Excel Add-in

Release notes

See what's been improved to make the Excel Add-in even better.

16.12.2020 - Version 3.24.6 - Hotfix

New features

  • None

Improvements

  • None

Bug fixes

  • Export to Excel
    Fix a bug on “Export to Excel” function from IPT, which it not working in some cases.

Known Issues

  • None

14.12.2020 - Version 3.24.5

New features

  • Server Installer now available

Improvements to existing features

  • User Installation
    Major stability improvements.

Bug fixes

  • Functions Module
    Fix a bug on panels, which in some cases, the Functions module crash when Internet connection was lost.

Known issues

  • None

13.12.2020 - Version 3.23.3 - Hotfix

New features

  • None

Improvements

  • None

Bug fixes

  • Excel add-in files
    Update expired certificate.

Known Issues

  • None

09.11.2020 - Version 3.23.2

New features

  • INFGET() panel
    Add new widget Company Info (default estimates/fundamentals source & template)
  • Excel ribbon
    Add new option to switch interactively between standard Excel errors (#N/A) and detailed errors.
  • HTTPS proxy
    Handle personalized HTTPS proxy (OLB case).

Improvements

  • INFGET() Audit panel
    Improve error messages on audit panel.
  • Quick Report
    Improve behaviour on large QR with more than 3000 companies/instruments codes.
  • INFGETTABLE() function
    Improve error message

Bug fixes

  • INFGET() panel
    Fix a bug on date picker (in some cases today’s date couldn’t be selected).

Known Issues

  • None

26.10.2020 - Version 3.22.4 - Hotfix

New features

  • None

Improvements

  • None

Bug fixes

  • Connection
    Fix a bug on connection tab, which in some cases crashed Data Engine application.
  • Quick Report
    Fix a bug on big Quick Report (over 3000 companies), which in some cases, stopped the refresh.

Known Issues

  • None

19.10.2020 - Version 3.22.3

New features

  • Infront Estimates details
    Add new function INTGETTABLE(companyCode, "ESTIMATESASREPORTED", advanced_parameters).
  • CITRIX environment
    Handle CITRIX environment.
  • Proxy settings
    Handle SOCKS proxy and HTTP proxy.

Improvements

  • Data Engine Global settings
    Add a new button on connection settings to import IPT configuration.
  • INFGET() Panel
    Add new widget on panel to display Field template and source availability.
    Improve error notification on panel.

Bug fixes

  • INFGET() functions
    Fix a bug, which in some cases, slow down the INFGET() queries calculation.
    Fix a bug, which in some cases, returns an error #Err 1006.

Known Issues

  • None

22.09.2020 - Version 3.21.4 - Hotfix

New features

  • None

Improvements

  • None

Bug fixes

  • INFGET() functions
    Change the root url from pre-production server to production.

Known Issues

  • None

14.09.2020 - Version 3.21.3

New features

  • INFGET() Function
    Add new setting to display always #N/A on error or detailed error.
  • INFGETHIST() Panel
    Add new setting to display new output header.

Improvements

  • INFGETHIST() Panel
    Improve handle of Target price frequency.
  • INFGET() & INFGETHIST() Panel
    Improve global behavior of panel controls.

Bug fixes

  • INFGET() Panel
    Fix bug on INFGET() panel, when sometimes, a future period was set.

Known Issues

  • None

27.07.2020 - Version 3.20.3

New features

  • None

Improvements

  • Update mechanism
    Improve update mechanism.
  • INFGET() panel
    Improve showing default values used on panel.
  • Global settings
    Improve global settings windows when Microsoft Excel restart is required.
  • Mail to support
    Improve “mail to support” function.

Bug fixes

  • INFGET() Panel
    Fix bug on INFGET() panel, when sometimes, a period was automatically set for Company Info fields.
  • INFGETHIST() Panel
    Fix bug on INFGETHIST() panel, on format output “full table”, when sometimes, a cell reference was wrong.
  • Engine
    Fix bug on right click menu on systray icon which not displayed in some cases.
  • Miscellaneous
    Fix bug on authentication mechanism on INFGET() which returns “#Err connection” in some cases.

Known Issues

  • None

06.07.2020  - Version 3.19.3

New features

  • INFGETDETAILS() function
    Add new array function “INFGETDETAILS” to retrieve Officers, Upcoming Events & Shareholders for a company.

Improvements

  • Time Series
    Extend back days to 90 days for intraday data.
  • Quick Report
    Change format for Outstanding Shares fields to always display in unit.
  • INFGETHIST() & INFGETDETAILS() function
    Improve array functions to support Instrument Code as entry.
  • Miscellaneous
    Improve authentication mechanism.

Bug fixes

  • INFGET() Panel
    Fix bug on INFGET() panel, when sometimes, Beta parameter is displayed for non-beta fields
  • Engine
    Fix bug on systray icon which does not appear at startup.
    Fix bug on “load add-in at excel startup” functionality, which does not work in some cases.

