Introduction: 

The Formula builder provides you an interface to build custom functions that can be used to retrieve information from the Research Wise system.

This will drop the function in the excel sheet retrieving real time data from the Research Wise system.

The Formula Builder will be launched from the ResearchWise tab in Excel

User can also go to the Home screen by click on the Home screen Icon.

1. Favourites

The Favourites section contains all the functions that have been marked as a favorite by the user.

A user can search for any function through the search feature or go to any individual category (under sections on the left panel), look for a function and then click on the “Star Icon”. 

By default, the Star Icon would be present in a light grey colour against each function (on top right corner as shown below) and clicking on it would change the colour of this icon to yellow and would get added in the Favourites list.

Similarly, if a user clicks on a favourite marked icon, then the colour of the icon should change back to grey and the function should get removed from the favourites list.

User can also change the default function name to friendly name so that the function can be easily identified.

    Once the Default name is changed, click on the Tick mark to save the friendly name.

2. Suggested Function

The Suggested functions section contains the functions suggested by Analec based on their usefulness in addressing the users frequent data needs. Incase you would like to add/remove a function to the suggested function list, please contact your administrator.

3. Sections

Below are the different sections available on the ResearchWise formula Builder.

Sections	Description
Favourites	Contains all the functions that have been marked as a favourite by the user
Suggested	Contains functions suggested by Analec based on their usefulness in addressing your frequent data needs.
Financials	Contains functions that retrieve the value of a financial item (e.g. EPS, P/E) for an instrument based on different parameter selection.
Statics	Contains function that retrieves the value of a static item (e.g. Recommendation, Target Price) for an instrument based on different parameter selection.
Time Series	Contains Functions that retrieve time-series information on market data for an instrument based on different parameter selection.
Instrument	Contains functions that retrieve instrument related information (e.g. year End, Relative Index) based on different parameter selection.
User	Contains function that retrieve information related to Research Wise users in your organization.
Search	User can search a function in the Search section

4. How to Drop Function to excel via Formula Builder

A user can search for any function through the search feature or go to any individual category (under sections on the left panel) to find the required function.

Select the function and click the down arrow to view the parameter list for the selected function.

The entire parameter list is divided into two sections 

A) Core/Mandatory parameters 

B) Optional parameter.

All the parameters (apart from parameters with default values) that require user input will be marked in red and the user can search to select the required parameters.

Formula Builder is designed to allow reference parameters as Inputs from Active Excel sheet. To provide the input parameter from excel, user can give the reference from the active sheet by clicking on the Referencing Icon as shown below. This will allow user to choose an excel cell reference on which the Parameter Data Exist.

Once the parameters are passed, Click on ‘Add Function’ option which will add the functions to the Function list section.

Incase if the user wants to use multiple functions in one Go, user can navigate to other functions; follow afore mentioned steps to pass the required parameters and click on ‘Add function’ to add on to the function list. Once the functions are available in the Function list section, user can drop in the functions to an Active excel cell destinations by providing the output cell reference by clicking on Drop function.

5. Function List

The functions which are added via Add functions under respective sections are available under the Function list section.

1. Under Function list section, user can Create a copy of available functions by clicking on 

Copy  function Button.

2. For each function call, user can press the down arrow  for viewing and editing the function call parameters. User can press the save button to change the function call

3. User can either type the output cell reference of a cell in the active sheet in the text box against the corresponding function call or select the cell reference using the Referencing Icon. 

4. Once done, click on Drop function to drop the functions to selected excel cell destinations.

5. User can also remove functions by selecting the required function and clicking on Remove function as shown below.

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