Excel Add-in v1.5 🤖 AI-Powered

Reference Table Manager

Create, manage, and look up reference tables stored directly inside your Excel workbooks. Now with AI-powered dataset analysis that suggests reference tables from your data automatically.

Get Started Free See Features
🔍 Analysis Results 🤖 AI
Countries HIGH

Lookup table mapping CountryCode to CountryName

Create in RTM
Departments HIGH

DeptCode + DeptName + DeptManager

Create in RTM
Statuses MEDIUM

Categorical values from the Status column

Create in RTM

🤖 AI Dataset Analysis

Stop guessing which columns should be reference tables. Click "Analyse Dataset" and let AI scan your worksheet to identify patterns — code-to-description pairs, low-cardinality categories, and multi-column entity groups.

  • Click "Analyse Dataset" in the Tools panel
  • Pick a formatted table or analyse the full sheet
  • Review AI-powered suggestions with confidence scores
  • One-click "Create in RTM" from any suggestion card
FREE tier 📐 Rule-based analysis
PRO tier 🤖 5 AI analyses / day
ENTERPRISE tier 🤖 Unlimited
Powered by Azure OpenAI
Data sent Column metadata only
Data stored Nothing — processed in real-time

Features

Everything you need to manage reference data in Excel

🤖

AI Dataset Analysis

Scan any worksheet and get AI-powered suggestions for which columns should become reference tables. Detects code-to-description pairs, categories, and entity groups.

NEW IN v1.5
📋

Reference Tables

Create structured lookup tables with column headers, data types, primary keys, and mandatory field enforcement — stored inside your workbook.

FREE
🔧

Formula Builder

Insert VLOOKUP, XLOOKUP, or INDEX-MATCH formulas that reference your tables. Configure "value not found" behaviour and multi-column lookups.

FREE
📝

Data Validation

Apply dropdown lists from any reference table column to worksheet cells. Keeps user input consistent with your reference data.

FREE
🔄

Sheet Sync

Publish reference tables to formatted Excel Tables on any sheet. Changes in RTM sync to the sheet automatically, with orphan detection and recovery.

FREE
📚

My Tables Library

Save table templates and share them across workbooks. Build a reusable library of standard reference data for your team.

FREE
⚡

Virtual Tables

Connect to live JSON or CSV data from any HTTPS URL, OneDrive, or SharePoint. Refresh on demand — your reference data stays current.

PRO
🧮

Custom Columns

Add calculated or manual columns alongside virtual table source data. Source columns stay read-only; custom columns are fully editable.

PRO
📌

Saved Feeds & Pinned Versions

Snapshot virtual table data at a point in time. Pin to a specific dated version for SCD Type 2 workflows and audit trails.

PRO

How It Works

From install to first lookup in under 2 minutes

1

Install from Marketplace

Get Reference Table Manager from Microsoft Marketplace. Open Excel and click "Manage Tables" on the Home ribbon.

2

Create or Analyse

Create a reference table manually, or click "Analyse Dataset" to let AI suggest tables from your existing data.

3

Build Formulas

Use the Formula Builder to insert lookup formulas that reference your tables. Apply dropdowns for data validation.

4

Sync & Share

Publish tables to Excel sheets with Sheet Sync. Save templates to My Tables for reuse across workbooks.

Pricing

Start free, upgrade when you need more

FREE

$0 forever
  • 3 reference tables
  • 50 rows per table
  • 20 columns per table
  • Formula Builder
  • Data Validation dropdowns
  • Sheet Sync
  • My Tables library (3 slots)
  • 1 virtual table (HTTPS only)
  • 📐 Rule-based dataset analysis
  • AI-powered analysis
  • Custom columns

PRO

$5 /month
  • 50 reference tables
  • 10,000 rows per table
  • 50 columns per table
  • Everything in FREE
  • 10 virtual tables
  • OneDrive & SharePoint sources
  • Custom columns
  • Saved feeds & pinned versions
  • My Tables library (50 slots)
  • 🤖 AI dataset analysis (5/day)

ENTERPRISE

Custom
  • Unlimited tables & rows
  • 100 columns per table
  • Everything in PRO
  • Unlimited virtual tables
  • Unlimited My Tables library
  • 🤖 Unlimited AI analysis
  • Priority support
🔒

Your Data Stays Yours

Reference tables are stored inside your workbook — never on our servers. When you use AI analysis, only column metadata (names, data types, and sample values) is sent to our secure backend for processing via Azure OpenAI. Raw cell data is never transmitted. Nothing is stored after analysis completes, and your data is never used to train or improve AI models. See our privacy policy for full details.

Ready to manage your reference data smarter?

Install Reference Table Manager for free and let AI help you structure your data.

Get it on Microsoft Marketplace Get Help
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