mirror of
https://github.com/OpenBB-finance/OpenBB.git
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[Feature] - Excel help page (#6165)
* create help page * rename file * words * words * more issues * less words * minor fix * email * no bare urls * unused attribute * ruff
This commit is contained in:
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website/content/excel/data-connectors.md
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website/content/excel/data-connectors.md
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@@ -1,6 +1,6 @@
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---
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title: Data connectors
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sidebar_position: 4
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sidebar_position: 3
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description: Access your data connectors from OpenBB Terminal Pro inside OpenBB Add-in for Excel.
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keywords:
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- Microsoft Excel
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website/content/excel/data-slicer.md
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website/content/excel/data-slicer.md
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---
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title: Data slicer
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sidebar_position: 5
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sidebar_position: 2
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description: Slice Excel ranges by label or index
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keywords:
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- Microsoft Excel
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@@ -1,4 +1,4 @@
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{
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"label": "Getting started",
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"position": 3
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"position": 1
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}
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59
website/content/excel/help.md
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website/content/excel/help.md
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---
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title: Help
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sidebar_position: 5
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description: Help for OpenBB Add-in for Excel.
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keywords:
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- Microsoft Excel
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- Add-in
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- Help
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---
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<!-- markdownlint-disable MD033 -->
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import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
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<HeadTitle title="Help | Get help" />
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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>.
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<details>
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<summary>Running an OBB. function returns '#VALUE!'</summary>
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* Make sure you are using the correct syntax for the function. You can find the correct syntax for each function [here](https://docs.openbb.co/excel/reference)
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* 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
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</details>
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<details>
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<summary>OBB. functions are not available after installing the add-in</summary>
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* Make sure OpenBB Add-in for Excel shows in the ribbon
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* Go to **Insert** > **Get Add-ins** > **My Add-ins** > Click '...' when hovering OpenBB add-in > remove the add-in and install it again
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* Restart your computer or manually [clear the Office cache](https://learn.microsoft.com/en-us/office/dev/add-ins/testing/clear-cache)
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</details>
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<details>
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<summary>Task pane displays "You don’t have permission to use this add-in. Contact your system administrator to request access."</summary>
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* Make sure your account has the necessary permissions to use add-in
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* Restart your computer or manually [clear the Office cache](https://learn.microsoft.com/en-us/office/dev/add-ins/testing/clear-cache)
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</details>
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<details>
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<summary>Editing a workbook in the browser and then on desktop app duplicates the 'OpenBB' tab in the ribbon</summary>
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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:
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* **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
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* **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
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</details>
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<details>
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<summary>Cannot retrieve the data added to Terminal Pro through custom backend using OBB.BYOD</summary>
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* Make sure your backend is running and accessible
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* If you are using Mac or Safari make sure your backend is using HTTPS and has a valid SSL certificate
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</details>
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@@ -30,7 +30,6 @@ from openbb_terminal.helper_funcs import (
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)
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from openbb_terminal.parent_classes import BaseController
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from openbb_terminal.sdk import openbb
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from openbb_terminal.stocks.comparison_analysis import finviz_compare_model
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set_system_variable("TEST_MODE", True)
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set_system_variable("LOG_COLLECT", False)
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@@ -295,10 +294,6 @@ class ControllerDoc:
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if self.name == "options" and hasattr(self.controller, "selected_date"):
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self.controller.selected_date = get_expiration_date()
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elif self.name == "ca" and hasattr(self.controller, "similar"):
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self.controller.similar = finviz_compare_model.get_similar_companies(
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self.symbol, ["Sector", "Industry"]
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)
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if hasattr(self.controller, "current_currency"):
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self.controller.current_currency = "usdt"
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if hasattr(self.controller, "source") and trailmap.split(".")[0] == "crypto":
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@@ -571,7 +571,7 @@ class Editor:
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recursive(p)
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position += 1
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write_mdx_and_category(self.target_dir, self.main_folder, 5)
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write_mdx_and_category(self.target_dir, self.main_folder, 6)
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recursive(self.target_dir)
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def dump(self, reference_map: Dict) -> None:
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