# Excel Add-In

## I am interested in Intratec Excel Add-In...how do I proceed? {#i-am-interested-in-intratec-excel-add-in-how-do-i-proceed}

The Intratec Data Excel Add-In is available for **Advanced** and **Ultimate** plan subscribers.

**New Subscribers:**

1. Purchase the Advanced plan for the desired product at [www.intratec.us](https://www.intratec.us/)
2. Follow the Excel Add-In tutorial available at [intratec.us/data-delivery/excel](https://www.intratec.us/data-delivery/excel)

**Current Subscribers (Starter or Pro plan):**

1. Upgrade to the Advanced plan
2. Follow the Excel Add-In tutorial available at [intratec.us/data-delivery/excel](https://www.intratec.us/data-delivery/excel)

## How much does the Intratec Data Excel Add-In cost? {#how-much-does-the-intratec-data-excel-add-in-cost}

The Intratec Data Excel Add-In is **free** for Advanced Plan subscribers. There is no additional cost beyond the Advanced Plan subscription.

- **Starter** and **Pro** plan subscribers must upgrade to the Advanced Plan to access the Excel Add-In
- A monthly data request limit applies based on the subscription

## Intratec Data Excel Add-In built-in functionalities {#intratec-data-excel-add-in-built-in-functionalities}

The Intratec Data Excel Add-In does **not** provide cell-level functions. Instead, it uses a **ribbon interface** and **templates** to retrieve and organize data within Excel.

## Using the Excel Add-In on Multiple Devices {#using-the-excel-add-in-on-multiple-devices}

Yes, the Excel Add-In can be used on **multiple devices**. All users who need access must:

1. Install the Excel Add-In on each device
2. Have the developer email and password credentials to log in

## What are the System Requirements to Use the Add-In? {#what-are-the-system-requirements-to-use-the-add-in}

To use the Intratec Excel Add-In, your system must meet the following minimum requirements:

**Operating System**

- **Mac:** macOS Catalina 10.15 or later
- **Windows:** Windows 10 or later

**Microsoft Excel**

- Excel version 16.0 or later
- An active Microsoft Office license is required

**Hardware**

- **RAM:** 4 GB minimum (8 GB recommended)
- **Disk Space:** 2 MB for installation; approximately 500 MB for operation
- An active internet connection is required for data retrieval

## Where to Save the Add-In File? {#where-to-save-the-add-in-file}

The Add-In file (.xlam) must be saved in the correct location for Excel to recognize it automatically.

**Windows**

Save the `.xlam` file to:

```
C:\Users\<User>\AppData\Roaming\Microsoft\AddIns
```

!!!secondary
The AppData folder is hidden by default. To reveal it, open File Explorer, go to the View tab, and check **Hidden items**.
!!!

![Revealing the AppData folder in File Explorer](/static/gifs/save-addin-file-revealing-appdata-folder.gif)

After copying the file, right-click it, select **Properties**, and click **Unblock** if the option appears. This ensures Windows does not block the file from running.

![Unblocking the Add-In file in Properties](/static/gifs/save-addin-file-unblocking-addin.gif)

**Mac**

Save the `.xlam` file to:

```
/Users/<User>/Library/Group Containers/UBF8T346G9.Office/User Content/Add-Ins/
```

!!!secondary
You can save the file to a different location, but you will need to browse manually to that location when enabling the Add-In in Excel.
!!!

## How to Enable the Add-in in Excel? {#how-to-enable-the-add-in-in-excel}

Once the `.xlam` file is saved in the correct directory, follow these steps to enable it:

1. Open Excel
2. Go to **File** > **Options** > **Add-Ins** on Windows, or **Preferences** on Mac
3. At the bottom, set **Manage** to **Excel Add-ins** and click **Go...**
4. In the Add-Ins dialog, check the **Intratec** box
5. Click **OK**

!!!secondary
If the Intratec Add-In is not listed, click **Browse...** and navigate to the folder where you saved the `.xlam` file.
!!!

