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Installation

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Henrik edited this page Sep 14, 2023 · 35 revisions

Get Started

Borsdata Excel Plugin is a file you need to manualy install into Excel.
You need to know if you have excel version 32bit or 64bit. How to check this is shown below.

Follow this list with details in "Step by Step" below.

  1. If you dont have an Api Key you need to apply for one as PRO member of Börsdata.
  2. Download Zip file from github and unpack to local folder.
    • Important to UNZIP to local folder. Using xll file inside the Zip file will not work!
  3. Unblock the Security check in file Properties.
  4. Check if your Excel is installed as 32bit or 64bit.
  5. Install plugin in Excel. (See "Step by Step" below)
    5.1. Important! Add the folder where you have the .xll file to 'Trusted Locations' in Excel. (See "Step by Step" below)
  6. Enter API Key in Borsdata Excel plugin
  7. Done

Is my Excel 32bit or 64bit?

1. Open Excel and go to File (1) -> Account (2).
2. "About Excel" (3) -> Check if you have 32-bit or 64-bit (4).

Check bit version

In Excel 2010 you go to "File"-> "Help" -> Check Version (32-bit or 64-bit)

Add the .xll file folder to 'Trusted Locations' in Excel.

You need to tell Excel that the .xll folder is trusted before you install the .xll file.

  1. Excel Options (Alternativ)
  2. Securitycenter (Säkerhetscenter) -> Settings for securitycenter
  3. Trusted Locations-> Add new Location
  4. Browse.. -> Select the folder
    Done

Trust Location 1
Trust Location 2
Trust Location 3

Make sure that Add-ins => Require ApplicationsAdd-ins to be signed by Trusted Publisher is DISABLED.

  • Make sure it's Not Checked.
    Check addin disabled

Installation Step by step

Follow the steps to install the Borsdata Excel Plugin into Excel.

  1. Download zip file from github.
    Download

Chrome and Firefox can give a warning that file is not normaly used. Ignore this warning. Keep file.
ChromeWarning

  1. When Zip file is downloaded you need to UnZip the Zip file into a new folder.
    Right-click on the Zip file and select "Extract All".
    How to unzip
    Now you have a new folder with two .xll files that can be used by Excel.

  2. Important! Check that the file is not blocked.
    Right click on the file and select properties. Unblock the file.
    blocked file

  3. Important! Add the folder where you have the .xll file to 'Trusted Locations' in Excel. (See "Step by Step")

  4. Open Excel and go to File.
    Select File

  5. Option
    Options

  6. Add-Ins -> Go..
    Addins Go

  7. Browse...
    Addin Browse

  8. Open the folder where you unzipped the Borsdata excel plugin. (See point 2)
    Select file
    There is two files in the folder. Select the file that match you Excel version.
    32bit => BorsdataExcelPlugin-packed
    64bit => BorsdataExcelPlugin64-packed

  9. Make sure Börsdata Excel is shown in Add-Ins avaible list.
    addin ok
    Press Ok.

  10. Now you should see the Börsdata Ribbon in Excel.
    Ribbon

  11. Finally you need to enter your API KEY under SETTINGS.
    ApiKey

  12. Now installation is ready!

Upgrade to new version of Excel Plugin

Download new zip from Github and replace your existing local .xll file.
Restart Excel and you should have the new version automaticly loaded into excel.

How to Uninstall and Completely Remove an Excel Add-in

https://www.youtube.com/watch?v=5MVbR4pKAbU

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Installation
=BD_INSTRUMENTS()
=BD_DESCRIPTION(InstId)
=BD_INSTRUMENTS_GLOBAL() =BD_INSTRUMENTSEARCH()
=BD_KPI_SUMMARY()
=BD_STOCKPRICE()
=BD_STOCKPRICE_DATE()
=BD_STOCKPRICE_GLOBAL_DATE()
=BD_STOCKPRICE_LAST() =BD_STOCKPRICE_GLOBAL_LAST() =BD_REPORT_QUARTER()
=BD_REPORT_R12()
=BD_REPORT_YEAR()
=BD_HISTORY_KPI()
=BD_SCREENER_KPI()
=BD_SCREENER_GLOBAL_KPI()
=BD_REPORT_CALENDAR(InstId)
=BD_DIVIDEND_CALENDAR(InstId)
=BD_HOLDINGS_INSIDER(InstId)
=BD_HOLDINGS_SHORTS()
=BD_HOLDINGS_BUYBACK(InstId)

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