IN THIS SECTION
- Overview
- Functions
- JOIIN.TB - Trial Balance Report
- JOIIN.TB_ACC_VAL - Get Trial Balance value for specific account
- JOIIN.TB_ACC_LIST - List all Trial Balance Accounts
- JOIIN.PL - Profit & Loss Report
- JOIIN.PL_ACC_VAL - Get Profit & Loss value for specific account
- JOIIN.PL_ACC_LIST - List all Profit & Loss Accounts
- JOIIN.BS - Balance Sheet Report
- JOIIN.BS_ACC_VAL - Get Balance Sheet value for specific account
- JOIIN.BS_ACC_LIST - List all Balance Sheet Accounts
- JOIIN.COMPANIES - List available companies
- Additional Notes on Function Parameters
- Installation
- Troubleshooting
Overview
The Joiin Add-in for Excel is a Microsoft Office Add-in which is available on the Microsoft App Store. This add-in enables you to use Joiin-specific functions directly within Excel to seamlessly work with data from Joiin. For example you can add a formula to a cell in Excel like:
=JOIIN.BS({"Joiin Demo Company"}, "GBP", "2024-01", "2024-12")
and cells will be automatically filled with a Balance Sheet report from your Joiin account, using the specified parameters.
Functions
The functions currently available in Excel Add-In are as below. The list of functions and how to use them (such as what parameters can be supplied) is described in detail in the right-hand Joiin Excel-Add In pane. Clicking on the INSERT button next to each function will automatically insert the function into the currently highlighted cell, with sample parameters - from there you can change.
We will be adding features and functions all the time. If you have any requests contact us at support@joiin.co.
JOIIN.TB - Trial Balance Report
=JOIIN.TB(companyList, currency, startDate, endDate)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| eliminationType | OPTIONAL. The elimination type (eliminate, eliminations-only, or none), if not set defaults to "eliminate" |
| eliminationSet | OPTIONAL. The elimination set to apply (set name or set id), if not set defaults to the default elimination set |
JOIIN.TB_ACC_VAL - Get Trial Balance value for specific account
=JOIIN.TB_ACC_VAL(companyList, currency, startDate, endDate, accountName)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| accountName | The name of the account |
JOIIN.TB_ACC_LIST - List all Trial Balance Accounts
=JOIIN.TB_ACC_LIST(companyList, currency, startDate, endDate)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
JOIIN.PL - Profit & Loss Report
=JOIIN.PL(companyList, currency, startDate, endDate)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| eliminationType | OPTIONAL. The elimination type (eliminate, eliminations-only, or none), if not set defaults to "eliminate" |
| eliminationSet | OPTIONAL. The elimination set to apply (set name or set id), if not set defaults to the default elimination set |
| categoryName | OPTIONAL. The name of the category to filter the report by |
| categoryOptionNames | OPTIONAL. The names of the category options to filter the report by. |
JOIIN.PL_ACC_VAL - Get Profit & Loss value for specific account
=JOIIN.PL_ACC_VAL(companyList, currency, startDate, endDate, accountName)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| accountName | The name of the account |
| valueType | OPTIONAL. Type of value returned: Actual or Budget, default is Actual |
| categoryName | OPTIONAL. The name of the category to filter the report by |
| categoryOptionNames | OPTIONAL. The names of the category options to filter the report by. |
JOIIN.PL_ACC_LIST - List all Profit & Loss Accounts
=JOIIN.TB_ACC_LIST(companyList, currency, startDate, endDate)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| groupNameFilter | OPTIONAL. Limit accounts to only those within the group with this name. |
JOIIN.BS - Balance Sheet Report
=JOIIN.BS(companyList, currency, startDate, endDate)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| eliminationType | OPTIONAL. The elimination type (eliminate, eliminations-only, or none), if not set defaults to "eliminate" |
| eliminationSet | OPTIONAL. The elimination set to apply (set name or set id), if not set defaults to the default elimination set |
JOIIN.BS_ACC_VAL - Get Balance Sheet value for specific account
=JOIIN.BS_ACC_VAL(companyList, currency, startDate, endDate, accountName)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| accountName | The name of the account |
| valueType | OPTIONAL. Type of value returned: Actual or Budget, default is Actual |
JOIIN.BS_ACC_LIST - List all Balance Sheet Accounts
=JOIIN.BS_ACC_LIST(companyList, currency, startDate, endDate)
This function takes the following parameters.