Known Issues

  • None

Version 3.18.2 (28th May, 2020)

New features

  • INFGET() function
    Add new field “Consensus recommendation” - (CONSRECO).

Improvements

  • INFGET() & INFGETHIST() Panel
    Add a calendar to set dates into ReferenceDate parameter.
  • INFGETHIST() function
    Add “payment date” column for dividends request.
  • INFGETHIST() Panel
    Improve documentation for INFGETHIST() function.
    Improve error notification on panel.

Bug fixes

  • Quick Report & Time Series
    Fix bug on QR & TS, when company name contains @.

Known Issues

  • None

14.05.2020 - Version 3.17.4 - Hotfix

New features

  • None

Improvements

  • None

Bug fixes

  • INFGET() Panel
    Fix bug on field selection, when in some cases, it was impossible to select one.
  • INFGETHIST() Panel
    Fix bug on field selection, when in some cases, it was impossible to select one.

Known Issues

  • None

12.05.2020 - Version 3.17.3

New features

  • New panel to build INFGETHIST() array function
  • INFGETHIST() array function
    Get history on Target Price
  • Excel Template
    New model “Earnings Consensus Estimates” built with INFGET() functions. The data are provided by Infront.
  • INFGET()
    Add new field “Days in Account Payable” - (DAYSACCPAYABLE).

Improvements

  • INFGET() Panel
    Improve error messages notifications.

Bug fixes

  • Quick Lookup
    Fix bug on Quick Lookup, when in some cases, Nordics characters were not displayed.
  • INFGET() Panel
    Fix bug on fields search, when in some cases, first letters of the search were deleted.

Known Issues

  • Auto update
    Creation of a repair-installation package to fix bug of auto update mechanism on v3.12.3

    Download.

14.04.2020 - Version 3.16.1

New features

  • New array function INFGETHIST()
  • Get history on Market Capitalization
    Get history on Outstanding Shares
    Get history on Dividends
    Get history on Close Price
  • INFGET() : New setting for default period parameter for fields which are available with historical and forecast period

Improvements

  • Engine
    Improve notification on Communication Error between Microsoft Excel and Infront Excel add-in. Creation of new help guide to solve these issues.

Bug fixes

  • Quick Report
    Fix bug on old QR, when in some cases, changing list has no effect.

Known Issues

  • Auto update
    Creation of a repair-installation package to fix bug of auto update mechanism on v3.12.3

    Download

09.03.2020 - Version 3.15.3

New features

  • New option to get updates for pre-release versions

Improvements

  • INFCODECONVERT() new output fields
    Ticker.
    Company name.
  • Engine
    Improve notification on error connection.

Bug fixes

  • Time Series
    Fix bug on Intraday timestamp.
  • Quick Report & Time Series
    Fix bug on wizard interface on Index constituents download functionality.
  • Engine
    Fix Engine crash if workbook name contains specials characters.
  • IPT users
    Fix bug on restriction on FactSet source.
    Fix bug on portfolio functionalities.
    Fix bug on Connection settings.

Known Issues

  • Auto update
    Creation of a repair-installation package to fix bug of auto update mechanism on v3.12.3

    Download

12.02.2020  - Version 3.14.2

New features

  • Full support of Microsoft Excel 2010

Improvements

  • Quick Report & Time Series
    Improve stability and performance on large amount of data.
    Improve information notification when error occurs.

Bug fixes

  • Time Series
    Fix bug on Intraday when multiples instruments are requested.
  • INFGET() - Panel
    Fix bug on INFGET() panel when absolute reference with F4 is used
    Fix bug on INFGET() panel when the 3rd parameter of the function is empty
  • INFGET()
    Fix bug (decimal issue) on multiples ratio with regional settings others than English.
  • Templates
    Fix bug on Excel templates, when using "set peers" function
  • Engine
    Fix Engine crash if workbook name contains specials characters
  • IPT users
    Fix bug on untimely authentication notification
    Fix bug on Help Center access
  • Fix bug on Help link which pointed to 404 page

Known Issues

  • Auto update
    Creation of a repair-installation package to fix bug of auto update mechanism on v3.12.3

    Download

 

15.01.2020 - Version 3.13.1

New features

  • INFGET()
    The field “Target Price” is now available.

Improvements

  • INFGET() audit
    Replace Company code by a list of detailed information of the instrument requested.
  • Time Series
    Improve stability and performance when same instrument is requested multiples time.

Bug fixes

  • Time Series
    Fix bug on “Cents adjustment” function which returned a false result in some cases.
  • INFGET() - Panel
    Fix bug on “Enterprise Value” field, on default “Reference Date” parameter.
  • INFGET()
    Fix bug on restricted fields which crashed Microsoft Excel in some cases.
  • Auto update
    Fix bug on auto update mechanism.

Known Issues

  • Auto update
    Creation of a repair-installation package to fix bug of auto update mechanism on v3.12.3

    Download