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anubo User Guide for anuboXBRL Reader and anuboXBRL Analyzer - Add-ins for Microsoft Excel

10. Troubleshooting

10.1 Common Issues

IssueCauseSolution
Functions return #VALUE!Invalid parameters or concept not foundCheck concept ID spelling, verify report is loaded
Functions return #REF!Report not loaded or company not foundLoad the report in task pane first
Values appear unscaledReader mode using direct insertionExpected behavior; use Analyzer for dynamic formulas
Labels show concept IDsLabel lookup failedCheck if report has label data, try different concept
Task pane won’t loadNetwork or authentication issueCheck internet connection, try logging out/in
SSO prompt says “Needs admin approval”Tenant requires administrator consent for this applicationAsk your company administrator to grant tenant-wide consent in Entra ID → Enterprise applications → anuboXBRL → Permissions → Grant admin consent or use Credential Login if SSO is not required. Tenant-wide consent means your organization approves the add-in for all users.
SSO not available in this version of Microsoft ExcelMicrosoft Excel build does not include IdentityAPI 1.3 (e.g., Office 2019) - IdentityAPI 1.3 is Microsoft’s authentication systemUse Credential Login. Functionality (task pane and custom functions) remains available.

10.2 Data Quality Issues

  • Missing values: Some concepts may not have data for all periods

  • Inconsistent periods: Different companies may use different reporting periods

  • Label variations: Same concept may have different labels across reports

10.3 Performance Tips

  • Load reports once: Keep reports loaded to avoid re-processing

  • Use specific periods: Narrow date ranges for faster lookups

  • Limit table size: Large tables with many dimensions can be slow

  • Close unused workbooks: Free up memory for better performance

10.4 Getting Help

In order to get help please check https://anubo.com/software/resources/support/

ANUBO.ANUBO_ADD Premium

Purpose: Test function to verify that the custom functions module is working correctly. This is a diagnostic tool that simply adds two numbers together. Anubo support may ask you to perform this test if you experience issues with other ANUBO functions. This function description is placed in the Troubleshooting section because it is primarily used for diagnostic purposes rather than financial analysis.

Syntax =ANUBO.ANUBO_ADD(number1, number2)

  • number1: First number to add.

  • number2: Second number to add.

Returns The sum of the two numbers. If custom functions are not working correctly, this function may return an error or #VALUE!.

Notes

  • If support asks you to test this function, enter two numbers and verify the result is their sum.

  • If this function works correctly, it confirms that the custom functions infrastructure is operational.

Example – Basic addition

=ANUBO.ANUBO_ADD(5, 3)

Returns: 8

Example – With decimal numbers

=ANUBO.ANUBO_ADD(10.5, 2.7)

Returns: 13.2

10.5 Removing the ANUBO add-in (clean reinstallation)

In some cases, reinstalling the ANUBO add-in may fail because remnants of a previous installation are still present. To ensure a clean reinstallation, fully remove all existing instances of the add-in. The required actions depend on how the add-in was originally installed (user-based or centralized deployment).

For removing all existing instances of the add-in and clearing the Office add-in cache, follow the official Microsoft documentation (e.g. Clear the Office cache). These procedures and the related documentation are provided by Microsoft.

Typical cleanup actions

  • Remove the add-in within Excel (e.g. Insert → Add-ins → My Add-ins → Remove, or via the task pane context menu).

  • Excel → Add-ins → Manage Add-ins: remove the ANUBO add-in.

  • Excel → Trust Center: enable Next time Office starts, clear all previously-started web add-ins cache.

  • Close Microsoft Excel completely.

  • Delete the Office add-in cache (Wef and related locations), e.g. C:\Users\<WindowsUser>\AppData\Local\Microsoft\Office\16.0\Wef\, C:\Users\<WindowsUser>\AppData\Local\Microsoft\Office\Wef\ (Windows user profile is relevant, not necessarily the Microsoft 365 account).

  • Ensure no locally deployed or sideloaded manifest remains.

For Microsoft 365 administrators

  • Microsoft Entra ID → Enterprise applications: remove the ANUBO add-in if present.

  • Microsoft 365 Admin Center → Settings → Integrated Apps: remove the add-in if deployed centrally.

After cleanup

  • Restart Microsoft Excel before reinstalling.