Excel Workbook Linking

When to use it

• Pulling NOI, cap rate, or IRR figures from an underwriting model into a memo.
• Embedding a rent roll or financial summary table that should track the model.
• Linking a chart or shape from Excel that needs to update whenever assumptions change.
• Switching the source file when a model is moved, renamed, or versioned.
• Breaking every link before sending the final document outside the firm.

How it works

1. 1
   Insert content from Excel into your document - SkySuite links are created from your underwriting workbook.
2. 2
   Use Refresh All Links on the SkySuite ribbon to pull the latest values from every source workbook.
3. 3
   Use Refresh Selected Links to update just the link inside your current selection.
4. 4
   Open Link Manager to see every link in the document, its source, and the last update timestamp.
5. 5
   Use Locate Source to jump to the cell or shape in Excel that a link points to.
6. 6
   Use Break All Links to convert every linked value into static text before sharing the final file.
7. 7
   Use Highlight Links to temporarily shade every linked region in yellow so you can spot them.

Tips & shortcuts