User Guide

Warnings
• Do not update the structure of any sheets manually. Always use the corresponding macro to avoid
breaking the file.

• Use macros exclusively for adding or deleting rows; do not modify rows manually.

• Best practice: Instead of deleting a company, edit its details and remove it from all hierarchy
rankings. This ensures it disappears from the dashboard and computations without causing
errors. While macros handle deletions, this method reduces risks.

• Before running any macro that saves live data to hard data, check that all computations have
finished. Wait for calculations to complete before proceeding (recommended cool down of 30
seconds after opening the file).

Sheet Explanations
1. Guide
• Contains this user guide, and quick access to other sheets.

2. Dashboard
• Main interface where sector valuation insights are displayed.

• Quick action buttons available:

o Update PowerPoint

o Update Dashboard

o Save Live Data

o Add Company

o Edit Company

o Delete Company

3. Companies_DB
• Database of all companies used across the file.

• Automatic alphabetical ranking ensures correct ordering on the dashboard.

o Name, Ticker (FactSet, Bloomberg, Refinitiv), Description, Coverage status, Hierarchy

• No manual edits required; macros handle all edits, additions and deletions.

4. Tools_DB
• Assists VBA automation with supporting data:

o Hierarchy: Defines Level 1–3 rankings for dashboard creation.

o Form update data: Used in dashboard creation (populated by VBA).

o Forex: Stores latest exchange rates; automatically updates when saving live data from
Bloomberg or Refinitiv.

o Word replacer: Enables text modifications for dashboard display.

o Limits: Defines ratio limits; if a value exceeds limits, "n.r." is displayed.

5. Master_DB
• Primary data source for the dashboard.

• Consolidates information from all sheets based on parameters set in Tools_DB.

• Tracks data timestamps (range B2:C2) and sources (with auto-hyperlinks in column AU).

• No manual edits required; macros handle updates.

6. Spe_LiveDB (Only sheet that allows manual updates)

• Editing requirements:

o Company Name (must match an entry in Companies_DB).

o Red text fields indicate editable areas.

o Best practice: Copy the last row and modify the blue/red fields for new entries. No macro
to edit this sheet.

7. PPT_Update
• Automates dashboard and graph export to PowerPoint.

• No user action needed; updated using the "Update PowerPoint" button. Action may take a few
seconds to be entirely completed.

8. PPT_Chart
• Manages chart exports for PowerPoint slides.
 • Editing allowed:

o New company entries: Insert a row before the last entry in the relevant category and copy
formulas. No macros to do these new entries.

• Do not delete graphs! If deleted, they must be rebuilt from left to right, starting with software
graphs, followed by IT services graphs.

9. Live Data Sheets

• Live_Bloom: Data retrieved from Bloomberg.

• Live_Refinitiv: Data retrieved from Refinitiv.

• No manual edits required; macros handle updates.

10. Hard Data Sheets

o Store historical snapshots of live data when "Save Live Data" is used or the tick box
“Update to Today’s Value” from other macros.

o No user action needed.

Button Functions
Update PowerPoint

• Select data source (Refinitiv/Bloomberg); ensure access to the selected database.

• Choose 1st valuation year (first displayed year for multiples, followed by next two years
automatically computed), need to update to today’s value though when modifying.

• Select PowerPoint to update (currently, only IT Services can be updated via macro).
 • Note: This function also updates the dashboard automatically with required data.

Update Dashboard

• Select data source (ensure access to both FactSet and the required database).

• Choose valuation year (affects displayed multiples for three years).

• Customize dashboard view:

o Navigate between IT Services & Software, IT Hardware & Semiconductor, and Other
sectors.

o Options to clear selections, select all companies, or filter by sector.

Save Live Data

• Stores the latest available values from live data sheets into hard data sheets.
 • Ensure connection to the relevant database before executing.

Add Company

• Fill in company details in the text fields.

• Note: If the company belongs to multiple Level 3 hierarchies, update using "Edit Company" after
adding it.

Edit Company

• Select company name from dropdown; form auto-populates with current values.

• Edit details and press 'Update'; changes will be saved.

• Cancel option available; discards unsaved modifications.

• Select company name to delete.

• Warning: Deleting a company affects all sheets.

• Best practice: Instead of deleting, unselect the company from all hierarchy levels to exclude it
from the dashboard.

Debugging Macros
• If a macro stops running:

o Check if new windows have opened; click back into Excel.

o If a VBA Debug message appears, click "Debug" and press F5 to continue execution.

This guide ensures smooth usage of the file while minimizing risks. Always use macros for modifications
and avoid manual edits where not explicitly allowed.