Accessing Data

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

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.

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:

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

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.

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.

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

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.