Skip to main content

​
Excel Plug-In: Creating A Query Using the Pop Out Task Pane

​
The Pop Out Task Pane

A pop-out task pane appears on the right side of your spreadsheet and can be minimized, opened, or closed.
If the pane is not visible, use the “Restore Task Pane” button in the CloudQuant menu.

​
Pane Features

​
Query Tab

The Query tab displays queries you have created, allowing you to edit, re-run, or delete them. Queries are stored in the spreadsheet where they are created, enabling sharing with other licensed users. The bottom section shows query results. If a query fails, it displays the reason.

​
Datasets Tab

The Datasets tab lets you create queries directly from the task pane as a shortcut to using the Wizard:
  1. Step 1: Choose your dataset
  2. Step 2: Name your query, enter symbols, and select your time range
  3. Step 3: Choose data placement — “New Sheet”, “Active Cell”, or “Replace Table” (for editing existing queries)
When the DATASET pane is selected, ribbon bar options are grayed out. Select the QUERY tab to restore them.

​
Resizing the Task Pane

Drag the left frame edge until your cursor becomes a double arrow, then click and drag to resize. Columns can also be resized using double-arrows on column dividers.

​
Restoring the Pane

Use the restore icon in the CloudQuant ribbon menu if you close the pane entirely.

​
Result Sets

Results are placed into tables named after your query. If data goes to a new sheet, that sheet is also named after the query.
Give queries specific, simple names. Access named ranges through Excel’s Name Manager (accessible via the lightbulb icon).