If you know a way please leave a comment. I can't seem to figure out a way for it to have the same format - it looks like raw data but totally comprehensible. Click - Data - Get External Data - Run Web Query - (Pick the API file you saved in the first step) - click ok.Save the API link as plain text - make sure it has the.The steps should be similar for all platforms and Excel versions but this is specifically for a Mac Excel 2016. Although, for this you would need an API link from the website that you're trying to pull the data from. This could be helpful with websites such as where you can pull all the coin data from the website and have it update automatically in your file if you're using that data for statistics, algorithms, and etc.Īfter doing some research I figured out a way to do so in Excel. I thought I could do the same with Excel but unfortunately that did not work. One day one of my co-workers showed me a formula where you could pull data from different websites, that contained lists and tables and have it update it automatically in Google Sheets. Now you can use the data just like you all Excel data-modify it using formulas, link it to other queries, reformat and print it, insert into other Office documents, etc. You can follow a similar process in many other 3rd party applications to reuse FinFolio data and extend our functionality.I have been doing quite a bit of data entry work at my internship using excel. This will update all queries in your spreadsheet. To refresh your queries after FinFolio data has changed, go to the Data ribbon and click the Refresh All button.Click OK to insert the data into your document. You will now be looking at a document with your list of accounts and values.In the Import Data screen, select XML table in existing worksheet and enter $A$1 for the field.This processes the data results and shows the Import Data screen. This will show the data results from the query. In the New Web Query window enter your API string in the Address field and click Go.Open Excel 2013, click File New and select Blank Workbook.Move to Excel and insert the API query data into a spreadsheet: The WEBSERVICE function may appear in the Excel for Mac function gallery, but it relies on Windows operating system features, so it will not return results. Now you have a REST API call that generates data in any web browser, Excel or other applications that can make web queries.This is your REST API call that can now be reused in other applications. Copy the text in the Request URL section.Click Try it out! and your list of accounts will appear in the Response Body section.This specifies the two fields you want to see plus the account id field. In the /api/account fields list, enter id, sortName, SimpleValue.This expands the parameters for the account api call. In the account api section, click on GET /api/account.For example, if you are trying to show a list of accounts with market values, you would: Navigate the API documentation to find the correct query to generate the data you need.Enter the API key into the api_key field at the top of the page.In a web browser, navigate to your API site (usually ).Click OK to save the API key and close the screen.Ĭreate your query using the FinFolio API website: With PitchBook Excel Plugin for Office 365 and Mac, harness the depth of PitchBooks global public and private market data to.Note the user does not need to be set up in Active Directory or SQL. This API key will be able to see the same data as this user. I've tested this on a Mac running Mac OS X 10.8.3 (Mountain Lion) with Excel for Mac 2011. This should be the same name as a user who already been granted access to FinFolio data. Doing further research, I came across Robert Knight's comment on this question VBA Shell function in Office 2011 for Mac and built an HTTPGet function using his execShell function to call curl. Enter a Username next to the new API key.This creates a new row in the API list with an auto-generated random key. On the " View and create API keys." tab click Insert new item.This opens the "View and create API keys." tab. Open FinFolio and click File, Options.IFDEF between different Mac Office versions at compile time. Call external AppleScript scripts from VB. Request a user's permission to access multiple files at once. The first time you use the API you will generate a secure API key in FinFolio: The following VBA commands are new and unique to Office 2016 for Mac. Excel lets you extend FinFolio by using its powerful suite of tools once the data is in Excel, you can build on it by using formulas, pivot tables, and other standard Excel functionality. One way to use the data is with Microsoft Excel. This posted generated many questions along the lines of "what specifically can I do with this data". I just blogged about our REST API, an easily accessible way to generate web queries that securely share your FinFolio data with other web sites and applications.
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