# Data Excel Add-In User Guide {#data-excel-add-in-user-guide}

## Introduction {#add-in-introduction}

Using the Intratec Data Excel Add-In is straightforward. Most users can get started by following the steps in each section. If extra guidance is needed, each workflow includes a link to the corresponding online tutorial.

## Account Setup {#add-in-account-setup}

Before using the Intratec Data Excel Add-In, confirm that your account is eligible. The Add-In is available only to Advanced and Ultimate Plan subscribers with the Developer role.

[See how to set up the Developer role](/access-automation/api#how-to-set-user-with-developer-role)

## Installation Step-by-Step {#add-in-installation}

!!!secondary
Check the [Intratec Data Excel Add-In system requirements](/access-automation/excel-add-in#what-are-the-system-requirements-to-use-the-add-in) before installation.
!!!

1. Download the Intratec Data Excel Add-In at [intrat.ec/data-add-in-download](https://intrat.ec/data-add-in-download).
2. Save the Excel Add-In file to the Microsoft Excel Add-Ins folder and unblock the file.

[See video tutorial](/access-automation/excel-add-in#where-to-save-the-add-in-file)

3. Enable the Intratec Data Excel Add-In in Excel so that the Intratec Data tab becomes available in the ribbon.

[See video tutorial](/access-automation/excel-add-in#how-to-enable-the-add-in-in-excel)

## Intratec Data Tab: Buttons and Features {#add-in-ribbon}

Once installed, the Intratec Data Excel Add-In displays an Intratec Data tab in the Excel ribbon.

:::text-center
![](../static/images/data-excel-add-in-user-guide-excel-ribbon-tab.png)
:::

<br>

The Intratec Data ribbon includes the following buttons and features:

| Group | Icon | Button | Description |
| :--- | :--- | :--- | :--- |
| Account | ![](../static/images/data-excel-add-in-user-guide-icon-login.png) | Login | Access your account |
| Data | ![](../static/images/data-excel-add-in-user-guide-icon-series-info.png) | Get Series Info | Retrieve series information |
| Data | ![](../static/images/data-excel-add-in-user-guide-icon-template.png) | Insert Template | Generate a template sheet |
| Data | ![](../static/images/data-excel-add-in-user-guide-icon-values.png) | Get Series Values | Fetch series values |
| Data | ![](../static/images/data-excel-add-in-user-guide-icon-limits.png) | Usage Limits | Verify requests made and limits |
| Support | ![](../static/images/data-excel-add-in-user-guide-icon-release-notes.png) | Release Notes | Open the Intratec Release Notes page |
| Support | ![](../static/images/data-excel-add-in-user-guide-icon-about.png) | About Add-In | Check Add-In details |
| Support | ![](../static/images/data-excel-add-in-user-guide-icon-tutorial.png) | Tutorial | Open the step-by-step tutorial |

## Accessing Data Step-by-Step {#add-in-access-steps}

1. On the Intratec Data tab, click Login and enter the Developer account credentials.

[See video tutorial](/access-automation/excel-add-in#how-to-list-available-assessments)

2. Click Get Series Info to insert a sheet listing all assessments in your subscription.

[See video tutorial](/access-automation/excel-add-in#how-to-select-assessments-to-view-series-values)

3. In the new sheet, use Excel filters to find assessments and select them.

[See video tutorial](/access-automation/excel-add-in#what-are-templates-in-excel-add-in)

4. Click Insert Template to create template sheets prefilled with the selected assessments.

[See video tutorial](/access-automation/excel-add-in#how-to-get-series-values-displayed)

5. Click Get Series Values to connect to Intratec servers and load the data into the template sheets.

## Customizing an Existing Template {#add-in-customization}

After you insert a template for the first time, you can still [add or remove assessments](/access-automation/excel-add-in#how-to-add-or-remove-assessments-in-a-template). You may also edit the template to [select your preferred currency and units](/access-automation/excel-add-in#how-to-set-your-preferred-currency-and-units) among the available options used to display assessment values.

## Monitoring and Managing Requests {#add-in-requests}

The limit of available data requests depends on your subscription plan. [See how request limits work](/access-automation/data-requests-and-limits#how-is-the-commodity-price-data-requests-limit-applied). You may [monitor your request limits](/access-automation/excel-add-in#how-to-monitor-my-request-limits) directly from Excel by clicking Usage Limits.

!!!secondary
Use the connection options in the template to test the Excel Add-In without spending requests or to prevent duplicated requests. [See video tutorial](/access-automation/excel-add-in#understanding-the-connection-setting-in-templates).
!!!

## System Availability {#add-in-availability}

The Intratec Data Excel Add-In is available 24/7, so data can be accessed at any time. The service may be temporarily unavailable during scheduled maintenance. [See maintenance schedule](/access-automation/excel-add-in#what-does-system-under-maintenance-mean).

## Support Features {#add-in-support}

1. Check for Intratec Data Excel Add-In updates by clicking [About Add-In](/access-automation/excel-add-in#how-to-update-the-excel-add-in) on the Intratec Data tab.
2. Track new assessments under your subscription by checking the [Release Notes](/access-automation/excel-add-in#where-to-see-the-latest-updates-about-assessments).

## Questions and Feedback {#add-in-questions}

For assistance, feel free to reach out at [intratec.us/help/contact-us](https://www.intratec.us/help/contact-us). We value your feedback. If you have complaints, compliments, or suggestions, do not hesitate to share them with us.