> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.cloudquant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Query Using the Ribbon Bar Wizard

> Step-by-step guide to creating queries in the Excel Plug-In using the Ribbon Bar Wizard.

# 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.

<Note>
  If the Wizard ribbon is grayed out, open the right side task pane and select "Query". The Wizard will now be active.
</Note>

## 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

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

### 4. Time range or point in time selection

This dialog allows specification of temporal parameters for the query.

<Warning>
  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.
</Warning>

### 5. Select data location

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

<Tip>
  Adjust the active cell location by selecting a cell in the spreadsheet before selecting Finish.
</Tip>

### 6. View results

Query results appear as a formatted table within the spreadsheet.