![Enabling the Add-In in Excel Options](/static/gifs/enable-addin-enabling-in-excel-options.gif)

## How to Log in to the Excel Add-In? {#how-to-log-in-to-the-excel-add-in}

To log in to the Excel Add-In, you need an Intratec account with the **Developer** role enabled.

1. Open Excel with the Add-In enabled
2. Go to the **Intratec Data** tab in the ribbon
3. Click **Login**
4. Fill in your credentials (email and password)
5. Use the **View password** option to verify your entry if needed
6. Click **Log In**

After a successful login, the **intra_home** sheet is displayed. It shows:

- **System availability** information
- **Latest data release** information
- **Add-In version** status
- **User information**, including business email and company
- **Preferences** for historical and forecast data

![Filling in credentials to log in to the Excel Add-In](/static/gifs/login-filling-credentials.gif)

## How to Access Long-Term Historical Data? {#how-to-access-long-term-historical-data}

You can configure long-term historical data access through the **intra_home** tab in the Add-In.

After logging in, navigate to the **intra_home** sheet. From there, select your preferred option among the available history and forecast configurations. The available options will depend on your subscription coverage.

![Choosing history and forecast options in intra_home](/static/gifs/historical-data-choosing-history-and-forecast.gif)

## How to List Available Assessments? {#how-to-list-available-assessments}

To see all assessments available under your subscription:

1. Click **Get Series Info** in the Intratec Data tab

Each subscription product is displayed in a separate blue-colored tab:

- **intra_commodity_price**
- **intra_energy_price**
- **intra_industry_economics**

Only the sheets related to the products included in your subscription are displayed, and each sheet shows only the assessment series covered by that subscription.

The assessment sheets contain the following columns:

{.compact}
| Column | Description |
|---|---|
| code | Unique assessment identifier |
| assessment | Assessment name |
| remark_1 | Additional notes |
| remark_2 | Additional notes |
| default unit | Default measurement unit |
| default currency | Default currency |
| available_units | All supported units |
| available_currencies | All supported currencies |
| coverage | Data coverage period |
| last_available_final | Most recent final data point |
| has_preliminary | Whether preliminary data is available |
| has_forecast | Whether forecast data is available |
| series_hist_changed | Whether historical series has been revised |
| updated_at | Last update timestamp |

![Listing available assessments with Get Series Info](/static/gifs/list-assessments-listing-assessments.gif)

## How to Select Assessments to View Series Values? {#how-to-select-assessments-to-view-series-values}

In the assessment info sheets, use **Excel Data Filter** on the header row to narrow down the list of assessments based on your criteria.

To prepare assessments for template loading, check the boxes in **column A** next to the assessments you want to include. This provides a convenient way to pre-select codes before inserting a template.

![Filtering assessments using Excel Data Filter](/static/gifs/select-assessments-filtering-assessments.gif)

![Marking assessments with checkboxes in column A](/static/gifs/select-assessments-marking-assessments.gif)

## What are Templates in Excel Add-in? {#what-are-templates-in-excel-add-in}

Templates define the structure used to retrieve series values from Intratec. Each template can contain up to **40 assessment codes**.

Once a template is filled with assessment codes, you can click **Get Series Values** to populate it with data.

**Creating a Prefilled Template**

1. Select the desired assessments by checking their boxes in column A of the assessment info sheet
2. Click **Insert Template** in the Intratec Data tab
3. Choose **Prefilled Template**
4. Under the default settings, select the preferred **Connection** type and **Currency**
5. Click **Insert**

The template will be created with the selected assessment codes already populated.

**Creating a Blank Template**

You can also click **Insert Template** > **Blank Template** to create an empty template and manually enter assessment codes.

!!!danger
Do not change the template structure (row names, row and column positions) — this will prevent the Add-In from working properly.
!!!

You can rename template sheets if needed. For optimal performance, use no more than approximately **20 templates per file**.

![Inserting a prefilled template](/static/gifs/templates-inserting-prefilled-template.gif)

## How to Get Series Values Displayed? {#how-to-get-series-values-displayed}

To populate your templates with data:

1. Click **Get Series Values** in the Intratec Data tab
2. Choose either **All Templates** or **Active Only**
3. Confirm the request deduction when prompted

Once all sheets are processed, the selected templates will be populated with the corresponding data values.

