FXLData

From Fusion Registry Wiki
Revision as of 08:50, 6 October 2021 by Glenn (talk | contribs) (→‎=FXLDataV())
Jump to navigation Jump to search

An Excel add-in providing a collection of functions for retrieving statistical data from a Fusion Registry directly into a worksheet.

Quick Start

  1. Download the latest version File:FXLData beta 0-4-3.zip and unzip the add-in which is a single file: FXLData.xlam
  2. Install the add in
  3. Open a blank Excel worksheet
  4. Paste the following formula into a cell
=fxldata("https://demo.metadatatechnology.com/FusionRegistry","EXR","A")

A sample 100 series of annual ECB exchange rates data will be retrieved from Metadata Technology's public demonstration Fusion Registry service and inserted directly into the sheet.

Overview

The FXLData family of functions are Excel array formulas.

These work in the same way normal as normal single-cell funcions such as =SUM() and =STDEV() with the exception that the result is an array of series and observation values spanning a range of rows and columns.

Microsoft's documentation provides general information on how to work with array formulas in Excel.

Parameterised functions

These functions take a number of separate arguments making them suitable for building sophisticated data models where Start Period, End Period and other parameters use cell references or Excel formulas.

Horizontal time-series example

Both the horizontal and 'V' verical variants take the same arguments making it easy to switch between presentations.

=FXLData( RegUrl , Dataflow , Expression , [MaxSeries] , [RestArguments] , [StartPeriod] , [EndPeriod] , [Labels] , [IncludeHeader] , [IncludeSeriesKey] , [IncludeBreakdown] , [IncludeAttributes] )
Returns a selected dataset in 'horizontal' time-series format with one series per row

  • Three mandatory arguments: the base URL of the Fusion Registry, the Dataflow, a Series Key pattern specifying what series to return
  • A further nine optional arguments can be specified including: maximum number of series to retrieve, start / end period, labels, headers and whether dimensions and attributes are shown

=FXLDataV( RegUrl , Dataflow , Expression , [MaxSeries] , [RestArguments] , [StartPeriod] , [EndPeriod] , [Labels] , [IncludeHeader] , [IncludeSeriesKey] - ignored, [IncludeBreakdown] - ignored, [IncludeAttributes] )
Returns a selected dataset in 'vertical' format with one series per column

  • Three mandatory arguments: the base URL of the Fusion Registry, the Dataflow, a Series Key pattern specifying what series to return
  • A further nine optional arguments can be specified including: maximum number of series to retrieve, start / end period, and whether dimensions, attributes and metrics are shown
  • IncludeSeriesKey is ignored
  • IncludeBreakdown is ignored
  • Set Labels=both to show IDs and dimensions / attributes
  • If Labels=both, setting IncludeAttributes=TRUE will show the breakdown of series / dataset attributes in the header
  • IncludeHeader controls whether the resultset metrics are shown at the top (e.g. 205/1276 series 1.78 seconds)

Examples 

=FXLData("https://demo.metadatatechnology.com/FusionRegistry","ECB,EXR,1.0","A...")
=FXLDataV("https://demo.metadatatechnology.com/FusionRegistry","ECB,EXR,1.0","A...",1000,"round=2",2010,2020,"both",true,true,true,false)
=FXLData(C14,C4,C7,C15,C13,C5,C6,C12,C9,C8,C10,C11)
=FXLDataV(A9,B24,B25,1000,,min(D55,2010),max(D56,2020))

Like all Excel functions, arguments can either be literal values, cell references, or other formulas.

Functions taking a Fusion Registry data query URL

These functions take a single fully-formed Fusion Registry data query URL making them suitable for use cases where another tool such as the Fusion Data Browser has been used for data discovery, with data retrieval being performed directly in Excel.

Both the horizontal and 'V' verical variants take the same arguments making it easy to switch between presentations.

=FXLDataUrl( Url , [MaxSeries] )
Returns a selected dataset in 'horizontal' time-series format with one series per row

  • Behaves in the same way as =FXLData() but takes a single mandatory argument: a fully-formed Fusion Registry data query URL
  • A single optional argument allows the maximum number of series to be set

=FXLDataUrlV( Url , [MaxSeries] )
Returns a selected dataset in 'vertical' format with one series per column

  • Behaves in the same way as =FXLDataV() but takes a single mandatory argument: a fully-formed Fusion Registry data query URL
  • A single optional argument allows the maximum number of series to be set

Examples 

=FXLDataUrl("https://demo.metadatatechnology.com/FusionRegistry/ws/public/sdmxapi/rest/data/ECB,EXR,1.0/A.CAD+HUF+INR...E?round=2&labels=id")
=FXLDataUrlV("https://demo.metadatatechnology.com/FusionRegistry/ws/public/sdmxapi/rest/data/ECB,EXR,1.0/A.CAD+HUF+INR...E?round=2&labels=id",1000)

Administrative functions

=FXLDataVersion()

  • Returns the software version number and build date

FXLData Wizard

The FXLData Wizard is an Excel ribbon bar tool for interactively building and editing FXLData functions and comes as part of the add in.

