Skip to main content

​
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.
If the Wizard ribbon is grayed out, open the right side task pane and select “Query”. The Wizard will now be active.

​
Step-by-Step Process

​
1. Provide a Query Name

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

​
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.

​
Searching for Datasets by Name

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

​
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
If you do not specify a set of (one or more) symbols, you will receive all the symbols in the dataset.

​
4. Time Range or Point in Time Selection

This dialog allows specification of temporal parameters for the query.
Some datasets 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.

​
5. Select Data Location

Select where results should appear. The Active Cell option places data at your current spreadsheet location.
Adjust the active cell location by selecting a cell in the spreadsheet before selecting Finish.

​
6. View Results

Query results appear as a formatted table within the spreadsheet.