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Getting Started - Excel Add-in Installation

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Written by Support
Updated over 2 weeks ago

Why Dividend Data for Excel?

Stop copying and pasting financial data. The Dividend Data Excel Add-in brings institutional-quality financial data directly into your spreadsheets with simple formulas.

πŸ“¦ Installation

Getting started is easy. You can install the add-in directly from the Microsoft AppSource marketplace or search for it inside Excel.

Option 1: One-Click Install (Recommended)

The fastest way to install is via our direct marketplace listing.

  1. Click the blue "Get it now" button.

  2. Sign in with your Microsoft account if prompted.

  3. Click "Open in Excel" to launch a new spreadsheet with the add-in pre-loaded.


Option 2: Install Inside Excel

You can also find the add-in without leaving your spreadsheet.

For Excel Desktop (Windows/Mac):

  1. Open Excel and go to the Home tab on the top ribbon.

  2. Click the Add-ins button (sometimes labeled as "Get Add-ins" or a grid icon).

  3. Click "More Add-ins" if a menu appears.

  4. In the store window, search for "Dividend Data".

  5. Locate our logo and click Add.

For Excel on the Web:

  1. Go to the Home tab.

  2. Click the Add-ins icon on the far right of the ribbon.

  3. Search for "Dividend Data" and click Add.


βœ… Verification: Is it working?

Once installed, you will see a "Dividend Data" tab appear in your top ribbon, or a notification that the add-in has been loaded.

To test it immediately, type this formula into any empty cell:

Excel

=DIVIDENDDATA.QUOTE("MSFT", "price")

If you see a price appear (e.g., 415.50), you are ready to go!

Note: If you see a #NAME? error, the add-in may still be loading. Please wait a moment or try restarting Excel.


πŸš€ Next Steps

  1. Open the Sidebar: Click the Dividend Data tab in the ribbon and select "Open Sidebar" to sign in and access quick tools.


Built for Dividend Investors

  • 30+ years of dividend history for thousands of stocks

  • Dividend growth rates (1, 3, 5, 10-year CAGRs)

  • Payout ratios (EPS and Free Cash Flow based)

  • Ex-dividend dates, payment dates, frequencies

Complete Fundamental Data

  • Financial statements β€” Income, Balance Sheet, Cash Flow (annual and quarterly)

  • 100+ financial metrics β€” Revenue, EPS, Free Cash Flow, and more

  • 50+ financial ratios β€” P/E, ROE, Debt/Equity, Current Ratio, etc.

  • Growth rates β€” Revenue growth, EPS growth, dividend growth

Use Cases

  • Dividend tracking spreadsheets β€” Monitor your portfolio income

  • Stock screeners β€” Build custom screens with real data

  • Valuation models β€” DCF, DDM, and comparable analysis

  • Research dashboards β€” Track metrics over time

  • Watchlists β€” Live prices and key metrics in one view

Function Reference

All Excel functions use the DIVIDENDDATA. namespace:

  • =DIVIDENDDATA.DIVIDENDS() - Dividend data

  • =DIVIDENDDATA.DIVIDENDS_BATCH() - Batch dividend data

  • =DIVIDENDDATA.STATEMENT() - Financial statements

  • =DIVIDENDDATA.METRICS() - Financial metrics

  • =DIVIDENDDATA.RATIOS() - Financial ratios

  • =DIVIDENDDATA.GROWTH() - Growth metrics

  • =DIVIDENDDATA.QUOTE() - Stock quotes

  • =DIVIDENDDATA.QUOTE_BATCH() - Batch quotes

  • =DIVIDENDDATA.PROFILE() - Company profiles

  • =DIVIDENDDATA.FUND() - ETF/Fund data

  • =DIVIDENDDATA.SEGMENTS() - Revenue segments

  • =DIVIDENDDATA.KPIS() - Key performance indicators

  • =DIVIDENDDATA.COMMODITIES() - Commodities data

  • =DIVIDENDDATA.CRYPTO() - Cryptocurrency data

  • =DIVIDENDDATA.PRICE_TARGET() - Analyst price targets

  • =DIVIDENDDATA.ESTIMATES() - Analyst estimates

Excel vs Google Sheets

Key difference: Excel uses DIVIDENDDATA. namespace (dot notation) while Google Sheets uses DIVIDENDDATA_ (underscore).

Example: =DIVIDENDDATA.DIVIDENDS("MSFT") in Excel vs =DIVIDENDDATA("MSFT") in Sheets

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