Prerequisites

  1. Fusion Registry 10.7.0 or later
  2. Office 365 Excel 2018 or later on Microsoft Windows only

Note that earlier versions of Excel can be used, however execution of array functions is more complex involving preselecting the cells into which the data will be placed and pressing Ctrl-Shift-Enter. Refer to Microsoft's documentation.

Excel on Apple Mac is not supported because FXLData uses operating system services only available on Windows.

Installation

Excel add-in manager

The FXLData add-in is distributed as a single Excel file:

FXLData.xlam

There are two installation options.

Option 1: Excel Add-ins manager

  1. From the Excel File menu, choose Options
  2. On the Options popup, choose Add-ins from the list
  3. At the bottom, choose Excel Add-ins from the 'Manage' list and click Go
  4. On the Add-ins popup, choose Browse and select the FXLData.xlam distribution file

Option 2: Excel XLSTART directory

  1. Copy the FXLData.xlam to the Excel XLSTART directory which is usually in the following location C:\Users\<username>\AppData\Roaming\Microsoft\Excel\XLSTART

Function Reference

=FXLData()

By default ƒx =FXLData() returns a horizontal time-series dataset, one series per row with time spanning the columns i.e. time is the dimension at observation. A different dimension at observation can be chosen using the RestAuguments parameter - refer to the guidance below.

Use Case
This parameterised form is suitable for hand coding in a spreadsheet. Like all Excel functions, the arguments can be literal values, cell references or Excel expressions allowing the creation of complex data models. In its simplest form, only three arguments are required:

  • The 'base URL' of the Fusion Registry to connect to
  • The ID of the Dataflow
  • A series key specifying which series to retrieve, or simply 'all' to retrieve all series
=FXLData("https://demo.metadatatechnology.com/FusionRegistry","EXR","all")

By default, the number of series returned is capped at 100, but can be altered using the MaxSeries argument

Syntax
=FXLData( RegUrl , Dataflow , Expression , [MaxSeries] , [RestArguments] , [StartPeriod] , [EndPeriod] , [Labels] , [IncludeHeader] , [IncludeSeriesKey] , [IncludeBreakdown] , [IncludeAttributes] )

Argument Description Examples Required?
1 RegUrl The base URL of the Fusion Registry service https://demo.metadatatechnology.com/FusionRegistry Mandatory
2 Dataflow Options:
1. The dataflow to query conforming to the SDMX REST specification for data queries
2. A blank string - in this case the Dataflow(s) to query must be specified as part of the Expression.		 EXR
ECB,EXR,1.0		 Mandatory
3 Expression Options:
1. A series key
2. A dataflow and series key expression <dataflow>/<series key>
3. A JSON series basket expression which must be a cell reference and cannot be a literal value
4. The keyword 'all' to select all series in the dataset		 A
A.CAD+HUF+INR...E
all
ECB,EXR,1.0/A.HUF...E
C4 (cell reference)		 Mandatory
4 MaxSeries The maximum number of series to return 1000 Optional
Defaults to 100 series
5 RestArguments Additional data REST query arguments intended for special use cases like adding calculated measures or changing the dimension at observation round=3&calculatemeasure=THE_MEASURE;pch;mvavg,3&dimensionAtObservation=CURRENCY_DENOM Optional
6 StartPeriod The start period in SDMX standard time format 2010-06-12
2010		 Optional
Defaults to the start of the available data
7 EndPeriod The end period in SDMX standard time format 2010-06-12
2010		 Optional
Defaults to the end of the available data
8 Labels Component labels
id - IDs only
name - names only
both - both IDs and names		 both Optional
Defaults to id
9 IncludeHeader Boolean
TRUE includes component labels at the head of each column and shows metrics
FALSE component labels and metrics are ommitted		 FALSE Optional
Defaults to TRUE
10 IncludeSeriesKey Boolean
TRUE adds a calculated dimension 'series' with the series key as the value
FALSE series keys are not included in the dataset		 FALSE Optional
Defaults to TRUE
11 IncludeBreakdown Boolean
Controls whether a breakdown of the dataset's components is shown.
TRUE includes dimensions. Attributes are also shown if the IncludeAttributes argument is TRUE.
FALSE no components are included		 TRUE Optional
Defaults to TRUE
12 IncludeAttributes Boolean
TRUE includes dataset and series-level attributes in the component breakdown
FALSE excludes attributes		 FALSE Optional
Defaults to TRUE

=FXLDataUrl()

By default ƒx =FXLDataUrl() returns a horizontal time-series dataset. Time is the dimension at observation by default resulting in one series per row with time periods spanning the columns. A different dimension at observation can be chosen by adding a REST argument to the URL - refer to the guidance below.

