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Excel Plug-In: Creating A Query Using the Ribbon Bar Wizard

The Create icon opens a Wizard that guides users through the new query process.
If the Wizard ribbon is grayed out, open the right side task pane and click on “Query”. The Wizard will now be active.

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Step-by-Step Process

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1. Provide a Query Name

Users can assign a name to their query at the beginning of the dialog. The system provides a default query name if this step is skipped, though naming your query is considered best practice.

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2. Select Dataset from the Tree

Available datasets are organized hierarchically by group. Users can double-click on the first arrow or click on the second arrow to explore group contents.

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Searching for Datasets by Name

A search text box allows users to locate specific datasets by name rather than browsing the tree structure.

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3. Choose Symbols

Symbols are central to most queries. Users have three options:
  • Type in a symbol manually
  • Link symbols to a spreadsheet location
  • Retrieve all available symbols
If you do not specify a set of (one or more) symbols, you will receive all the symbols in the dataset.

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4. Time Range or Point in Time Selection

This dialog allows specification of temporal parameters for the query.
Some data sets contain large amounts of data. Excel has limitations on how many rows of data can appear in a spreadsheet tab. It is best practice to query for a specific symbol first.

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5. Choose Data Location

Users select where results should appear. The Active Cell option places data at the user’s current spreadsheet location.
Adjust the active cell location by clicking on the spreadsheet before selecting Finish.

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6. View Results

Query results appear as a formatted table within the spreadsheet.