Reference Documentation¶
This section provides comprehensive reference documentation for CalcBridge, including detailed function specifications, financial terminology, frequently asked questions, troubleshooting guides, and keyboard shortcuts.
Quick Links¶
Excel Functions
50+ supported functions with syntax and examples
Financial Glossary
CLO and financial terminology explained
FAQ
Frequently asked questions and answers
Troubleshooting
Common issues and solutions
Keyboard Shortcuts
Complete list of keyboard shortcuts
Reference Categories¶
Excel Functions Reference¶
CalcBridge supports over 50 Excel-compatible functions organized by category:
| Category | Functions | Description |
|---|---|---|
| Logical | IF, IFS, IFERROR, AND, OR, NOT, SWITCH | Conditional logic and boolean operations |
| Lookup | VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH | Data lookup and retrieval |
| Math | SUM, SUMIF, SUMIFS, SUMPRODUCT, ABS, ROUND | Mathematical calculations |
| Statistical | COUNT, COUNTA, COUNTIF, AVERAGE, MIN, MAX | Statistical analysis |
| Text | CONCATENATE, LEFT, RIGHT, MID, LEN, TRIM | Text manipulation |
| Date | DATE, TODAY, YEAR, MONTH, DATEDIF, EDATE | Date operations |
| Information | ISBLANK, ISERROR, ISNA, ISNUMBER | Cell information checks |
View Complete Functions Reference
Financial Glossary¶
Essential terminology for CLO analytics and portfolio management:
| Term | Quick Definition |
|---|---|
| CLO | Collateralized Loan Obligation |
| WAL | Weighted Average Life |
| WAS | Weighted Average Spread |
| OC Test | Overcollateralization Test |
| IC Test | Interest Coverage Test |
| WARF | Weighted Average Rating Factor |
| Cushion | Distance to compliance threshold |
Frequently Asked Questions¶
Common questions organized by topic:
| Category | Topics Covered |
|---|---|
| General | What is CalcBridge, supported features, pricing |
| Account | Registration, billing, user management |
| Data | File formats, data security, retention |
| Technical | API usage, integrations, performance |
| Troubleshooting | Common issues and quick solutions |
Troubleshooting Guide¶
Solutions for common issues:
| Issue Category | Common Problems |
|---|---|
| Upload | File format errors, size limits, parsing failures |
| Calculation | Formula errors, circular references, timeouts |
| Compliance | Test failures, threshold configuration |
| API | Authentication, rate limits, error codes |
| Performance | Slow loading, timeout errors |
Keyboard Shortcuts¶
Productivity shortcuts for power users:
| Category | Key Shortcuts |
|---|---|
| Navigation | Move between sections and views |
| Actions | Quick access to common operations |
| Editing | Cell editing and formula entry |
| Commands | Command palette and search |
Additional Resources¶
API Documentation¶
For programmatic access to CalcBridge:
Architecture Documentation¶
For technical deep-dives:
Role-Based Guides¶
For role-specific workflows:
Support¶
If you cannot find what you need in this reference documentation:
| Resource | Contact |
|---|---|
| Documentation Issues | Submit feedback via the page footer |
| Technical Support | support@calcbridge.io |
| Sales Inquiries | sales@calcbridge.io |
| Security Issues | security@calcbridge.io |
CalcBridge Reference Documentation - Always up to date with the latest platform features.