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OpenBB/website/content/excel/getting-started/basics.md
montezdesousa e9ddbd36cf Uppercase excel reference (#5958) 
* uppercase reference

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* remove reference excel folder

* add to gitignore excel reference files

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Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2024-01-18 12:10:40 +00:00

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title, sidebar_position, description, keywords
title sidebar_position description keywords
Basics 2 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.
Microsoft Excel
Add-in
Basics
Examples
Functions

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

The OpenBB Excel Add-in provides direct access to the OpenBB platform, where each function implements the following pattern:

  • OBB.[MENU].[SUB_MENU].[COMMAND]

:::tip Use the <TAB> key to autocomplete the function name after typing =OBB. :::

Examples:

  1. Getting balance sheet data for a stock:

    =OBB.EQUITY.FUNDAMENTAL.BALANCE("AAPL")

  2. Getting the latest news for a stock:

    =OBB.NEWS.COMPANY("AAPL")

  3. Getting the earnings calendar:

    =OBB.EQUITY.CALENDAR.IPO(;"2023-11-20")

:::tip If you want to skip a parameter use semi-colon (or comma depending on your number separator) without any value. In example iii. we are skipping the first parameter (symbol). :::

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