How do I export or import an Excel file into a Pro Forma or financial model?

To import an Excel financial model, add a new workbook to define with site and scheme combination for the appropriate quantities to pull from the TestFit model.

You can apply the scheme and site combination to the financial model under the Financial Model Settings.

Next, click on File. Then select Import or Export as needed.

In Excel or in Custom Pro Forma, you can unhide the list of Quantities from the TestFit model based on the applied scheme and site combination of the deal that was applied to the financial model.

Note, if you reimport a model with the hidden Quantities tab intact and the variable names remain consistent between the tab and the TestFit model, the linked cells should automatically reconnect to the correct values.