Use Case

Fusion Data Browser Query Syntax function

This version of the function is designed primarily for use cases where a data query URL is generated by a data discovery tool, for example:

Syntax
=FXLDataUrl( Url , [MaxSeries] )

Argument Description Examples Required?
1 Url A complete and fully-formed SDMX data query URL https://demo.metadatatechnology.com/FusionRegistry/ws/public/sdmxapi/rest/data/ECB,EXR,1.0/A.CAD+HUF+INR...E?round=2&labels=id Mandatory
2 MaxSeries The maximum number of series to return 1000 Optional
Defaults to 100 series

=FXLDataV()

By default ƒx =FXLDataV() returns a vertical dataset, one series per column with time spanning the rows. The dimension at observation cannot be changed, the REST argument, if set is ignored.

Use Case
This parameterised form is suitable for hand coding in a spreadsheet. Like all Excel functions, the arguments can be literal values, cell references or Excel expressions allowing the creation of complex data models. In its simplest form, only three arguments are required:

  • The 'base URL' of the Fusion Registry to connect to
  • The ID of the Dataflow
  • A series key specifying which series to retrieve, or simply 'all' to retrieve all series
=FXLDataV("https://demo.metadatatechnology.com/FusionRegistry","EXR","all")

By default, the number of series returned is capped at 100, but can be altered using the MaxSeries argument

Syntax
=FXLDataV( RegUrl , Dataflow , Expression , [MaxSeries] , [RestArguments] , [StartPeriod] , [EndPeriod] , [Labels] , [IncludeHeader] , [IncludeSeriesKey] , [IncludeBreakdown] , [IncludeAttributes] )

Argument Description Examples Required?
1 RegUrl The base URL of the Fusion Registry service https://demo.metadatatechnology.com/FusionRegistry Mandatory
2 Dataflow Options:
1. The dataflow to query conforming to the SDMX REST specification for data queries
2. A blank string - in this case the Dataflow(s) to query must be specified as part of the Expression.		 EXR
ECB,EXR,1.0		 Mandatory
3 Expression Options:
1. A series key
2. A dataflow and series key expression <dataflow>/<series key>
3. A JSON series basket expression which must be a cell reference and cannot be a literal value
4. The keyword 'all' to select all series in the dataset		 A
A.CAD+HUF+INR...E
all
ECB,EXR,1.0/A.HUF...E
C4 (cell reference)		 Mandatory
4 MaxSeries The maximum number of series to return 1000 Optional
Defaults to 100 series
5 RestArguments Additional data REST query arguments intended for special use cases like adding calculated measures or changing the dimension at observation round=3&calculatemeasure=THE_MEASURE;pch;mvavg,3&dimensionAtObservation=CURRENCY_DENOM Optional
6 StartPeriod The start period in SDMX standard time format 2010-06-12
2010		 Optional
Defaults to the start of the available data
7 EndPeriod The end period in SDMX standard time format 2010-06-12
2010		 Optional
Defaults to the end of the available data
8 Labels Component labels
id - IDs only
both - both IDs and names		 both Optional
Defaults to id
9 IncludeHeader Boolean
TRUE shows resultset metrics (e.g. 108/1256 series 2.15 seconds)
FALSE metrics are omitted		 FALSE Optional
Defaults to TRUE
10 IncludeSeriesKey Ignored Optional
Ignored
11 IncludeBreakdown Ignored Optional
Ignored
12 IncludeAttributes Boolean
TRUE includes series attributes if labels=both
FALSE excludes attributes		 FALSE Optional
Defaults to TRUE

=FXLDataUrlV()

ƒx =FXLDataUrlV() returns a vertical dataset, one series per column with time spanning the rows. The dimension at observation cannot be changed, the REST argument, if set is ignored.

Use Case

Fusion Data Browser Query Syntax function

This version of the function is designed primarily for use cases where a data query URL is generated by a data discovery tool, for example:

Syntax
=FXLDataUrlV( Url , [MaxSeries] )

Argument Description Examples Required?
1 Url A complete and fully-formed SDMX data query URL https://demo.metadatatechnology.com/FusionRegistry/ws/public/sdmxapi/rest/data/ECB,EXR,1.0/A.CAD+HUF+INR...E?round=2&labels=id Mandatory
2 MaxSeries The maximum number of series to return 1000 Optional
Defaults to 100 series

=FXLDataVersion()

ƒx =FXLDataUrlV() returns the version number of the FXLData addin.

