Customizing Templates
The connection setting, preferred currency and units, and adding or removing assessments in an Excel Add-In template.
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.
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?
You can customize the currency and units for each assessment in your templates.
- Open the relevant Assessment Info sheet (e.g., intra_commodity_price)
- Check the available_units and available_currencies columns for your assessment
- In your template, set the desired values in the Currency and Unit rows
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.
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
Adding an Assessment
- Open the relevant Assessment Info sheet
- Copy the assessment code
- 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.
