Rocket Excel add-in

The Rocket add-in is a free Microsoft Excel add-in for Windows, designed and built (in VBA) to increase productivity by, among other things, automate repetitive tasks and to simplify the use of (and leverage) more advanced Excel functionality. The add-in is primarily built for finance and consulting professionals.

Version 0.17

Current version available for download

Screenshots of the ribbon

Features

Font Cycle

Toggle between a customizable selection of font colors for the selected cell range. Use the ‘ColorSelector’ to change the colors.

Number Cycle

Toggle between general, number, percentage, percentage point and multiple format for the selected cell range.

Fill Cycle

Toggle between a customizable selection of fill colors for the selected cell range. Use the ‘ColorSelector’ to change the colors.

Date Cycle

Toggle between different date formats for the selected cell range.

ColorSelector

Use the tool to choose and apply your own theme colors as font, fill and/or tab/sheet color. The colors you have selected will be saved by the add-in.

Other format tools

  • Clear formats: Clear all formats of the selected cells.
  • Convert number stored as text to number
  • Trim Spaces: Removes all spaces from text, except for single spaces between words.
  • Replace Blanks: Replace all blank cells in selected range with a specific value.
  • Blue font for hardcoded values: Automatically change to blue font for all hardcoded cells in the selected range.
  • AutoColor: Automatically apply blue, black, green and red font colors to the selected range. Blue, black, green and red are the font colors used most often in financial modeling, where blue is used to denote inputs, black is used for formulas that reference only cells within the same worksheet, green for formulas that reference cells from other worksheets, and red for formulas that reference cells from other workbooks.
  • Delete blank rows in selected range:
  • Change Case: Change the case of the selected range to UPPER, lower or Proper case.
  • Center Across:
    • Convert SELECTED MERGED cells to center across
    • Convert ALL MERGED cells in worksheet to center across
    • Convert selected cells to CENTER ACROSS
    • Convert selected cells to GENERAL alignment

IFERROR wrap

Wrap an IFERROR function around the selected cell(s) formula(s) in order to specify the value shown if the original formula(s) evaluates to an error.

Multiply/Divide

Multiply or divide the selected range by 1,000 or 1,000,000

XLOOKUP GoTo

Automatically jump to the source cell of a XLOOKUP formula.

CAGR calculator

This tool will assist you with adding a CAGR formula.

ROUND selection

Use this tool to add a customized rounding formula to a selected range. You will se a preview before you decide to apply to the real data.

Formula examples

Add a sheet with examples of how you can use different formulas, for example XLOOKUP, INDEX + MATCH and different financial functions (such as NPV and XIRR).

SheetNavigator

List all sheets in the workbook in a popup window to quickly flip between them, rearrange the order, add dividers and hide/unhide sheets.

Hide/Unhide yellow

Toggle between showing and hiding yellow sheets.

Any links to sheet?

List all cells (from other worksheets) that references a cell on current sheet and quickly flip between them.

Attach to mail

Add a copy of a selection of sheets (or the whole workbook) as a mail attachment.

Create backup

Save a copy of this file to a ‘backup’ folder, which is created in the same folder as this file in case it does not exist.

Prepare to send

  • Select the first worksheet
  • Select cell A1 on every worksheet
  • Set zoom to 100% on every worksheet
  • Delete all comments and notes
  • Show hidden named ranges
  • Show hidden sheets
  • Create error report

Insert template

  • WACC: Add a sheet with an example of how you can calculate WACC

Other tools

  • Unhide names: Unhide hidden defined names (i.e. names that do not show up in the Name Manager).
  • Combinations: List all combinations of items from different lists.
  • VAT calculator: Calculate an amount with or without VAT.
  • Insert Symbols: Insert symbols from a list of the most used symbols from a financial perspective.

Installation

Step 1: Download the Excel file (.xlam) file from this page

Step 2: Save the file in a trusted location on your computer. Preferably the default add-ins folder on your computer. For example, in Windows 10, it might be located here: C:\Users\UserName\AppData\Roaming\Microsoft\AddIns

You can browse for the Addin Folder by following this steps:

    1. In Excel, click on “File”.
    2. Click on “Options” on the left-hand side.
    3. Navigate to “Add-ins” on the left-hand side.
    4. In the drop-down field on the bottom of the window (in the Manage box), make sure that Excel Add-ins is selected and then click Go.
    5. In the Add-Ins dialog box, click on “Browse…”
    6. Copy the address path at the top of the Browse window
    7. Click Cancel, to close the Browse window
    8. Click Cancel, to close the Add-Ins window
    9. Open Window’s File Explorer and paste the copied address path into the address bar, then press Enter

Step 3: To allow Excel to open the add-in file automatically, you might need to unblock it.

  1. Right click on the add-in file and click Properties
  2. If the following warning appears, click the Unblock box, to add a check mark next to “This file came from another computer and might be blocked to help protect this computer” and click Apply, then click OK

Step 4: Install the add-in

  1. Open an Excel file (not the file you previously downloaded)
  2. In Excel, click on “File”.
  3. Click on “Options” on the left-hand side.
  4. Navigate to “Add-ins” on the left-hand side.
  5. In the drop-down field on the bottom of the window (in the Manage box), make sure that Excel Add-ins is selected and then click Go.
  6. In the Add-Ins dialog box, select the check box next to the Rocket Excel add-in
  7. If you cannot find the add-in in the Add-Ins available box, click the Browse button and navigate to the folder where you saved the xlam file. Select the add-in file and click OK
  8. Click OK, to close the add-ins window.
  9. The “Rocket” tab should appear on the Ribbon

Support

If you have any questions or suggestions about the add-in, feel free to reach out to hello[at]lundgrensimon.com

In 2022, Microsoft changed the default behavior of Office applications to block macros in files from the internet. Please read my blog post on how to solve it.

Disclaimer

THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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