniform Software Limited
Founded
2008
Country
United Kingdom
Website
uniformsoftware.com/formula-manager
Vendor Details
Company Name
Cortex Systems
Founded
1999
Country
Australia
Website
www.cortexsystems.com.au
Product Features
Spreadsheet
Analytics
Yes
Audit Trail
No
Calculators
No
Charting
No
Multi-User Collaboration
Yes
Templates
No
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
Yes
Email Reports
No
Financial Reports
No
Forecasting
Yes
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
No
