Using company lists in Excel

Modified on Mon, 10 Aug, 2020 at 4:33 PM

With the add-in, you can either download in Excel the constituents of a list saved on the Infront Analytics web platform, or upload to the web a new list of companies from Excel.

 

Download list

To download the constituents of one or more lists in Excel:

  1. Create a new Excel workbook.
  2. Click the destination cell for the company table (upper-left corner).
  3. Click Download List in the Infront ribbon or Download List of Companies in the right-click menu.
  4. Choose the type of list to download selecting the corresponding tab.
  5. Click Download List.

 

Upload list

To create a new personal list by uploading its constituents from Excel:

  1. In an Excel workbook, create a column with your companies defined by company name/ISIN code/ticker.
  2. Select all corresponding cells.
  3. Click Company Code Lookup > Quick lookup in the right-click menu to convert the company identifiers to Company Codes.
  4. Click Upload List of Companies in the right-click menu.
  5. Enter your New List Name.
  6. Click OK.

  

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