Data Excel Add-In User Guide
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
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
Installation Step-by-Step
Check the Intratec Data Excel Add-In system requirements before installation.
- Download the Intratec Data Excel Add-In at intrat.ec/data-add-in-download.
- Save the Excel Add-In file to the Microsoft Excel Add-Ins folder and unblock the file.
- Enable the Intratec Data Excel Add-In in Excel so that the Intratec Data tab becomes available in the ribbon.
Intratec Data Tab: Buttons and Features
Once installed, the Intratec Data Excel Add-In displays an Intratec Data tab in the Excel ribbon.
The Intratec Data ribbon includes the following buttons and features:
| Group | Icon | Button | Description |
|---|---|---|---|
| Account |  |
Login | Access your account |
| Data |  |
Get Series Info | Retrieve series information |
| Data |  |
Insert Template | Generate a template sheet |
| Data |  |
Get Series Values | Fetch series values |
| Data |  |
Usage Limits | Verify requests made and limits |
| Support |  |
Release Notes | Open the Intratec Release Notes page |
| Support |  |
About Add-In | Check Add-In details |
| Support |  |
Tutorial | Open the step-by-step tutorial |
Accessing Data Step-by-Step
- On the Intratec Data tab, click Login and enter the Developer account credentials.
- Click Get Series Info to insert a sheet listing all assessments in your subscription.
- In the new sheet, use Excel filters to find assessments and select them.
- Click Insert Template to create template sheets prefilled with the selected assessments.
- Click Get Series Values to connect to Intratec servers and load the data into the template sheets.
Customizing an Existing Template
After you insert a template for the first time, you can still add or remove assessments. You may also edit the template to select your preferred currency and units among the available options used to display assessment values.
Monitoring and Managing Requests
The limit of available data requests depends on your subscription plan. See how request limits work. You may monitor your request limits directly from Excel by clicking Usage Limits.
Use the connection options in the template to test the Excel Add-In without spending requests or to prevent duplicated requests. See video tutorial.
System 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.
Support Features
- Check for Intratec Data Excel Add-In updates by clicking About Add-In on the Intratec Data tab.
- Track new assessments under your subscription by checking the Release Notes.
Questions and Feedback
For assistance, feel free to reach out at intratec.us/help/contact-us. We value your feedback. If you have complaints, compliments, or suggestions, do not hesitate to share them with us.