![Fetching data with Get Series Values](/static/gifs/get-series-values-fetching-data.gif)

## Understanding the Connection Setting in Templates {#understanding-the-connection-setting-in-templates}

Each template includes a **Connection** setting that controls how data is retrieved. There are three modes:

- **Enabled** — Fetches actual data from Intratec. Each request counts against your usage quota.
- **Test** — Returns dummy data for testing purposes. Does not count against your quota (free).
- **Disabled** — No data is fetched. Any existing data in the template is preserved.

!!!secondary
Use **Test** mode when setting up templates to verify your configuration without consuming requests. Switch to **Enabled** when you are ready to retrieve real data.
!!!

## How to Set Your Preferred Currency and Units? {#how-to-set-your-preferred-currency-and-units}

You can customize the currency and units for each assessment in your templates.

1. Open the relevant **Assessment Info** sheet (e.g., intra_commodity_price)
2. Check the **available_units** and **available_currencies** columns for your assessment
3. In your template, set the desired values in the **Currency** and **Unit** rows

!!!secondary
The Currency and Unit values must match the options listed in **available_units** and **available_currencies**. Leave the fields empty to use the default values defined for each assessment.
!!!

![Setting currency and unit preferences in a template](/static/gifs/currency-units-setting-preferences.gif)

## How to Add or Remove Assessments in a Template? {#how-to-add-or-remove-assessments-in-a-template}

**Removing an Assessment**

To remove an assessment from a template, delete the values in the following rows for that column:

- Code
- Connection
- Currency
- Unit

![Removing assessment codes from a template](/static/gifs/add-remove-assessments-removing-codes.gif)

**Adding an Assessment**

1. Open the relevant Assessment Info sheet
2. Copy the assessment code
3. Paste it into an empty column in the template's **Code** row

The new assessment will be included the next time you run **Get Series Values**.

![Adding assessment codes to a template](/static/gifs/add-remove-assessments-adding-codes.gif)

## How to Monitor my Request Limits? {#how-to-monitor-my-request-limits}

To check your current request usage:

1. Click **Usage Limits** in the Intratec Data tab
2. A new sheet is created displaying:
   - **Coverages** — your subscribed data coverages
   - **Limits** — maximum requests allowed per period
   - **Requests made** — number of requests used so far
   - **Remaining** — requests still available

!!!secondary
Request counters reset automatically on each new data release.
!!!

![Visualizing request limits in the Usage Limits sheet](/static/gifs/request-limits-visualizing-requests.gif)

## What Does "System under Maintenance" Mean? {#what-does-system-under-maintenance-mean}

The Intratec Excel Add-In is available **24/7**, except during scheduled maintenance windows:

- **15th of each month**
- **25th of each month**
- **Data release day** (as defined per the Release Schedule)

During these periods, the system may be temporarily unavailable while data is being updated. These maintenance windows help keep the platform secure, reliable, and up to date. Please refer to the Release Schedule for specific dates.

## How to Update the Excel Add-in? {#how-to-update-the-excel-add-in}

To update to the latest version of the Intratec Excel Add-In:

1. Click **About Add-In** in the Intratec Data tab
2. The **intra_add_in** sheet is displayed
3. Click the **Intratec Website** link on that sheet
4. Download the latest version of the Add-In from the website
5. Save and install the new `.xlam` file following the same steps as the initial installation

!!!secondary
Always ensure you are using the latest version to access new features and fixes.
!!!

![Downloading the new Add-In version from the Intratec website](/static/gifs/update-addin-downloading-new-version.gif)

## Where to See the Latest Updates About Assessments? {#where-to-see-the-latest-updates-about-assessments}

To view the latest updates about assessments:

1. Click the **Release Notes** button in the Intratec Data tab
2. You will be redirected to the Intratec release notes web page

The release notes page contains information about new assessments, data revisions, and other changes.

![Opening the Release Notes page from the Add-In](/static/gifs/release-notes-opening-release-notes.gif)