| Parameter | Description |
|---|---|
companyList | The list of companies (names or ids) |
| currency | The reporting currency (ISO code e.g. USD, GBP, EUR) |
| startDate | The reporting start date (e.g. 2024-01) |
| endDate | The reporting end date (e.g. 2024-12) |
| groupNameFilter | OPTIONAL. Limit accounts to only those within the group with this name. |
JOIIN.COMPANIES - List available companies
=JOIIN.BS_ACC_LIST(companyList, currency, startDate, endDate)
This function takes the following parameters.
| Parameter | Description |
|---|---|
filter | OPTIONAL. Filter companies by name. |
Additional Notes on Function Parameters
Elimination Behaviour
You can control how eliminations are treated on some of the functions using the eliminationType and eliminationSet parameters. There are only available on the following functions:
JOIIN.TB
JOIIN.PL
JOIIN.BS
Default Elimination Behaviour: In the absence of specified elimination parameters, all functions execute the same default elimination logic:
- eliminationType: "eliminate"
- eliminationSet: Default elimination set
Specifying Multiple Values
Some function parameters allow multiple values to be entered, e.g. companyList or categoryOptionNames.
To specify multiple parameters in a function you must separate them by commas and enclose them in curly braces as in the example below:
=JOIIN.PL_ACC_VAL ( {"Bestco Ltd", "Amco Industries"}, "GBP", "2025-01", "2025-12", "Sales", "Actual")
Parameter Order
Parameters must be in the exact order shown in the metadata
Skipping Optional Parameters
If you to specify only some of the optional parameter, you can use empty commas `,,` to skip optional parameters while providing later ones.
Installation
The Excel Add-In can be installed via the Excel Add-in menu item at the bottom of the main left menu. Click on this item to bring up the installation page.
Next choose one of the options to install the Add-in - you can choose to install it on Desktop Excel or Excel Online. Click on the desired option to start the installation procedures.
Follow the on-screen procedures to install the Add-in. Once installed you will see an additional tab at the top for the Joiin add-in. Click on this any time to access the Joiin Add-in app which will appear on the right-hand side..
The add-in to the right will display the start screen. Now you must install an API key to get up and running.
Installing Keys
Once installed you have to enter an API key to get up and running. Your API key can be found by logging onto Joiin and selecting API Access from the top right account menu (or follow the link in the add-in start screen).
If you do not already have an API key click on the Generate API Key button to generate one. A key will be generated and validated.
Copy the key to your clipboard by clicking on the copy icon. Then paste this key into API Key field of the Excel Add-In start screen. Click on Connect and Start Building and you are ready to go.
You will see a list of available formulas which can be used to pull Joiin data into Excel.
Adding/Changing Keys
If you are running a multi-client Joiin environment - or if you need to switch Joiin accounts - you can add additional keys by clicking on the cog icon at the top right.
There you can add another API key by clicking on Add API Key - or you can edit or delete existing keys.
See the Joiin Add-In on the Microsoft Store here.
Troubleshooting
Error Running Add-In
If you see an error like the one below when you first try to run the Add-In it could be for a number of reasons.
Things to check:
Errors like this are often caused by PC or network restrictions. Check if there is a firewall or IT policy that could be blocking traffic to Joiin's API.
If you’re part of an enterprise setup, it’s also possible that certain limits have been placed on Excel add-ins.
It is worth checking with your IT team to see if any of this applies.
Removing the Add-In
If you wish to remove the Joiin Add-In from Excel follow these instructions. Instructions may vary depending on the version of Excel. We will add instructions for other Excel versions in the future.
Excel Desktop Version on Mac
- Insert -> Add-Ins -> My Add-Ins
- Click on three dots at top right of Joiin Add-In and select Remove.