Introduction to Excel Plugin Using The Formula Builder With Pitchbook Data
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PitchBook Excel plugin: Getting started
Excel Plugin: Finding Companies & Data Fields
PitchBook Excel plugin: Using pre-built templates
Excel Plugin: Opening a Template
Excel Plugin: Building a Chart
How to Install and Enable PitchBook Excel Plugin
Uncover Critical Insights with Dynamic, Pre-Built Remplates with PitchBook’s Excel Plugin
Capital IQ Course: Excel Plug in Formula Builder | Part 8
PitchBook for wealth managers
How to use the Formula Builder in XENITH
Formula Builder Part 1
Full Guide
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Last Updated: August 24, 2026
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