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OpenBB/website/content/pro/templates/excel.md
DidierRLopes 326f239d01 Add single widgets public endpoints examples (#6312) 
* Add single widgets public endpoints examples

* add couple more examples

* imrpove documentation

* update with video
2024-04-15 21:49:55 +00:00

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title, sidebar_position, description, keywords
title sidebar_position description keywords
Excel Templates 2 Download Excel templates that OpenBB makes available to your organization so you can fully automate your workflow.
Excel Add-In
Automation
Workflow
Download
Modeling

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

When navigating to the Templates page and clicking on the Excel tab, this is what the user will be able to see. As you can see from the image below, the user will be able to see a list of Excel templates that have been created by the OpenBB team and that leverage our Add-in for Excel to automate financial workflows.

charting

Once clicking on "Download Template" (e.g. for "Equity Analysis"), users will be able to access an Excel spreadsheet like the one shown below.

If you have your OpenBB Add-in for Excel installed (instructions here) you will be able to change a ticker on the spreadsheet and all the values are automatically updated.

charting

More templates will be added in the next few weeks.