Excel Analysis Workbook Explained
The Excel Analysis Workbook turns your export into a single, ready-to-use Excel file: every dataset on its own formatted sheet, extra calculated columns, and a Summary sheet with breakdowns and charts. Open it and start analysing, with no setting up.
+10% of base export price
Adds one .xlsx workbook to your export ZIP, alongside the usual CSV files. Not available with standard free-trial coupons.
What's included?
Your export ZIP still contains every CSV file, so nothing changes for anyone who imports the raw data elsewhere. The workbook (a_analysis.xlsx, named so it sorts to the top of the ZIP) adds:
- One sheet per dataset in your export, each formatted as an Excel table
- Calculated columns, such as company age, postcode area and financial ratios
- Highlighting that picks out statuses, losses and resigned officers at a glance
- A Summary sheet with breakdowns, risk flags and charts
The data sheets
The workbook has a sheet for each part of your export. Which ones you get depends on the add-ons you chose:
- Companies: always included
- Officers, Resignations, Accounts, Charges, Insolvency, Disqualifications, Dormant Report and Name Changes: when you include those add-ons
- Stannp, ClickSend, Intelliprint and Docmail: when you include Direct Mailing
Every data sheet is set up for working with straight away:
- Formatted as an Excel table, with a filter and sort button on every column
- Header row frozen, so the column names stay visible as you scroll
- Dates stored as real dates, so they sort and filter correctly
- Financial figures and counts stored as numbers, with thousands separators
Calculated columns
Some sheets gain extra columns, written as Excel formulas so you can see exactly how each one is worked out:
| Sheet | Added columns |
|---|---|
| Companies | Company Age (Years), from the incorporation date; Postcode Area (for example SW from SW1A 2AA) |
| Accounts | Profit Margin %, Current Ratio, Return on Equity %, Debt to Equity |
| Officers and Resignations | Tenure (Years), from the appointment date |
| Charges and Insolvency | Age (Years), from the date registered |
Ages are calculated from today's date each time you open the file, so they stay current. A ratio is left blank where the figures it needs aren't filed, rather than showing an error. See Company Accounts Explained for which companies file which figures.
Highlighting
- Companies: Active statuses in green, liquidation in red, dissolved in orange
- Accounts: negative net assets and losses in red, positive figures in green
- Officers: directors in bold, corporate officers shaded grey, resigned officers in grey text
The Summary sheet
The last sheet pulls the whole export together. Sections appear when the data for them is in your export:
- Overview: export date, number of companies and records on each sheet
- Status and company type: counts and percentages, with pie charts
- Industry sectors: the top 15 broad sectors (from SIC codes), with a bar chart. A company with codes in several sectors counts once in each.
- Geography: the top 15 postcode areas, with a bar chart
- Company age: age bands, plus incorporations per year over the last 10 years
- Financial summary (with Accounts): median net assets, turnover, employees and profit margin; how many companies are profitable or loss-making; turnover and employee-size bands; and a net assets against profit/loss chart
- Officers (with Officers): totals, average officers per company, corporate against individual officers, and roles
- Charges (with Charges): companies with charges, the top 5 lenders, and charges registered by year
- Insolvency (with Insolvency filings): case types and the top 5 insolvency practitioners
- Disqualifications (with Disqualifications): totals, how many are currently active, and types
- Risk indicators: how many companies carry each warning sign, such as being in liquidation, having outstanding charges, negative net assets, losses or insolvency proceedings, with a chart
Who it's for
- Sales and marketing teams who want to sort and segment a list without setting up a spreadsheet first
- Researchers and analysts who want a quick picture of a market: sizes, ages, sectors and locations
- Due diligence and credit checks, where the financial ratios and risk indicators give a first screen
- Anyone sharing results with colleagues who'd rather open one file than several CSVs
Good to know
- The CSVs are still there. The workbook is an addition, not a replacement.
- Figures are as filed at Companies House. Many small companies file abbreviated accounts without turnover or profit, so financial sections cover only companies that report those figures.
- Very large exports make large workbooks. Excel handles up to about a million rows per sheet, and big files open more slowly.
- Works in Excel, LibreOffice and Google Sheets. Charts and highlighting look best in Excel.