Syntax
=FXLDataVersion()

Example

=FXLDataVersion()

Returns 1.3.2 18/12/2021

Dimension at Observation

For horizontal presentation functions, the dimension at observation defaults to time but can be changed using the dimensionAtObservation REST argument.

REST Argument Syntax
dimensionAtObservation=<DIMENSION_ID> | AllDimensions

Behaviour

Value Behaviour Example
<DIMENSION_ID> Using the ID of any other dimension in the dataset will cause the observations to be broken down by that dimension which will appear across the columns dimensionAtObservation=REF_AREA
TIME_PERIOD The same as the default behaviour where time is the dimension at observation (dimensionAtObservation argument is ommitted)
AllDimensions Setting the dimension at observation to the special value AllDimensions generates a result set with a single row per observation dimensionAtObservation=AllDimensions

Examples
Setting REF_AREA as the dimension at observation 

=FXLDataUrl("https://demo.metadatatechnology.com/FusionRegistry/ws/public/sdmxapi/rest/data/WB,GCI,1.0/GBR?labels=id&round=1&dimensionAtObservation=REF_AREA")

AllDimensions - the result is precisely one observation per row 

=FXLDataUrl("https://demo.metadatatechnology.com/FusionRegistry/ws/public/sdmxapi/rest/data/WB,GCI,1.0/GBR?labels=id&round=1&dimensionAtObservation=AllDimensions")

Default behaviour with time as the dimension at observation 

=FXLDataUrl("https://demo.metadatatechnology.com/FusionRegistry/ws/public/sdmxapi/rest/data/WB,GCI,1.0/GBR?labels=id&round=1")

Choosing Attributes to Include in the Resultset

A breakdown of some or all series attributes can be returned as part of the resultset if required. Note that dataset and observation-level attributes are not available.

Include all attributes

  • =FXLData() horizontal presentation: set includeBreakdown=TRUE and includeAttributes=TRUE
  • =FXLDataV() vertical presentation: set labels=both and includeAttributes=TRUE

Include selected attributes

  • Set includeBreakdown=TRUE for =FXLData() or labels=both for =FXLDataV()
  • Add to the REST Args: attributes= followed by a comma-separated list of the attribute IDs to include. e.g. attributes=UNIT,TITLE

Worked examples

The following are samples from the ECB's EXR (Exchange Rates) dataset:

Include all attributes using horizontal presentation. 

=FXLData("https://demo.metadatatechnology.com/FusionRegistry","EXR","A",100,,"1990","1995","id",True,True,True,True)

Include all attributes using vertical presentation. 

=FXLDataV("https://demo.metadatatechnology.com/FusionRegistry","EXR","A",100,,"1990","1995","both",True,True,True,True)

Include just the UNIT and TITLE attributes using horizontal presentation. 

=FXLData("https://demo.metadatatechnology.com/FusionRegistry","EXR","A",100,"attributes=UNIT,TITLE","1990","1995","id",True,True,True,True)

Include just the UNIT and TITLE attributes using vertical presentation. 

=FXLDataV("https://demo.metadatatechnology.com/FusionRegistry","EXR","A",100,"attributes=UNIT,TITLE","1990","1995","both",True,True,True,True)

Fusion Registry Authentication

Excel will automatically request the user to authenticate when executing and FXLData function where the Fusion Registry data source is operating in private mode.

Points to note:

  • Excel will remember authentication details provided for the remainder of the session. Close and reopen Excel if you need to re-authenticate as a different user.
  • A spread sheet can contain multiple FXLData functions using different Fusion Registries. Excel will ask for separate authentication details for each Fusion Registry, thus it is possible to connect to Fusion Registry A as user X, and Fusion Registry B as user Y.
  • No authentication will be requested if a Fusion Registry is operating in public mode.

FXLData Excel Authentication.PNG

Resultset Metrics

Metrics are shown in the first row of the result set if headers are enabled.

Example Metrics

Series Count

<series retrieved>/<series available> series
  • <series retrieved> is the actual number of series returned by the function which is controlled by the MaxSeries argument.
  • <series available> is the total number of series available for the query.

Function Execution Time

<execution time> seconds
  • The actual time the function took to retrieve the data from the Fusion Registry and return the result set to Excel.

Controlling when metrics are displayed For parameterised functions (=FXLData() and =FXLDataV()), metrics are displayed when the IncludeHeader argument is TRUE. Set to FALSE to omit metrics.
For URL functions (=FXLDataUrl() and =FXLDataUrlV()), metrics are displayed if the REST API parameter excludeHeader=false. Set the parameter to excludeHeader=true to omit metrics.

Retrieved from "https://wiki.sdmxcloud.org/index.php?title=FXLData&oldid=4099"