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* first test * remove old reference * bring this file back * generate sidebar and write empty mds * generate index.mdx * get description from cmd_lib * fix reference card error * rename file * generate markdown * regen * add last+hist * update pages with seo metadata * format types * small fix * css sux * add usage placeholder * set hidden by default * nah * add cmds and menus to reference * lint * fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py * format mds * remove space * fix commands heading * redo folder structure * add back cmd description * move card to var * different main folder * clean * move vars * refer to editor * rename var * done * recreate folder structure * add section: syntax + minor adjustments * remove return type * remove return type * rename api to library * minor fix * remove api folder * remove api folder * formatting * improve basics * basics * fetch functions.json from website * complete basic * change syntax to use semi-colon * basics * basics * remove space in sig * remove sections * add metadata * Update formula builder * add tabs * Update index.md * complete basics and formula_builder * Update index.md * add windows screenshots * restructure folders * regenerate with latest add-in version * move Excel sidebar * rename function and add comment * now it's working * logic * rename folder * Update formula_builder.md * fix * hide excel for now * some explicit typing --------- Co-authored-by: tehcoderer <me@tehcoderer.com>
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title, sidebar_position, description, keywords
| title | sidebar_position | description | keywords | |||||
|---|---|---|---|---|---|---|---|---|
| Basics | 1 | This page provides an overview of the basics of the OpenBB add-in for Microsoft Excel. It covers the basic usage of the add-in and the available functions. |
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To access the following features you need to sign-in first with your OpenBB Pro account.
The add-in provides 3 types of custom functions all starting with OBB..
-
Last value: returns the last value of a given symbol/field combination
OBB.LAST
Examples:
-
Getting the last price of a stock:
=OBB.LAST("AAPL";"CLOSE_PRICE") -
Getting the industry group of a stock:
=OBB.LAST("AAPL";"INDUSTRY_GROUP")
-
Historical data: returns the historical values of a given symbol/field combination
OBB.HIST
Examples:
-
Getting the historical EBITDA:
=OBB.HIST("AAPL";"EBITDA") -
Getting the historical Return on Equity (ROE) for a given period:
=OBB.HIST("AAPL";"ROE";"2020-01-01";"2020-12-31")
:::tip Dates can be specified in text format (YYYY-MM-DD) or as Excel dates from a cell or
DATE(YYYY;MM;DD). ::: -
Library: direct access to the OpenBB library
OBB.[MENU].[SUB_MENU].[COMMAND]
Examples:
-
Getting balance sheet data for a stock:
=OBB.EQUITY.FUNDAMENTAL.BALANCE("AAPL") -
Getting the latest news for a stock:
=OBB.NEWS.COMPANY("AAPL") -
Getting the earnings calendar:
=OBB.EQUITY.CALENDAR.IPO(;;"2023-11-20")
:::tip If you want to skip a parameter just use semi-colon (or comma depending on your number separator) without any value. In example iii. we are skip the first parameter (provider) and the second parameter (symbol). :::