FXLData

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

Quick Start

  1. Install the FXLData Excel add-in
  2. Open a blank Excel worksheet
  3. 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.

Functions for horizontal (time-series) presentation

Returns a selected dataset in time-series format with one series per row

Horizontal time-series example

=FXLData()

  • The function has 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

Examples 

=FXLData("https://demo.metadatatechnology.com/FusionRegistry","ECB,EXR,1.0","A...")
=FXLData("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)

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

=FXLDataUrl()

  • Behaves the same 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

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

Functions for vertical presentation

Returns a selected dataset with one series per column and time on the rows.

Vertical example

=FXLDataV()

  • Like its horizontal counterpart, FXLDataV has three mandatory arguments: the base URL of the Fusion Registry, the Dataflow, a Series Key pattern specifying what series to return
  • There are a further seven optional arguments for controlling: the maximum number of series to retrieve, start / end period, labels, header behaviour and whether attributes are shown
  • REST API data query arguments can also be given for special operations like number precision and calculated measures (e.g. % change)

Examples 

=FXLDataV("https://demo.metadatatechnology.com/FusionRegistry","ECB,EXR,1.0","A...")
=FXLDataV("https://demo.metadatatechnology.com/FusionRegistry","ECB,EXR,1.0","A...",1000,"calculatemeasure=CALC_MEASURE;pch;mvavg,3",2010,2020,"id",false,false)
=FXLDataV(C13,C3,C6,C14,C12,C4,C5,C11,C8,C10)

=FXLDataUrlV()

  • Behaves the same 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 

=FXLDataUrlV("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

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. One or more series keys separated by semi-colons conforming to the dataflow specified using the Dataflow argument separated by semi-colons
2. One or more dataflow and series key expressions separated by semi-colons of the form <dataflow>/<series key>
Note that the keyword 'all' can be used in place of a series key to indicate all series		 A
A.CAD+HUF+INR...E
all
A.CAD...E;A.HUF...E;A.INR...E
ECB,EXR,1.0/A.HUF...E		 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
TRUE includes dimensions
FALSE excludes dimensions		 FALSE Optional
Defaults to TRUE
12 IncludeAttributes Boolean
TRUE includes dataset and series-level attributes
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
=FXLData( RegUrl , Dataflow , Expression , [MaxSeries] , [RestArguments] , [StartPeriod] , [EndPeriod] , [Labels] , [IncludeHeader] , [IncludeAttributes] )

Argument Description Examples Required?
1 RegUrl The base URL of the Fusion Registry service https://demo.metadatatechnology.com/FusionRegistry Mandatory
2 Dataflow The Dataflow to query conforming to the SDMX REST specification for data queries ECB,EXR,1.0 Mandatory
3 Expression A series key pattern defining the series to select A.CAD+HUF+INR...E 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 - includes the series key only at the head of each column
both - shows a complete list of all dimensions and optionally attributes at the head of each column, including IDs and names. Display of attributes is controlled by the IncludeAttributes argument.		 both Optional
Defaults to id
9 IncludeHeader Boolean
TRUE shows metrics at the top of the result set
FALSE metrics are ommitted		 FALSE Optional
Defaults to TRUE
10 IncludeAttributes Boolean
TRUE includes dataset and series-level attributes
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")

Authentication

No user authentication is required for public Fusion Registry data services.

When accessing a Fusion Registry operating in private mode, Excel will automatically request username and password authentication details.

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.

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