Novata for Excel

Novata for Excel is an enterprise-grade Excel add-in that enables investors, asset managers, and sustainability teams to seamlessly integrate Novata data into their existing workflows. By connecting directly to the Novata platform, the add-in allows users to access, analyze, and report on ESG and portfolio data within Excel—eliminating the need for manual exports and reducing operational friction.

Designed for organizations managing complex reporting and analysis processes, Novata for Excel provides a streamlined way to bring structured data—across funds, companies, and reports—into familiar spreadsheet environments. Users can quickly populate reference tables, standardize inputs, and build dynamic models that align with internal templates and reporting requirements.

The add-in includes a suite of custom Excel functions under the NOV.* namespace, enabling users to retrieve live data directly into cells. For example, functions such as NOV.ANSWER allow teams to pull specific metric values by company, reporting period, and report, ensuring that outputs always reflect the latest available data. This dynamic integration improves data accuracy, reduces manual effort, and supports scalable reporting across portfolios. :contentReference[oaicite:0]{index=0}

Novata for Excel also enhances productivity through an intuitive task pane and ribbon-based commands. Users can browse and insert data from within Excel, refresh all functions with a single click, clear worksheet data, or stop in-progress requests—providing greater control and efficiency when working with large or complex workbooks. :contentReference[oaicite:1]{index=1}

Built for enterprise use, the add-in supports secure access to Novata data and integrates directly into existing Excel-based processes, making it ideal for teams focused on ESG reporting, portfolio monitoring, investor communications, and internal analytics. By combining the power of Novata’s data platform with the flexibility of Excel, Novata for Excel enables organizations to deliver faster insights, improve data integrity, and scale their reporting workflows with confidence.