Help

If you face specific issues while using the add-in and the solutions provided here don't resolve them, don't hesitate to reach out to us for further assistance. You can contact us through support@openbb.finance.

Running an OBB. function returns '#VALUE!'

Make sure you are using the correct syntax for the function. You can find the correct syntax for each function here
If you have just opened your workbook and the OBB. function returns '#VALUE!', try recalculating the cell again - this is an ongoing issue with Excel add-ins

OBB. functions are not available after installing the add-in

Make sure OpenBB Add-in for Excel shows in the ribbon
Go to Insert > Get Add-ins > My Add-ins > Click '...' when hovering OpenBB add-in > remove the add-in and install it again
Restart your computer or manually clear the Office cache

Task pane displays "You don’t have permission to use this add-in. Contact your system administrator to request access."

Make sure your account has the necessary permissions to use add-in
Restart your computer or manually clear the Office cache

Editing a workbook in the browser and then on desktop app duplicates the 'OpenBB' tab in the ribbon

This is a known Excel issue. Currently, there is no definitive fix for the problem, but there are workarounds you can apply to fix the file depending on your operating system:

Windows: File > Info > Inspect Workbook > Check ‘Task Pane Add-ins’ > Click ‘OK’. This will scan your workbook and remove the stale add-in reference created by Excel in the browser
Mac: rename your file from .xlsx to .zip > unzip it using WinZip for Mac (don’t use the default unzip tool, otherwise it won’t work) > look for webextensions folder and delete webextension1.xml > rename the file back to .xlsx

Cannot retrieve the data added to Terminal Pro through custom backend using OBB.BYOD

Make sure your backend is running and accessible
If you are using Mac or Safari make sure your backend is using HTTPS and has a valid SSL certificate