Retrofit
Retrofit adds Daloopa links to an existing model so it stays connected to live, source-linked data. Those links make your numbers auditable and let Update keep them current.
Most models don't need a separate Retrofit step — running Update with Also update unlinked data points links your numbers automatically. Use Retrofit when you'd rather link a model up front, before updating.
How it works
Retrofit matches a value in your model to values in Daloopa's database for the same company and period. It matches on the number itself, not the row label.
Workflow
Step 1: Input
- Columns / Cells to Retrofit. The range to retrofit. Type it directly (for example,
BC34orC:H), or click the range selector button, then click or drag in the sheet. Click the button again to turn selection off, since a stray click can otherwise overwrite the range. - Company. The company to map to. Search by name or ticker.
- Row Header. The column that holds your row labels (the range selector works here too).
- Period Row. The row that holds your period values (for example,
1,2). Set whether they're Fiscal or Calendar.
Step 2: Formula handling
Choose how Daloopa treats formula cells:
- Do not retrofit my formulas (default). Retrofits only hard-coded numbers. Formula cells stay unchanged and won't update going forward.
- Retrofit both hard-coded numbers and formulas. Retrofits every cell. On future updates, formula cells update as hyperlinked hard-coded values.
- Customize formula retrofit. Control which formulas get retrofitted, by formula type, such as cell references (
=AB1+AB2) or cell-plus-constant expressions (=AB1+10), or cell by cell.
For example, take a cell holding =E5+E6, where 10+15=25. With Retrofit Formulas on, Daloopa replaces the formula with a hard-coded 25 and inserts a hyperlink. The formula is gone, but the hyperlink lets the figure update later. If every cell feeding the formula is already retrofitted, leave the formula as is.
Step 3: Review list
After Retrofit runs, the summary shows how many cells mapped and flags any item without an exact match.
For each flagged item, click Review to open the Confirm Match screen. It shows two tables side by side, From Your Sheet and What We've Found. Deep orange marks a mismatch, white marks agreement. Confirm the match to apply.
Three ways to handle the list:
- Review individually. Confirm or adjust each match one by one.
- Retrofit All. Apply Daloopa's best match to every flagged item at once.
- Skip remaining. Leave the rest unretrofitted for now, and come back any time.
Step 4: Summary
Once every item is handled, Daloopa returns to the Home screen and shows a Retrofit Summary with the final results.
Auto Map and Manual Map
A value in your model may match more than one source location. This does not mean Daloopa stores duplicate data; it means the value alone is not always enough to identify one source. For example, the same revenue figure may appear in both a segment breakdown and the income statement.
Auto Map is selected by default and resolves these matches for you. To choose sources yourself, turn off Auto Map or select Manual Map.
Either way, Daloopa maps clear matches automatically and only asks you to choose when a value could point to more than one source.
Retrofit historical data, not forecastsRetrofit maps your numbers to the company's reported disclosures, so a column of historical actuals works and a forecast column returns no matches.