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Excel plug-in: creating a query using the Ribbon Bar wizard

The Create icon opens a Wizard that guides you through the new query process.

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Step-by-step process

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1. Provide a query name

You can assign a name to your query at the beginning of the dialog. If you skip this step, the Wizard provides a default query name. Naming your query is best practice.

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2. Select dataset from the tree

Available datasets are organized hierarchically by group. Double-click the first arrow or select the second arrow to explore group contents.

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Searching for datasets by name

A search text box lets you locate specific datasets by name rather than browsing the tree structure.

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3. Select symbols

Symbols are central to most queries. You have three options:

• Type in a symbol manually
• Link symbols to a spreadsheet location
• Retrieve all available symbols

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4. Time range or point in time selection

Use this dialog to set the time range or point in time for the query.

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5. Select data location

Select where results should appear. The Active Cell option places data at your current spreadsheet location.

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6. View results

Query results appear as a formatted table within the spreadsheet.