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Spreadsheets & BI

Microsoft Excel + ATALI ELECTRIC

Upload the workbooks your analysts already keep, and export every grid, pro forma and matrix back to XLSX with the formulas intact.

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Microsoft Excel logoCSV/XLSX upload

How it works

Most tax consulting work still starts and ends in Excel: parcel lists from a client, comparable sets an analyst built last season, operating statements sent as workbooks, and the final grids a principal wants to review line by line. ATALI ELECTRIC reads .xlsx, .xls and .csv files and maps their columns to parcel, comparable and income records, so a firm's existing templates become structured data rather than a pile of attachments.

Exports go the other way. Sales comparison grids, equity uniformity matrices, normalized pro formas and the capitalization math export as XLSX with live formulas, so a reviewer can trace an adjustment or change a cap rate and see the indicated value move. Each exported workbook carries the parcel, tax year and the date the analysis was approved, so the copy filed with the evidence binder matches the version the client signed off.

Authentication
CSV/XLSX upload
Sync cadence
On demand, each time a workbook is uploaded or exported

Data flows

  • Parcel lists InboundClient or portfolio parcel lists with county, PIN/APN, address and property type, used to create parcels in bulk.
  • Comparable sets InboundSales and equity comparables kept in firm workbooks, mapped to comparable records and screened before they enter a grid.
  • Operating statements and rent rolls InboundOwner-prepared workbooks for properties that are not on a property management system, mapped to normalization categories.
  • Grids and matrices OutboundAdjusted sales grids and equity uniformity matrices as XLSX with live formulas and source notes.
  • Income valuation workbook OutboundNormalized pro forma, vacancy and reserves, base and loaded cap rates and the indicated value, with every adjustment visible.

Field mapping

Microsoft ExcelATALI ELECTRIC
  • CountyJurisdiction
  • PIN / APN / Account numberParcel PIN/APN
  • AddressParcel address
  • Property typeProperty type
  • Building SFBuilding area (sq ft)
  • Assessed valueNotice assessed value
  • Sale price / Sale dateComparable sale price and date
  • Account and amount columnsIncome statement lines

Set up in 4 steps

  1. 1Download the ATALI ELECTRIC parcel, comparable or income template, or upload a workbook in your own layout.
  2. 2Choose the worksheet and header row, then confirm the column mapping.
  3. 3Save the mapping so later workbooks with the same layout import without review.
  4. 4Export grids and pro formas to XLSX from any approved analysis.

Used for

  • →Loading a client's 240-parcel retail portfolio from one spreadsheet at the start of notice season.
  • →Moving a firm's historical comparable workbooks into a shared, searchable comparable library.
  • →Handing a principal an XLSX equity matrix they can audit cell by cell before the hearing.
Also in Spreadsheets & BI:ARGUS Enterprise logo ARGUS Enterprise

Stop overpaying commercial property tax on a flawed mass appraisal.

Upload an assessment notice. ATALI ELECTRIC returns a valuation audit and comp analysis in about two minutes.

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