Excel Updates & Tips

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Click on any of the topics below to watch the related content.

Resampling & Aggregate Functions - August 2017
Holdings Weight - May 2017
Excel Cell In Use - February 2017
YCharts YCI Function - October 2016
YCharts YCS Function - August 2016
YCharts YCD Function - July 2016
YCharts Fill Null Function - June 2016
Adding Rows to Models - May 2016


Resampling & Aggregate Functions - August 2017

  • Learn how to change a data series' frequency, and perform aggregate functions on a given YCS series call

Holdings Weight - May 2017

  • Learn how to use the new "Holdings_Weight" YCI call to pull in the symbols and weights for a fund's top 25 holdings

Excel Cell In Use - February 2017

  • Learn how to fix the "ERROR: EXCEL CELL IN USE" error code

YCharts YCI Function - October 2016

  • Learn how to return a qualitative metric field

YCharts YCS Function - August 2016

  • Learn how to return a data series

YCharts YCD Function - July 2016

  • Learn how to return a date, associated with a data point

YCharts Fill Null Function - June 2016

  • Replace NULL values using our "Fill Null" field

Adding Rows to Models - May 2016

  • Add additional rows to a current template

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