Accessing Data In Excel

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This section gives a brief overview of what can be pulled into Excel and how to pull in information using our Excel add-in.

How to Access the Data

First and foremost, to access the data you must have the YCharts Excel add-in installed. Once it's installed, the add-in allows you to pull in either data points (YCP), data series (YCS), qualitative information (YCI), or dates (YCD). Depending on the type of security, the way we pull the aforementioned data into Excel differs slightly, and is detailed below:

  • For equities, type the ticker into the YCharts formula creator with quotations. For example, Apple should read "AAPL". Note that if you were referencing a ticker in a cell, you won't need quotations around the ticker. The cell reference will work if the cell contains just AAPL.

  • For mutual funds, add "M:" in front of the fund's ticker. For example, if you wanted to pull in a metric for the Dodge & Cox Stock fund, you would type "M:DODGX" with the quotations in the YCharts formula creator. Otherwise, you can enter M:DODGX into a cell you planned to reference.

  • For indices, add a carrot (^) in front of the index's ticker. For example, if you wanted to pull in a metric for the S&P 500 index, you would type "^SPX" with the quotations in the YCharts formula creator. Otherwise, you can enter ^SPX into a cell you planned to reference.

  • For economic indicators, enter the indicator's code into the YCharts formula creator with quotations. For example, US GDP should read, "I:USGDP". Note that if you were referencing an indicator in a cell, you won't need quotations around the indicator code. The cell reference will work if the cell contained I:USGDP.

What Data is Available via our Add-In?

Almost every data point that can be found on our website can be pulled into excel via our add-in. The only exception would be the data points found on the sector and industry key stats pages. For a detailed list of the metrics, please refer to our Excel Reference Guides that can be found by clicking on the link, or by hovering over the "TOOLS" tab, clicking on "EXCEL" and then clicking on "Reference Guides".

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