Skills in Excel

A skill is a written method that DataMind Oda follows for one kind of task, such as building a DCF model or auditing a workbook. Oda in Excel comes with seven built-in skills from DataMind, and your company can add its own. Oda loads a skill by itself when your request matches it, or you pick one with /.

Run a skill with /

  1. In an empty message box, type /. A list opens above the message box with the skills you can run, each as /name with what it does. You can also click Files and tools, the + in the bar under the text field, and choose Skills, Pick a skill for Oda to follow.
  2. Type part of the name, or a word from its description, to narrow the list.
  3. Move with the arrow keys and pick with Enter or Tab, or click a skill. The message box then starts with /name. Esc closes the list.
  4. Write what you want after the name, for example /dcf-model value the company on the Financials sheet, and send.

You do not have to pick a skill: when your request matches what a skill is for, Oda loads it by itself, unless the skill runs only when you type its /name.

The built-in skills

SkillWhat it does
/workbook-auditAudits a workbook you did not build: maps its sheets and how they feed each other, finds broken references, hardcoded numbers, inconsistent formulas, circular references, unit and sign errors, stale links and hidden content, and reports each finding with citations and a proposed fix. It changes nothing until you approve the fixes.
/data-cleanupCleans a table in place or into a new sheet: trims spaces and hidden characters, turns numbers, codes and dates stored as text into real values, makes category spellings consistent, splits or combines columns and flags duplicates and outliers, with a change log. No row is removed without your agreement.
/dcf-modelBuilds, extends or checks a discounted cash flow valuation with live formulas: assumptions, revenue build, margins, capex, working capital, free cash flow, WACC, terminal values, the bridge to equity value and sensitivity grids.
/lbo-modelBuilds, extends or checks a leveraged buyout model: sources and uses, the operating case, a debt schedule with tranches and a cash sweep, sponsor IRR and multiple of money, and sensitivity grids, with circular interest handled explicitly.
/three-statement-modelBuilds, extends or repairs a linked income statement, balance sheet and cash flow statement on live formulas, with the supporting schedules, a scenario switch and a balance check, and finds why a balance sheet does not balance.
/trading-compsBuilds, refreshes or reviews a trading comparables sheet: the peer set, the bridge to enterprise value, EV/Revenue, EV/EBITDA and P/E multiples, peer statistics and an implied valuation range, with every typed figure sourced in a note.
/variance-analysisExplains why results differ from a budget, a forecast or an earlier period: variance columns signed favourable or unfavourable, materiality flags, price, volume and mix bridges, and commentary that cites its sources.

How the built-in skills work:

Skills from your company

Your administrators write company skills in DataMind OS and choose Oda in Excel for the ones that should reach Excel; see Skills for DataMind Oda.

A company skill is how your company wants a task done, so it ranks above your request for the task it covers. When you ask for something else, Oda says which company skill applies and follows it. Unless your company requires the skill, you can turn it off in Settings > Skills, and Oda tells you so when you want the task done your way. When Oda follows a company skill and a built-in skill for one task and they differ, the company skill wins.

What a skill can and cannot do

Turn skills on or off

Open Settings and find the Skills group. It lists every skill you have, built-in and from your company, each with its name, as /name when you can run it with /, what it does and a switch.

Questions, answered

Do I have to type a skill's name for Oda to use it?

No. Oda loads a skill by itself when your request matches what it is for, such as Audit this workbook. Typing /name makes sure it uses that skill. Skills that run only with their name need the /name.

Why is a skill missing from the / list?

You turned it off in Settings, your company gave it no slash command, or your company turned the built-in skills off. The list also opens by itself only when the whole message is / and part of a name; with other text in the box, use Files and tools and Skills.

Can a skill make Oda change my workbook without asking?

No. A skill says how to do a task, never what Oda may do. Every change asks as your permission mode says, and a skill cannot answer an approval card, change your permission mode or send your data anywhere you did not ask for.

Why did Oda use my layout instead of the skill's?

Your own choices about assumptions, layout and scope replace a built-in skill's defaults, then the conventions already in your workbook. Oda says in its reply which defaults it used for anything else.

Why did Oda follow my company's skill instead of what I asked?

A company skill ranks above your request for the task it covers, so Oda names the skill and follows it. To work your way, turn the skill off in Settings > Skills, unless your company requires it; then ask your administrator.

Can I turn off a skill my company requires?

No. Its switch in Settings is locked and shows Set by your company. Ask your administrator if it should not apply to you.

Are the skills of the DataMind Oda app available in Excel?

Not by themselves. A company skill reaches Excel only when your administrators choose Oda in Excel for it, and the app's built-in skills, such as those for Word and PowerPoint files, are not part of Oda in Excel.

Can I write my own skill in Excel?

No. Oda in Excel runs skills but has no skill editor. Your administrators write company skills in DataMind OS; see Organisation skills.

Do the finance skills use live market data?

Where web search or connectors are on, the skills can look up public figures, and each typed figure gets a note with its source and date. Without them, Oda takes the figures from your workbook, your attached documents or your Minds, or asks you for them.

How soon do I get a skill my company adds?

Within 10 minutes, without reopening the pane. It shows in Settings under Skills and, if it has a slash command, in the / list.