Infront toolbar and right-click menu in Excel

When the add-in is loaded in Excel, a tab called Infront appears in the menu bar.

Click this tab to show the Infront toolbar, which is the starting point for all add-in functions.

Infront toolbar

The Infront toolbar has the following commands:

• Connection: enter here your account credentials to allow the add-in to connect to the Infront Analytics platform; to avoid entering your password multiple times, you can click the Advanced Settings link and check the Save Password option in the Options dialog.
• Refresh Workbook: refresh all Infront Analytics data tables in either the active workbook or the active worksheet.
• Quick Report: create a new Quick Report from scratch.
• Time Series: create a new Time Series from scratch.
• Download List: download the constituents of a personal list, a market index, or a predefined list of comparable companies.
• Model Library: access our library of pre-built Excel models.
• Function INFGET(): insert or edit the INFGET() function from the dedicated panel.
• Recalculate Formula: recalculate all formula in the active workbook.
• Restart Engine: cancel pending data updates and restart the add-in when it does not seem to respond.
• Options: view and edit add-in options such as preferences for Excel startup or connection mode.
• Help Center: access Help Center articles, contact Infront Analytics support, check the latest release notes, or check your add-in version, installation path and get the latest add-in updates.

Infront options in right-click menu 

Some additional options appear in the right-click menu:

• Company Code Lookup: convert a company name/ISIN code/ticker into a Company Code (Infront Analytics company identifier).
• Upload List of Companies: upload to the web a new personal list from a list of Company Codes in Excel.
• New INFGET(): insert the INFGET() function from the dedicated panel 
• Edit Function: edit an INFGET() function that has been inserted in the sheet 
• Audit Function: get the audit trail on the INFGET() function that has been inserted in the sheet 
• Field Picker: get the list of all available field items for the INFGET() function and pick the one you need