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Overview

The OpenBB Add-in for Excel enables enterprise users to access all available data from their OpenBB Workspace through interactive widgets.

OpenBB Widgets​

Enterprise users with access to the OpenBB Add-in for Excel can utilize the Excel formula option in their widget settings to access widget data directly in Excel.

Excel formula dropdown in widget settings

Dynamic Widgets with Implicit Parameters​

When accessing the Excel formula dropdown, users will see the following interface:

Excel formula interface

The interface displays the widget name, backend information, and the corresponding Excel formula. For example:

=OBB.WIDGET("DTCC Trades","swap_rate_levels_custom_obb",{"currency","USD";"swap_type","OIS";"period","1y"})

Note: The formula is displayed with indentation for better readability, but when copied to the clipboard, it will be formatted as a single line for Excel compatibility.

Here's how it appears in Excel:

Excel formula implementation

Dynamic Widgets with Explicit Parameters​

Users can enable an alternative mode by selecting the "with explicit parameters" checkbox. This mode separates the parameters from the formula, creating a more flexible widget-like experience in Excel.

Explicit parameters interface

Implementation example:

Explicit parameters in Excel

Note: The formula and parameters are initially set to cell A1, but users can modify the formula parameters to reference different cell ranges based on their specific needs.

Dashboard to Excel Export​

Users can export entire dashboard data to Excel using the left sidebar export functionality.

Dashboard export options

Three export options are available:

Export options menu

The first worksheet of the exported Excel file contains comprehensive dashboard information:

Dashboard information in Excel

This includes:

  • Widget metadata
  • Parameter configurations
  • Dashboard name
  • Export timestamp

Static Data Export​

When exporting in static data mode, a progress dialog appears to indicate the export status:

Static data export progress

Each OpenBB widget is exported to a separate worksheet, containing both the parameters used and the corresponding data:

Widget data in Excel

Dynamic Export​

For dynamic exports (both implicit and explicit parameter modes), the exported Excel file will utilize the OpenBB Add-in formulas as described in the previous sections.

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