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OpenBB/website/content/excel/usage/basics.md
montezdesousa 00febe1942 Docs/excel examples (#5920)
* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

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* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

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Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2024-01-08 11:53:05 +00:00

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---
title: Basics
sidebar_position: 1
description: 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.
keywords:
- Microsoft Excel
- Add-in
- Basics
- Examples
- Functions
---
> To access the following features you need to sign-in first with your OpenBB Pro account.
The 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:
```excel
=OBB.EQUITY.FUNDAMENTAL.BALANCE("AAPL")
```
2. Getting the latest news for a stock:
```excel
=OBB.NEWS.COMPANY("AAPL")
```
3. Getting the earnings calendar:
```excel
=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 skipping the first parameter (provider) and the second parameter (symbol).
:::