Create reports in Excel

With the report tool in Excel, you can quickly get an overview of countries or companies by downloading Macrobond’s selected key indicators for them.
This same feature as in Macrobond main app under Browse tab > Overview > Reports.

1. Pick a country or company

Here, you select the country or company that you want to include in your report.

2. Add to a report

This area shows the actions that can be taken with the selected entity. You can add it to an active report if it exists, or start a separate report with the available data, such as key indicators.

3. Reports

The tabs here are separate reports that will be downloaded into separate Excel worksheets. Each tab lists the countries or companies included.

Processed/Raw data selection

Which mode to use
- Processed
  - Adding calculations in the Processed mode
- Raw

When downloading data from the application database to Excel, you will need to select one of two download modes: Processed and Raw. The primary difference between the two options whether start dates and/or frequencies have been harmonized. Which one of the options you select will effect which settings that are available to you from the download panel.

Which mode to use

Processed mode offers more settings for adjusting data before you download it and allows you to harmonize the data set in terms of frequency and start date. You can also apply calculations through that mode.
Raw mode is useful when you want to download multiple series while keeping their original form in terms of frequency, scale, etc.

Processed

Time series are presented relative to a single date column.
Data can be harmonized across parameters such as date range and frequency.
Choose from pre-defined calculations such as Rate of change and scale to apply to the data.

Adding calculations in the Processed mode

When using Processed mode to download data to Excel, there are a few basic calculations which are possible to use.

To perform calculations on your data set, you need to open the same window you used to download the data. To edit the data set, right-click there and select Edit. In the list of series, you’ll see that the analysis column contains an Edit button, which you can click to apply calculations.

As mentioned there's few calculations which you can use without opening document in Macrobond:

Rate of change

Similarly as in Macrobond Rate of change analysis, you can choose Method of calculation and Length, however it is not possible to use Mode option here.

Scale

It is also possible to adjust series scale in Processed mode. To do this you need to select the relevant option from the scale drop-down.

In both cases to apply the same settings to all the series in the list, use the Fill-down button. Click Update when you are ready to apply your changes to the data set.

When you use Refresh to update your document with the latest values, all your calculations will also automatically be updated.

Raw

Download time series in their original state and frequency.
No predefined calculations can be applied.
Each time series is presented with a data column.
Each series can have its own start date.

All series mode is the main access point for downloading data into Excel. It gives you access to your entire application database and provides various options for downloading the data in a specific format.

The All series workspace

Series browser
Download settings
Data download list

Purpose

Use it to:

Search through all the time series available from the application database.
Select the data you want to work with.
Apply settings that modify the series before downloading the data to an Excel document.
Verify the selected time series and metadata in the download list, before adding to the excel sheet.

Have a look at the follow up materials to find out how to use the settings you’ll encounter when downloading data in All series mode.

Using Macrobond data in Excel

Far be it from us to tell you where you work best. At times, what works best for you might be Excel, even if you still want the benefits of using the Macrobond database. Working with Macrobond data in Excel can be very efficient, and probably more flexible than you’d expect.

Introduction to the Excel add-in

Enabling Macrobond add-in
Import time series
Data sets
Import reports
In-house series

With the Macrobond Excel add-in (which works as Excel connector to Macrobond) you can import data from Macrobond into Microsoft Excel and easily keep it updated with the latest values. You can also create a custom series by uploading data from Excel and use as in-house series in Macrobond.

Add-in panel is visible in Excel's ribbon. Depending on your version of Excel, the add-in can look a bit different:

Data set interaction section
Uploading series section

With Excel add-in you can add data in two forms:

As a Time series - this will import all the values of one or more time series that you select.
As a Report - this will import the last value of predefined reports, such as company account data.

Enabling Macrobond add-in

Excel add-in is installed along with the main-app. Under some circumstances it might not be enabled from the start, or it might disable itself at some point (for example due to conflict with other add-ins). You can manually re-enable it with below methods. Please try to re-enable add-in in the following order:

From Disabled Items

The instructions below illustrate how to enable the Macrobond add-in in Excel. Moreover, the instructions are applicable for Word and PowerPoint as well because the method is identical across the Office products.

Note: the pictures below might vary depending on your Microsoft Office version.

Open Excel and select File from the main menu:

Next, select Options from the list.

Select Add-ins from the menu and go to the Manage drop-down menu. Select the Disabled Items option and press the Go button.

If your add-in is disabled, it will be displayed in the list. Select the Macrobond excel add-in and click the Enable button.

After restarting the office application, the Macrobond add-in should be visible again.

From COM Add-ins

Same as in re-enabling above, go to File->Options->Add-ins, set Manage: COM Add-ins, press 'Go'. Should look like this:

Import time series

There are three different methods that can be used for importing time series from Macrobond into Excel:

selecting series by using the data navigator,
use series from country and company overviews
use the result of a calculation in a Macrobond document

Select series by using the data navigator

The All series button in the Macrobond add-in toolbar/menu will bring up a dialog like this:

Database navigator
Import mode
Import settings
Series included in data set

You then select one or more time series using the database navigator.

There are two import modes:

Processed	All series in the set are converted to the same frequency and calendar and there is only one column/row of dates. You may select rate of change calculations and scale for each series.
Raw	Series are treated separately and there is a column/row of dates for each series.

Get series from country and company overviews

The Overview button in the toolbar/menu allows you to do cross-country or cross-company comparisons of data in Excel. Selecting it will display a dialog like this:

Add one or more countries or companies by using the Database navigator. Then select the type of overview.

Use the result from a Macrobond document

You can use the result of any calculation in a Macrobond document and turn it into a Macrobond Excel Data set. There are several ways you can do this:

You can press the Import button/menu item in the Macrobond Excel add-in and select a saved Macrobond document.
You can select Copy/Export as Excel Data set on the Edit or context menu when an analysis is selected in a Macrobond document that you can paste into Excel:
Select values in a Table presentation in the Macrobond application and then select Copy special from the Edit or context menu. Select to copy a Data set instead of Text and then paste the result into Excel.

When you copy or import time series from a Macrobond document into a Data set, a copy of all calculations is stored in the Data set and there is no dependency on the document where the data came from. To edit the calculations used by the Data set, press the Edit document button:

This will open a document tab in the Macrobond application where you can view and change the calculation settings.

Data sets

When you have imported data to the Excel sheet you will notice a red object in your sheet with the text 'Macrobond Data set'. It is this object that keeps track of what series and settings you have selected.

If you select the red Data set object and press the Edit selected data set in the toolbar/menu, you will once again see the dialog where you select series and settings.

When you press the Refresh button in the toolbar/menu, all data in the current workbook will be updated with the latest information.

Data is always placed in the sheet relative to the Data set object. If you move the Data set object, you will notice that the data is imported to a new position the next time you select Refresh. Please note that if you remove the Data set object, the information can no longer be updated when you select Refresh. You can have any number of Data sets in a workbook.

Import reports

Press the Report button in the toolbar/menu to bring up the report selection dialog. When you select an entity, such as a company or a country, for which there are reports, you will see a list of the reports at the top of the dialog. When you select a report then a new tab will be created on the right-hand side.

You can add more entities to each report by selecting the entity and then pressing Add to active report.

Each new report will be imported to a new sheet.

In-house series

You can upload time series data from an Excel sheet into your in-house account database in Macrobond. This is done by creating a template in your Excel sheet that contains information about each time series. For more information and instructions see Account in-house – creating & managing.

For users who prefer to store in-house data on their own company computers or servers but still want to use the data in Macrobond we have Excel in-house. For more information see Excel in-house – creating & managing.

Tag: Excel