# Accessing Data

## 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 solution is displayed in a separate blue-colored tab:

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

Only the sheets related to the solutions 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)